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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BRF
326
B. Riley Financial
California
$292K 4,528 +4,528 New
AWM
327
Altium Wealth Management
New York
$281K 4,350 +4,350 New
DWM
328
Dynasty Wealth Management
Florida
$279K 4,320 +4,320 New
DPI
329
Diversified Portfolios Inc
Michigan
$276K 4,276 – –
CRC
330
Curi RMB Capital
Illinois
$272K 4,210 – –
AEPG
331
American Economic Planning Group
New Jersey
$271K 4,197 -96 -2%
RW
332
Rand Wealth
Maryland
$270K 4,193 -24 -0.6%
CCM
333
Colorado Capital Management
Colorado
$267K 4,144 – –
PCP
334
Proficio Capital Partners
Massachusetts
$253K 3,920 – –
CAG
335
Csenge Advisory Group
Florida
$250K 3,880 +3,880 New
TFO
336
Tarbox Family Office
California
$246K 3,814 – –
SAM
337
Summit Asset Management
Tennessee
$245K 3,802 – –
AOWM
338
Alpha Omega Wealth Management
Virginia
$245K 3,799 – –
HFP
339
Holistic Financial Partners
Indiana
$245K 3,795 +3,795 New
SMFS
340
Squar Milner Financial Services
California
$239K 3,481 +3,481 New
CAPTRUST Financial Advisors
341
CAPTRUST Financial Advisors
North Carolina
$237K 3,678 – –
MI
342
Moneywise Inc
Virginia
$231K 3,588 +141 +4%
AWM
343
Aries Wealth Management
Maine
$227K 3,354 +3,354 New
CBU
344
CIBC Bank USA
Illinois
$219K 3,413 +3,413 New
IC
345
Intersect Capital
California
$217K 3,365 – –
QFA
346
Quattro Financial Advisors
Texas
$216K 3,269 +3,269 New
Comerica Bank
347
Comerica Bank
Texas
$214K 3,106 -650 -17%
MIH
348
Madison Investment Holdings
Wisconsin
$213K 3,298 – –
IWP
349
Icon Wealth Partners
Texas
$211K 3,278 +3,278 New
LWA
350
Lenox Wealth Advisors
New York
$210K 3,256 +3,256 New
12 13
14
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