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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

540 hedge funds and large institutions have $5.43B invested in iShares MSCI EAFE Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+38
Holders Change %
+7.57%
% of All Funds
12.05%
Holding in Top 10
47
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+51.61%
% of All Funds
1.05%
New
113
Increased
187
Reduced
186
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Allstate Corporation
Illinois
$162M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$157M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$239M
4
CG
4
Colony Group
Massachusetts
$38.4M
5
RC
5
Rinet Company
Massachusetts
$34.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$153M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$575M
3
Creative Planning
3
Creative Planning
Kansas
$304M
4
KP
4
Keel Point
Alabama
$20.6M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
226
Cahill Financial Advisors
Minnesota
$1.56M +$108K +2,080 +7%
BWM
227
Baystate Wealth Management
Massachusetts
$1.56M +$1.45M +26,124 +1,257%
RC
228
RegentAtlantic Capital
New Jersey
$1.51M +$29.6K +572 +2%
Invesco
229
Invesco
Georgia
$1.51M -$124K -2,395 -8%
LFG
230
Larson Financial Group
Missouri
$1.5M +$1.29M +24,983 +639%
CTB
231
Country Trust Bank
Illinois
$1.45M +$1.45M +27,900 New
EWM
232
Empirical Wealth Management
Washington
$1.43M +$201K +3,880 +16%
MWM
233
Merriman Wealth Management
Washington
$1.43M +$818K +15,473 +134%
LWA
234
Lenox Wealth Advisors
New York
$1.42M +$1.24M +23,970 +711%
HCM
235
Hengehold Capital Management
Ohio
$1.42M -$1.3K -25 -0.1%
FCI
236
Financial Counselors Inc
Kansas
$1.41M +$1.23M +23,693 +671%
WCF
237
West Coast Financial
California
$1.41M +$542K +10,455 +63%
CT
238
Coastline Trust
Rhode Island
$1.4M – – –
TVWM
239
Tower View Wealth Management
Wisconsin
$1.38M -$22.2K -429 -2%
OC
240
Oppenheimer & Co
New York
$1.36M -$305K -5,886 -18%
MIAN
241
Mariner Independent Advisor Network
Kansas
$1.35M +$94K +1,732 +7%
DE
242
Day & Ennis
Georgia
$1.33M +$1.33M +25,669 New
RFO
243
RiverGlades Family Offices
Florida
$1.33M +$1.33M +25,669 New
BC
244
Burleson & Co
California
$1.33M +$125K +2,207 +10%
MIS
245
Morningstar Investment Services
Illinois
$1.28M -$2.98M -57,602 -70%
RIA
246
Regal Investment Advisors
Michigan
$1.27M -$44.6K -860 -3%
CFC
247
Coyle Financial Counsel
Illinois
$1.27M +$71K +1,371 +6%
SMG
248
Smart Money Group
Texas
$1.26M +$113K +2,180 +10%
EA
249
Elm Advisors
California
$1.24M -$777 -15 -0.1%
PEA
250
Pacific Edge Advisors
California
$1.23M -$552K -10,650 -31%
8 9
10
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