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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

459 hedge funds and large institutions have $6.97B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 188 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+82
Holders Change %
+21.75%
% of All Funds
10.42%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.93%
New
109
Increased
188
Reduced
97
Closed
25
Calls
$600K
Puts
$1.12M
Net Calls
-$522K
Net Calls Change
+$190K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$529M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$126M
3
Jane Street
3
Jane Street
New York
$29.9M
4
Bank of America
4
Bank of America
North Carolina
$209M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$704M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BAAM
2
Baker Avenue Asset Management
California
$11.4M
3
AA
3
ALPS Advisors
Colorado
$0
4
PFA
4
Pure Financial Advisors
California
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
301
RGT Wealth Advisors
Texas
$397K +$397K +6,159 New
WAM
302
Wealthspire Advisors (Maryland)
Maryland
$396K -$5.94K -92 -1%
RFS
303
Rockefeller Financial Services
New York
$390K – – –
AWA
304
Arete Wealth Advisors
Illinois
$388K -$365K -5,668 -48%
TA
305
Teachers Advisors
New York
$387K – – –
SS
306
Sunbelt Securities
Texas
$379K +$379K +5,873 New
Koshinski Asset Management
307
Koshinski Asset Management
Illinois
$379K +$379K +5,877 New
RJT
308
Raymond James Trust
Florida
$376K -$1.36K -21 -0.4%
LFAS
309
Level Four Advisory Services
Texas
$372K +$372K +5,769 New
FA
310
FMA Advisory
Pennsylvania
$371K +$13.7K +213 +4%
HWM
311
Highwater Wealth Management
Colorado
$363K -$203K -3,147 -36%
AA
312
Ancora Advisors
Ohio
$358K -$22.2K -344 -6%
BAC
313
Boys Arnold & Co
North Carolina
$352K +$2.9K +45 +0.8%
LNB
314
Ledyard National Bank
$350K – – –
MSAM
315
Moloney Securities Asset Management
Missouri
$348K +$348K +5,398 New
SFI
316
SPC Financial Inc
Maryland
$346K +$86.3K +1,339 +33%
KWM
317
Kingsview Wealth Management
Oregon
$334K +$6.83K +106 +2%
IA
318
Independence Advisors
Pennsylvania
$323K – – –
CMP
319
Courage Miller Partners
Virginia
$315K -$22.4K -349 -7%
TCM
320
Tufton Capital Management
Maryland
$315K +$14.3K +222 +5%
PEA
321
Pacific Edge Advisors
California
$310K +$310K +4,800 New
TC
322
Trust Company
Kansas
$305K +$305K +4,735 New
AWM
323
AllSquare Wealth Management
New York
$295K -$6.45K -100 -2%
AFNAS
324
American Financial Network Advisory Services
California
$294K -$82.3K -1,275 -22%
SFS
325
Summit Financial Strategies
Ohio
$294K +$6.71K +104 +2%
11 12
13
14 15