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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 %
EIP
401
Ellis Investment Partners
Pennsylvania
$239K +$239K +4,821 New
DPI
402
Diversified Portfolios Inc
Michigan
$238K +$16.3K +315 +7%
AWM
403
Altium Wealth Management
New York
$233K -$77.8K -1,500 -25%
GAM
404
Gemmer Asset Management
California
$233K +$83.5K +1,612 +56%
CPO
405
Cerity Partners OCIO
New York
$231K +$231K +4,457 New
BRWM
406
B. Riley Wealth Management
Tennessee
$229K -$361K -6,946 -61%
AFP
407
Ausdal Financial Partners
Iowa
$226K -$858K -16,548 -79%
HWM
408
Highwater Wealth Management
Colorado
$220K +$220K +4,238 New
Bessemer Group
409
Bessemer Group
New Jersey
$219K -$108K -2,078 -33%
AWA
410
Arete Wealth Advisors
Illinois
$218K -$2.59K -50 -1%
AWM
411
AllSquare Wealth Management
New York
$213K – – –
CCM
412
Colorado Capital Management
Colorado
$209K +$155 +3 +0.1%
GIA
413
Gladstone Institutional Advisory
Florida
$208K +$208K +4,016 New
TC
414
Trust Company
Kansas
$206K -$15.2K -294 -7%
FFA
415
First Foundation Advisors
California
$204K -$50.3K -971 -20%
MI
416
Moneywise Inc
Virginia
$203K -$10.6K -205 -5%
TTWM
417
TCV Trust & Wealth Management
Virginia
$202K +$202K +3,905 New
TFO
418
Tarbox Family Office
California
$198K – – –
VFA
419
Valeo Financial Advisors
Indiana
$178K +$17.8K +343 +11%
SBL
420
Sargent Bickham Lagudis
Colorado
$177K +$17.2K +331 +11%
RFC
421
Regions Financial Corp
Alabama
$174K -$8.52K -164 -5%
IWP
422
Icon Wealth Partners
Texas
$174K +$2.28K +44 +1%
FIMS
423
FBL Investment Management Services
Iowa
$164K +$164K +3,175 New
Legal & General Group
424
Legal & General Group
United Kingdom
$160K +$67.8K +1,310 +74%
SF
425
Synovus Financial
Georgia
$157K -$16.2K -314 -9%
15 16
17
18 19