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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 %
CAC
276
Certified Advisory Corp
Florida
$954K -$79.2K -1,528 -8%
RCM
277
RNC Capital Management
California
$907K +$907K +17,500 New
TL
278
TrueWealth LLC
Georgia
$862K -$409K -7,885 -32%
RWP
279
RWA Wealth Partners
Massachusetts
$862K -$227K -4,387 -21%
APSP
280
Asset Planning Services (Pennsylvania)
Pennsylvania
$851K -$35.7K -689 -4%
PI
281
Parkside Investments
Illinois
$851K +$851K +16,435 New
MAM
282
Meeder Asset Management
Ohio
$839K +$108K +2,092 +15%
PWPS
283
Pinnacle Wealth Planning Services
Ohio
$836K +$483K +9,322 +137%
ACM
284
Armbruster Capital Management
New York
$829K – – –
NB
285
NBT Bank
New York
$813K +$813K +15,695 New
CCA
286
Clearwater Capital Advisors
Illinois
$808K +$808K +15,587 New
MAFM
287
Mid Atlantic Financial Management
Pennsylvania
$807K +$807K +15,582 New
Mirae Asset Global Investments
288
Mirae Asset Global Investments
South Korea
$802K -$2.89M -55,811 -78%
DP
289
Denver PWM
Colorado
$794K +$32.9K +599 +4%
CB
290
Community Bank
New York
$778K -$233K -4,500 -23%
JWM
291
JFG Wealth Management
Colorado
$764K +$764K +14,755 New
IA
292
Independence Advisors
Pennsylvania
$748K +$489K +9,434 +189%
NCM
293
Novare Capital Management
North Carolina
$734K +$223K +4,305 +44%
SFI
294
SPC Financial Inc
Maryland
$717K -$1.97K -38 -0.3%
PTB
295
Pioneer Trust Bank
Oregon
$706K -$364K -7,030 -34%
MCM
296
Manchester Capital Management
Vermont
$705K – – –
EWA
297
EP Wealth Advisors
California
$702K -$3.35M -64,721 -83%
FCFC
298
First Commonwealth Financial Corp
Pennsylvania
$700K +$48.3K +933 +7%
OFG
299
Omega Financial Group
California
$688K +$688K +13,274 New
FT
300
Fiduciary Trust
Massachusetts
$664K -$2.26M -43,630 -77%
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