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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

477 hedge funds and large institutions have $7.01B invested in iShares MSCI EAFE Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 201 increasing their positions, 148 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
10.95%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.92%
New
56
Increased
201
Reduced
148
Closed
30
Calls
$978K
Puts
$4.62M
Net Calls
-$3.64M
Net Calls Change
-$3.12M

Top Buyers

1
SB
Suntrust Banks
Georgia
$185M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$94.3M
3
CRCP
Copper Rock Capital Partners
Massachusetts
$55M
4
MSL
Mackay Shields LLC
New York
$26M
5
NYLIM
New York Life Investment Management
New York
$26M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$262M
2
BlackRock
BlackRock
New York
$408M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
AllianceBernstein
AllianceBernstein
Tennessee
$0
5
TF
TIAA FSB
Florida
$746M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBU
351
CIBC Bank USA
Illinois
$258K +$34.4K +525 +15%
PCP
352
Proficio Capital Partners
Massachusetts
$256K – – –
TFO
353
Tarbox Family Office
California
$249K – – –
SAM
354
Summit Asset Management
Tennessee
$248K – – –
AOWM
355
Alpha Omega Wealth Management
Virginia
$248K – – –
AEPG
356
American Economic Planning Group
New Jersey
$244K -$29.1K -447 -11%
MI
357
Moneywise Inc
Virginia
$239K +$5.53K +85 +2%
HFP
358
Holistic Financial Partners
Indiana
$236K -$11.5K -176 -5%
SG
359
StoneX Group
New York
$235K +$235K +3,610 New
AWA
360
Arete Wealth Advisors
Illinois
$231K -$161K -2,472 -41%
VV
361
Verity & Verity
South Carolina
$231K +$231K +3,536 New
S
362
SignatureFD
Georgia
$229K +$21K +322 +10%
SMFS
363
Squar Milner Financial Services
California
$227K – – –
FIB
364
First Interstate Bank
Montana
$223K +$17.2K +263 +8%
PFM
365
Peak Financial Management
Massachusetts
$220K +$220K +3,375 New
IC
366
Intersect Capital
California
$215K -$4.24K -65 -2%
MIH
367
Madison Investment Holdings
Wisconsin
$215K – – –
IWP
368
Icon Wealth Partners
Texas
$214K – – –
P
369
Pitcairn
Pennsylvania
$214K +$214K +3,279 New
FIMS
370
FBL Investment Management Services
Iowa
$207K – – –
AP
371
Appleton Partners
Massachusetts
$206K +$206K +3,165 New
Lido Advisors
372
Lido Advisors
California
$203K +$203K +3,126 New
CNBT
373
Canandaigua National Bank & Trust
New York
$202K -$2.61K -40 -1%
AWM
374
AE Wealth Management
Kansas
$200K +$200K +3,070 New
CAPTRUST Financial Advisors
375
CAPTRUST Financial Advisors
North Carolina
$187K -$50.1K -777 -21%
13 14
15
16 17