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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 %
GWM
251
Geneos Wealth Management
Colorado
$329K +$56.7K +932 +21%
RJT
252
Raymond James Trust
Florida
$328K -$467K -8,619 -59%
PCP
253
Proficio Capital Partners
Massachusetts
$327K +$327K +5,600 New
TA
254
Teachers Advisors
New York
$325K – – –
CMP
255
Courage Miller Partners
Virginia
$314K +$32.2K +594 +11%
AEPG
256
American Economic Planning Group
New Jersey
$310K -$15.3K -283 -5%
AA
257
Ancora Advisors
Ohio
$300K -$9.74K -180 -3%
CIM
258
Cambria Investment Management
California
$296K -$139K -2,564 -32%
V
259
Veritable
Delaware
$288K – – –
AWA
260
Arete Wealth Advisors
Illinois
$285K +$285K +5,255 New
RCG
261
Ruggie Capital Group
Florida
$283K – – –
GRP
262
Global Retirement Partners
California
$279K +$81.6K +1,509 +41%
SWP
263
Stratos Wealth Partners
Ohio
$278K +$278K +5,130 New
AWM
264
AllSquare Wealth Management
New York
$271K -$11.4K -210 -4%
IA
265
Independence Advisors
Pennsylvania
$271K – – –
IA
266
IndexIQ Advisors
New York
$266K -$9.06M -167,503 -97%
BAC
267
Boys Arnold & Co
North Carolina
$265K +$265K +4,891 New
SBH
268
Segall Bryant & Hamill
Illinois
$259K +$259K +4,776 New
AP
269
Advisor Partners
California
$258K -$15.1K -278 -6%
MWAC
270
Mariner Wealth Advisors (Cincinnati)
Ohio
$253K +$253K +4,669 New
DPI
271
Diversified Portfolios Inc
Michigan
$232K -$69.5K -1,281 -23%
CRC
272
Curi RMB Capital
Illinois
$228K – – –
RW
273
Rand Wealth
Maryland
$228K +$228K +4,204 New
SFS
274
Summit Financial Strategies
Ohio
$226K +$226K +4,167 New
CCM
275
Colorado Capital Management
Colorado
$224K +$3.68K +68 +2%
9 10
11
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