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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 %
FMP
326
Financial Management Professionals
Texas
– -$4.26M -81,360 Closed
SG Americas Securities
327
SG Americas Securities
New York
– -$1.41M -26,815 Closed
CCMG
328
Clark Capital Management Group
Pennsylvania
– -$1.4M -26,699 Closed
GC
329
Grimes & Company
Massachusetts
– -$958K -18,277 Closed
CFC
330
Coyle Financial Counsel
Illinois
– -$744K -14,463 Closed
CS
331
Credit Suisse
Switzerland
– -$744K -14,188 Closed
HW
332
Hancock Whitney
Mississippi
– -$479K -9,134 Closed
Comerica Bank
333
Comerica Bank
Texas
– -$376K -7,216 Closed
WPP
334
Whalerock Point Partners
Rhode Island
– -$351K -6,700 Closed
MWAC
335
Mariner Wealth Advisors (Cincinnati)
Ohio
– -$297K -5,669 Closed
SAM
336
Silvercrest Asset Management
New York
– -$262K -5,000 Closed
BUB
337
BBVA USA Bancshares
Texas
– -$242K -4,609 Closed
BAC
338
Boys Arnold & Co
North Carolina
– -$208K -3,960 Closed
SAM
339
Summit Asset Management
Tennessee
– -$203K -3,870 Closed
BA
340
BlackRock Advisors
Delaware
– -$202K -3,856 Closed
MWP
341
MYCIO Wealth Partners
Pennsylvania
– -$100K -1,900 Closed
SFPM
342
Sensible Financial Planning & Management
Massachusetts
– -$98K -1,871 Closed
ACM
343
Argentus Capital Management
Texas
– -$84K -1,599 Closed
VanEck Associates
344
VanEck Associates
New York
– -$44K -837 Closed
BAM
345
Bruderman Asset Management
New York
– -$35K -675 Closed
SJIM
346
St. Johns Investment Management
Florida
– -$24K -460 Closed
S
347
SignatureFD
Georgia
– -$21K -401 Closed
JFA
348
JNBA Financial Advisors
Minnesota
– -$21K -401 Closed
IWM
349
Integrated Wealth Management
California
– -$15K -294 Closed
KPCM
350
Kings Point Capital Management
New York
– -$10K -200 Closed
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14
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