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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 %
CA
351
Cornerstone Advisory
Maryland
$390K +$390K +7,534 New
GFP
352
Gryphon Financial Partners
Ohio
$387K +$387K +6,239 New
TPWA
353
TRUE Private Wealth Advisors
Oregon
$376K -$140K -2,694 -27%
ACA
354
Atlas Capital Advisors
Wyoming
$373K -$646K -12,468 -63%
NCM
355
Next Capital Management
New York
$370K +$370K +7,135 New
KWM
356
Kingsview Wealth Management
Oregon
$368K +$6.01K +116 +2%
TFA
357
TPG Financial Advisors
Oregon
$362K +$362K +6,990 New
SWP
358
Stratos Wealth Partners
Ohio
$358K -$116K -2,232 -24%
PGFC
359
Peapack-Gladstone Financial Corp
New Jersey
$355K – – –
NL
360
NWAM LLC
Washington
$352K +$57K +1,100 +19%
WCWM
361
Willow Creek Wealth Management
California
$351K +$1.92K +37 +0.5%
CB
362
Commerce Bank
Missouri
$344K -$40.4K -778 -11%
TCM
363
Traynor Capital Management
Pennsylvania
$330K -$9.69K -187 -3%
RJT
364
Raymond James Trust
Florida
$328K +$5.96K +115 +2%
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
$327K +$13.5K +260 +4%
BFG
366
Barber Financial Group
Kansas
$321K -$88.8K -1,712 -22%
CCA
367
Cobblestone Capital Advisors
New York
$319K +$9.37K +181 +3%
Nuveen Asset Management
368
Nuveen Asset Management
Illinois
$311K – – –
MPWT
369
MassMutual Private Wealth & Trust
Connecticut
$305K -$110K -2,125 -27%
DAS
370
Dynamic Advisor Solutions
Arizona
$302K -$168K -3,023 -36%
SS
371
Sunbelt Securities
Texas
$297K -$17.8K -344 -6%
FA
372
FMA Advisory
Pennsylvania
$296K +$1.76K +34 +0.6%
EVM
373
Eaton Vance Management
Massachusetts
$295K +$295K +5,692 New
AOWM
374
Alpha Omega Wealth Management
Virginia
$293K +$96K +1,850 +49%
AEPG
375
American Economic Planning Group
New Jersey
$293K +$118K +2,270 +67%
13 14
15
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