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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

339 hedge funds and large institutions have $4.75B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 142 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+12
Holders Change %
+3.67%
% of All Funds
8.45%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.7%
New
41
Increased
142
Reduced
112
Closed
22
Calls
$1K
Puts
$319K
Net Calls
-$318K
Net Calls Change
-$821K

Top Buyers

1
BlackRock
BlackRock
New York
$406M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$148M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$161M
4
AssetMark Inc
AssetMark Inc
California
$41.8M
5
Creative Planning
Creative Planning
Kansas
$317M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$11.4M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$41.1M
3
Franklin Resources
Franklin Resources
California
$41.2M
4
SO
STRS Ohio
Ohio
$0
5
IA
IndexIQ Advisors
New York
$266K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$460K +$110K +2,023 +31%
CFP
227
Cornerstone Financial Partners
North Carolina
$452K +$24.7K +457 +6%
AB
228
AT Bancorp
Iowa
$447K -$184K -3,408 -29%
TCM
229
Traynor Capital Management
Pennsylvania
$425K +$56.4K +988 +15%
RBC
230
Ronald Blue & Co
Georgia
$419K -$25.7K -475 -6%
NHC
231
Nicholas Hoffman & Company
Georgia
$416K -$115K -2,123 -22%
IPC
232
Independent Portfolio Consultants
Florida
$415K -$138K -2,545 -25%
RCAG
233
Rehmann Capital Advisory Group
Michigan
$409K -$170K -3,136 -29%
CFA
234
Camarda Financial Advisors
Florida
$408K -$293K -5,406 -42%
KM
235
Kalos Management
Georgia
$398K -$20.3K -376 -5%
BAS
236
Brown Advisory Securities
Maryland
$390K +$33.4K +620 +9%
WP
237
WealthSource Partners
California
$389K -$12.5K -230 -3%
TSS
238
Two Sigma Securities
New York
$389K +$389K +7,182 New
CWM
239
Cornerstone Wealth Management
Missouri
$380K -$59.9K -1,113 -14%
FA
240
FMA Advisory
Pennsylvania
$377K +$377K +6,956 New
CA
241
Continuum Advisory
Idaho
$377K +$377K +6,965 New
TI
242
Truepoint Inc
Ohio
$376K – – –
BDF
243
Balasa Dinverno & Foltz
$372K -$3.13M -57,808 -89%
GJIC
244
Gamble Jones Investment Counsel
California
$367K – – –
NL
245
NWAM LLC
Washington
$352K -$6.61K -122 -2%
WAM
246
Wealthspire Advisors (Maryland)
Maryland
$344K +$38.1K +704 +12%
CCA
247
Cobblestone Capital Advisors
New York
$343K – – –
CAMG
248
CWA Asset Management Group
Florida
$343K – – –
FIB
249
First Interstate Bank
Montana
$343K +$2.06K +38 +0.6%
NWM
250
Northwest Wealth Management
Iowa
$343K +$13.7K +253 +4%
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