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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 %
NEGWA
251
New England Guild Wealth Advisors
Connecticut
$1.23M -$138K -2,669 -10%
AL
252
Aspiriant LLC
California
$1.22M +$1.22M +23,553 New
DADC
253
D.A. Davidson & Co
Montana
$1.21M -$120K -2,323 -9%
CTA
254
Chesley Taft & Associates
Illinois
$1.2M -$35.2K -680 -3%
IWS
255
Insight Wealth Strategies
California
$1.2M +$1.2M +23,121 New
MBT
256
Montecito Bank & Trust
California
$1.19M -$795K -15,331 -40%
A
257
AdvicePeriod
California
$1.18M +$247K +4,763 +26%
ADL
258
Asset Dedication LLC
California
$1.18M +$441K +8,494 +60%
AI
259
Atria Investments
North Carolina
$1.17M +$825K +15,924 +238%
DWM
260
Dakota Wealth Management
Florida
$1.15M – – –
HSA
261
HBK Sorce Advisory
Pennsylvania
$1.15M +$713K +13,746 +163%
SFS
262
Sowell Financial Services
Arkansas
$1.15M +$1.15M +22,177 New
GG
263
Gofen & Glossberg
Illinois
$1.11M -$381K -7,346 -26%
BFEC
264
Benjamin F. Edwards & Company
Missouri
$1.11M +$145K +2,799 +15%
LC
265
Lourd Capital
California
$1.08M – – –
CCM
266
Coldstream Capital Management
Washington
$1.08M +$1.08M +20,864 New
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$691K +13,325 +179%
WMG
268
WESCAP Management Group
California
$1.07M +$1.07M +20,670 New
AA
269
AlphaMark Advisors
Kentucky
$1.04M +$1.04M +20,000 New
TFF
270
The Family Firm
Maryland
$1.02M +$23.4K +452 +2%
FWM
271
Frontier Wealth Management
Missouri
$1.02M -$15K -290 -1%
SFA
272
Sequoia Financial Advisors
Ohio
$1.01M -$220K -4,237 -18%
GA
273
GFS Advisors
Texas
$1.01M +$43.3K +836 +4%
LFPWM
274
Leicht Financial Planning & Wealth Management
New Jersey
$992K -$723K -13,986 -42%
RPG
275
Risk Paradigm Group
Texas
$981K -$80.8K -1,560 -8%
9 10
11
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