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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 %
SBL
376
Sargent Bickham Lagudis
Colorado
$174K +$4.89K +75 +3%
RWA
377
Ropes Wealth Advisors
Massachusetts
$166K +$12.2K +187 +8%
LFA
378
Legacy Financial Advisors
Kentucky
$163K -$591 -9 -0.4%
LNB
379
Ledyard National Bank
$159K -$196K -3,000 -55%
GAM
380
Gemmer Asset Management
California
$159K – – –
MA
381
MUFG Americas
New York
$150K – – –
CFA
382
Camarda Financial Advisors
Florida
$137K -$46K -703 -25%
NPP
383
New Potomac Partners
Maryland
$124K +$124K +1,900 New
ECM
384
Exchange Capital Management
Michigan
$117K +$117K +1,800 New
BRC
385
Bell Rock Capital
Delaware
$116K -$1.97K -31 -2%
1IA
386
1834 Investment Advisors
Wisconsin
$96K – – –
QFA
387
Quattro Financial Advisors
Texas
$90.5K -$124K -1,887 -58%
WP
388
WealthShield Partners
North Carolina
$84K -$26.9K -410 -24%
IBOK
389
Independence Bank of Kentucky
Kentucky
$82K +$53.7K +828 +190%
CAL
390
Capital Advisors Ltd
Ohio
$81K -$34K -521 -30%
EARNEST Partners
391
EARNEST Partners
Georgia
$80K – – –
KPCM
392
Kings Point Capital Management
New York
$78K – – –
SPIA
393
Steward Partners Investment Advisory
New York
$77K +$25.5K +392 +50%
AF
394
Advisornet Financial
Minnesota
$76K – – –
PG
395
Patten Group
Tennessee
$76K +$10K +154 +15%
EFSCE
396
Enterprise Financial Services Corp (EFSC)
Missouri
$73K -$3.51K -54 -5%
SFSIG
397
San Francisco Sentry Investment Group
California
$67K – – –
GWS
398
Glassman Wealth Services
Virginia
$66K – – –
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
$66K +$48.1K +735 +269%
FRA
400
Front Row Advisors
California
$63K -$1.9K -29 -3%
14 15
16
17 18