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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 %
KM
301
Kalos Management
Georgia
$657K -$41.7K -806 -6%
IWM
302
IHT Wealth Management
Illinois
$640K +$640K +12,360 New
AC
303
Avestar Capital
New York
$636K -$2.17M -42,468 -77%
GJIC
304
Gamble Jones Investment Counsel
California
$636K +$104K +2,000 +19%
VFA
305
Voya Financial Advisors
Connecticut
$627K +$3.97K +77 +0.6%
SLT
306
St Louis Trust
Missouri
$621K -$70.7K -1,365 -10%
CA
307
Cetera Advisors
Colorado
$613K +$138K +2,655 +29%
KA
308
Klingman & Associates
New York
$604K -$72.6K -1,400 -11%
WA
309
WP Advisors
California
$600K -$5.9K -114 -1%
CFD
310
Creative Financial Designs
Indiana
$594K -$85.3K -1,646 -13%
MFT
311
Moisand Fitzgerald Tamayo
Florida
$589K +$4.3K +83 +0.7%
SCA
312
Stokes Capital Advisors
South Carolina
$586K -$58.1K -1,120 -9%
ODIJL
313
One Day In July LLC
Vermont
$579K +$579K +11,167 New
JIC
314
Johnson Investment Counsel
Ohio
$564K +$2.85K +55 +0.5%
CA
315
Cumberland Advisors
Florida
$561K +$108K +2,080 +24%
VIM
316
Vista Investment Management
Pennsylvania
$559K -$87.1K -1,680 -13%
RCG
317
Ruggie Capital Group
Florida
$550K -$226K -4,363 -29%
AA
318
Advisory Alpha
Michigan
$546K -$539K -9,825 -50%
TI
319
Truepoint Inc
Ohio
$541K +$97.2K +1,874 +22%
LYV
320
Live Your Vision
Pennsylvania
$531K +$8.7K +160 +2%
VC
321
Vicus Capital
Pennsylvania
$527K -$86.2K -1,663 -14%
I
322
IberiaBank
Louisiana
$523K +$5.18K +100 +1%
SWM
323
SVA Wealth Management
Wisconsin
$514K – – –
KCPG
324
Kavar Capital Partners Group
Kansas
$511K -$7.57K -146 -1%
DC
325
Davenport & Co
Virginia
$509K -$57.5K -1,110 -10%
11 12
13
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