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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

459 hedge funds and large institutions have $6.97B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 188 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+82
Holders Change %
+21.75%
% of All Funds
10.42%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.93%
New
109
Increased
188
Reduced
97
Closed
25
Calls
$600K
Puts
$1.12M
Net Calls
-$522K
Net Calls Change
+$190K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$529M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$126M
3
Jane Street
3
Jane Street
New York
$29.9M
4
Bank of America
4
Bank of America
North Carolina
$209M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$704M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BAAM
2
Baker Avenue Asset Management
California
$11.4M
3
AA
3
ALPS Advisors
Colorado
$0
4
PFA
4
Pure Financial Advisors
California
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
251
Financial Consulate
Maryland
$728K -$129K -2,003 -15%
VFA
252
Voya Financial Advisors
Connecticut
$726K -$25.6K -397 -3%
MCM
253
Manchester Capital Management
Vermont
$725K – – –
CFP
254
Cornerstone Financial Partners
North Carolina
$719K -$10.5K -163 -1%
SWP
255
Stratos Wealth Partners
Ohio
$700K +$169K +2,629 +32%
CA
256
Continuum Advisory
Idaho
$685K +$30.7K +475 +5%
JIC
257
Johnson Investment Counsel
Ohio
$684K -$280K -4,346 -29%
KCPG
258
Kavar Capital Partners Group
Kansas
$667K – – –
APA
259
American Portfolios Advisors
New York
$666K +$666K +10,321 New
FLPIM
260
F.L. Putnam Investment Management
Massachusetts
$653K +$43.4K +673 +7%
RCAG
261
Rehmann Capital Advisory Group
Michigan
$647K +$64K +993 +11%
V
262
Veritable
Delaware
$637K -$16.4K -255 -3%
LYV
263
Live Your Vision
Pennsylvania
$634K – – –
CL
264
CPWM LLC
Washington
$626K – – –
CPC
265
Cookson Peirce & Co
Pennsylvania
$620K -$2.58K -40 -0.4%
A
266
AdvicePeriod
California
$615K +$615K +9,537 New
NL
267
NWAM LLC
Washington
$601K +$6.52K +101 +1%
PAG
268
Private Advisor Group
New Jersey
$594K -$237K -3,593 -29%
SCA
269
Stokes Capital Advisors
South Carolina
$591K +$591K +9,164 New
JG
270
Jefferies Group
New York
$589K +$589K +9,139 New
TI
271
Truepoint Inc
Ohio
$584K +$8.19K +127 +1%
SEI Investments
272
SEI Investments
Pennsylvania
$566K +$79.7K +1,235 +16%
EIA
273
Edgemoor Investment Advisors
Maryland
$564K +$564K +8,395 New
WI
274
WrapManager Inc
California
$556K -$14.4K -224 -3%
Thrivent Financial for Lutherans
275
Thrivent Financial for Lutherans
Minnesota
$553K +$67.8K +1,051 +14%
9 10
11
12 13