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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 %
HSA
276
HBK Sorce Advisory
Pennsylvania
$219K -$100K -1,855 -31%
AOWM
277
Alpha Omega Wealth Management
Virginia
$206K +$13.3K +246 +7%
SAM
278
Summit Asset Management
Tennessee
$206K +$206K +3,802 New
GS
279
Girard Securities
California
$202K -$26.6K -491 -12%
AC
280
Alexandria Capital
Virginia
$166K -$12.6K -234 -7%
CB
281
Community Bank
New York
$161K – – –
GAM
282
Gemmer Asset Management
California
$144K -$9.25K -171 -6%
SPIA
283
Steward Partners Investment Advisory
New York
$141K -$81.8K -1,520 -37%
RWA
284
Ropes Wealth Advisors
Massachusetts
$135K +$28.2K +520 +26%
AA
285
Advisory Alpha
Michigan
$133K +$123K +2,274 +1,263%
SBL
286
Sargent Bickham Lagudis
Colorado
$130K +$114K +2,107 +709%
EA
287
Edge Advisors
Georgia
$93K +$93K +1,728 New
Manulife (Manufacturers Life Insurance)
288
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82K +$14.3K +267 +21%
BRC
289
Bell Rock Capital
Delaware
$79K -$31.9K -626 -29%
TFA
290
Transamerica Financial Advisors
Florida
$78K +$77.9K +1,422 +142,200%
LNB
291
Ledyard National Bank
$77K – – –
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$71K +$49.8K +921 +236%
EFSCE
293
Enterprise Financial Services Corp (EFSC)
Missouri
$64K +$64K +1,178 New
RFWA
294
RPg Family Wealth Advisory
Massachusetts
$63.3K +$63.3K +1,169 New
TWA
295
TCI Wealth Advisors
Arizona
$63K -$7.12K -131 -10%
GWS
296
Glassman Wealth Services
Virginia
$54K – – –
GBT
297
Grove Bank & Trust
Florida
$53K – – –
WB
298
Webster Bank
Connecticut
$46K -$32.8K -610 -42%
FFW
299
Fusion Family Wealth
New York
$46K – – –
PB
300
Pinnacle Bancorp
Nebraska
$46K +$46K +845 New
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12
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