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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

339 hedge funds and large institutions have $4.75B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 142 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+12
Holders Change %
+3.67%
% of All Funds
8.45%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.7%
New
41
Increased
142
Reduced
112
Closed
22
Calls
$1K
Puts
$319K
Net Calls
-$318K
Net Calls Change
-$821K

Top Buyers

1
BlackRock
BlackRock
New York
$406M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$148M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$161M
4
AssetMark Inc
AssetMark Inc
California
$41.8M
5
Creative Planning
Creative Planning
Kansas
$317M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$11.4M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$41.1M
3
Franklin Resources
Franklin Resources
California
$41.2M
4
SO
STRS Ohio
Ohio
$0
5
IA
IndexIQ Advisors
New York
$266K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
326
Harbour Capital Advisors
Virginia
$6.77K +$6.77K +125 New
PWM
327
Perigon Wealth Management
California
$6K – – –
TDC
328
Thompson Davis & Co
Virginia
$6K – – –
ACS
329
Archford Capital Strategies
Illinois
$5K +$5K +97 New
DSC
330
Duncker Streett & Co
Missouri
$5K +$5K +100 New
SEI Investments
331
SEI Investments
Pennsylvania
$3K -$40.3K -833 -93%
IWM
332
IHT Wealth Management
Illinois
$3K -$2.14K -75 -42%
GI
333
Gradient Investments
Minnesota
$3K +$2.78K +50 +1,250%
OC
334
Oakworth Capital
Alabama
$2K – – –
SQA
335
Simon Quick Advisors
New Jersey
$2K +$2K +36 New
PG
336
Patten Group
Tennessee
$1K – – –
AIA
337
Armor Investment Advisors
North Carolina
$1K – – –
SO
338
STRS Ohio
Ohio
– -$20.5M -412,000 Closed
JFGLC
339
Johnson Financial Group LLC (Colorado)
Colorado
– -$6.12M -122,727 Closed
Jane Street
340
Jane Street
New York
– -$6.09M -122,086 Closed
CG
341
Cutler Group
California
– -$1.08M -21,626 Closed
Charles Schwab
342
Charles Schwab
California
– -$997K -20,000 Closed
BB
343
Busey Bank
Illinois
– -$693K -13,898 Closed
AIA
344
Allegis Investment Advisors
Idaho
– -$388K -7,775 Closed
CWM
345
Concert Wealth Management
California
– -$329K -6,601 Closed
NA
346
Navellier & Associates
Nevada
– -$308K -6,172 Closed
YMRC
347
Yorktown Management & Research Company
Virginia
– -$274K -5,500 Closed
TSW
348
Thompson Siegel & Walmsley
Virginia
– -$237K -4,765 Closed
AI
349
Atria Investments
North Carolina
– -$214K -4,301 Closed
HHGA
350
Halbert Hargrove Global Advisors
California
– -$211K -4,229 Closed
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