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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

327 hedge funds and large institutions have $4.13B invested in iShares MSCI EAFE Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 146 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
8.19%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
47
Increased
146
Reduced
90
Closed
31
Calls
$503K
Puts
–
Net Calls
+$503K
Net Calls Change
+$65.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$470M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$98.4M
3
TCT
3
TIAA CREF Trust
Missouri
$550M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$79.1M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$471M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$77.2M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$92.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.3M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
301
Financial Architects (New Jersey)
New Jersey
$15K – – –
SBL
302
Sargent Bickham Lagudis
Colorado
$15K +$101 +2 +0.7%
CPIG
303
Chicago Partners Investment Group
Illinois
$15K +$15K +308 New
VIA
304
Vantage Investment Advisors
Pennsylvania
$14K – – –
SSB
305
Sandy Spring Bank
Maryland
$13K – – –
CFA
306
Carroll Financial Associates
North Carolina
$13K +$4.93K +105 +61%
WTC
307
WhitTier Trust Company
Nevada
$11K – – –
RCA
308
Rowland Carmichael Advisors
Arizona
$10K – – –
AA
309
Advisory Alpha
Michigan
$9K -$32.2K -644 -78%
CTC
310
Central Trust Company
Missouri
$9K – – –
IWM
311
IHT Wealth Management
Illinois
$9K +$9K +180 New
MA
312
MUFG Americas
New York
$8K +$8K +157 New
SF
313
Synovus Financial
Georgia
$8K +$8K +165 New
CHP
314
Cable Hill Partners
Oregon
$7K -$8.85K -172 -56%
PWM
315
Perigon Wealth Management
California
$6K -$12.5K -219 -68%
HPBT
316
High Point Bank & Trust
North Carolina
$6K – – –
GBBWRPM
317
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K +$5.18K +89 +636%
TDC
318
Thompson Davis & Co
Virginia
$6K +$6K +118 New
AssetMark Inc
319
AssetMark Inc
California
$4K +$4K +84 New
OC
320
Oakworth Capital
Alabama
$2K – – –
TFA
321
Transamerica Financial Advisors
Florida
$1K -$1.05M -1,046 -100%
PG
322
Patten Group
Tennessee
$1K – – –
AIA
323
Armor Investment Advisors
North Carolina
$1K +$1K +13 New
SAM
324
Shamrock Asset Management
Texas
$1K +$1K +26 New
MWM
325
Merriman Wealth Management
Washington
– -$7.42M -141,575 Closed
11 12
13
14 15