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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

524 hedge funds and large institutions have $5.5B invested in iShares MSCI EAFE Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 184 increasing their positions, 214 reducing their positions, and 62 closing their positions.

Holders
524
Holders Change
-16
Holders Change %
-2.96%
% of All Funds
11.36%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.93%
New
51
Increased
184
Reduced
214
Closed
62
Calls
$825K
Puts
$270K
Net Calls
+$555K
Net Calls Change
+$555K

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$91.5M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$670M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$80.2M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$68.8M
5
AWM
5
AE Wealth Management
Kansas
$17.1M

Top Sellers

1
TF
1
TIAA FSB
Florida
$201M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$16.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$143M
4
WA
4
Wasatch Advisors
Utah
$0
5
BDF
5
Balasa Dinverno & Foltz
$1.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$670M 11,656,361 +497,167 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$478M 8,314,111 -170,962 -2%
Creative Planning
3
Creative Planning
Kansas
$328M 5,712,258 -145,253 -2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$273M 4,760,414 +144,546 +3%
TF
5
TIAA FSB
Florida
$201M 3,499,935 -7,156,646 -67%
AC
6
Allstate Corporation
Illinois
$179M 3,116,153 -6,222 -0.2%
Bank of America
7
Bank of America
North Carolina
$172M 2,985,991 -337,100 -10%
BlackRock
8
BlackRock
New York
$169M 2,942,866 -16,084 -0.5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$143M 2,497,267 -524,524 -17%
Morgan Stanley
10
Morgan Stanley
New York
$122M 2,123,621 -33,901 -2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$106M 1,848,902 +61,975 +3%
Truist Financial
12
Truist Financial
North Carolina
$91.5M 1,593,645 +892,881 +127%
Goldman Sachs
13
Goldman Sachs
New York
$83.8M 1,458,457 -74,232 -5%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$80.2M 1,396,407 +404,138 +41%
Wells Fargo
15
Wells Fargo
California
$73.7M 1,283,319 +154,619 +14%
UBS Group
16
UBS Group
Switzerland
$69.2M 1,204,572 -103,211 -8%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$68.8M 1,198,013 +315,527 +36%
State Street
18
State Street
Massachusetts
$64.5M 1,122,511 +12,705 +1%
MGIA
19
Moneta Group Investment Advisors
Missouri
$58M 1,010,376 -33,410 -3%
UCFA
20
United Capital Financial Advisors
Texas
$53.7M 934,778 +27,866 +3%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.7M 917,623 +114,957 +14%
GLA
22
Great Lakes Advisors
Illinois
$49.9M 868,540 -32,612 -4%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$43.8M 763,570 +45,300 +6%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$41.9M 729,908 +21,719 +3%
IA
25
IndexIQ Advisors
New York
$41.8M 727,491 -315,050 -30%
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