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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

377 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+17
Holders Change %
+4.72%
% of All Funds
9.41%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.9%
New
44
Increased
164
Reduced
103
Closed
22
Calls
$490K
Puts
$1.2M
Net Calls
-$712K
Net Calls Change
-$1.06M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$449M
2
KP
Keel Point
Alabama
$72.3M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$45.2M
4
Creative Planning
Creative Planning
Kansas
$440M
5
Bank of America
Bank of America
North Carolina
$177M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$567M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$53M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
301
Summit Asset Management
Tennessee
$236K – – –
TFO
302
Tarbox Family Office
California
$236K +$236K +3,814 New
Comerica Bank
303
Comerica Bank
Texas
$235K +$2.38K +38 +1%
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$235K +$175K +2,733 +289%
ICOA
305
Investment Centers of America
North Dakota
$219K +$219K +3,560 New
MI
306
Moneywise Inc
Virginia
$214K +$214K +3,447 New
IC
307
Intersect Capital
California
$209K +$209K +3,365 New
MIH
308
Madison Investment Holdings
Wisconsin
$204K +$204K +3,298 New
FIB
309
First Interstate Bank
Montana
$196K -$197K -3,175 -50%
CB
310
Community Bank
New York
$174K – – –
GAM
311
Gemmer Asset Management
California
$167K +$6.81K +110 +4%
SBL
312
Sargent Bickham Lagudis
Colorado
$160K -$3.65K -59 -2%
AC
313
Alexandria Capital
Virginia
$158K +$6.63K +107 +4%
RWA
314
Ropes Wealth Advisors
Massachusetts
$146K – – –
MCIA
315
Mountain Capital Investment Advisors
Colorado
$143K +$22.4K +361 +19%
BRC
316
Bell Rock Capital
Delaware
$107K +$2.65K +44 +3%
EFSCE
317
Enterprise Financial Services Corp (EFSC)
Missouri
$73K – – –
SFSIG
318
San Francisco Sentry Investment Group
California
$64K – – –
GWS
319
Glassman Wealth Services
Virginia
$62K – – –
TWA
320
TCI Wealth Advisors
Arizona
$61K -$2.16K -35 -3%
GBT
321
Grove Bank & Trust
Florida
$61K – – –
BWM
322
Baystate Wealth Management
Massachusetts
$58K +$18.4K +295 +46%
CC
323
Cassaday & Co
Virginia
$57K +$57K +913 New
CAL
324
Capital Advisors Ltd
Ohio
$54K – – –
WTB
325
Washington Trust Bank
Washington
$54K +$24.8K +400 +85%
11 12
13
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