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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
+$97.6M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$48.8M
3
CRCP
Copper Rock Capital Partners
Massachusetts
+$46.3M
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
-$273M
2
BlackRock
BlackRock
New York
-$99.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$26.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$19.7M
5
TF
TIAA FSB
Florida
-$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
451
WhitTier Trust Company
Nevada
$14K – – –
SSB
452
Sandy Spring Bank
Maryland
$13K – – –
Toronto Dominion Bank
453
Toronto Dominion Bank
Ontario, Canada
$11K +$11K +170 New
RFA
454
Reilly Financial Advisors
California
$11K +$11K +175 New
CFA
455
Carroll Financial Associates
North Carolina
$10K -$606 -10 -6%
WWM
456
Willingdon Wealth Management
North Carolina
$10K +$2.85K +43 +40%
WIM
457
Westside Investment Management
California
$9.65K +$3.22K +50 +50%
TI
458
Truepoint Inc
Ohio
$9.17K -$130K -8,458 -93%
APP
459
Avantax Planning Partners
Iowa
$9K +$9K +136 New
FCAG
460
First Capital Advisors Group
New Jersey
$9K +$9K +143 New
SIM
461
Sonora Investment Management
Arizona
$8.08K – – –
DSC
462
Duncker Streett & Co
Missouri
$7K – – –
JGIA
463
Jackson Grant Investment Advisers
Connecticut
$6K – – –
WA
464
WealthTrust-Arizona
Arizona
$5K – – –
WF
465
WealthTrust Fairport
Ohio
$5K +$5K +82 New
ST
466
Smithfield Trust
Pennsylvania
$5K +$5K +82 New
CHP
467
Cable Hill Partners
Oregon
$2K -$4.24K -70 -68%
MOS
468
MGO One Seven
Ohio
$2K -$80 -1 -4%
NL
469
NVWM LLC
Pennsylvania
$2K – – –
MIM
470
Macroview Investment Management
Maryland
$2K – – –
TFA
471
Transamerica Financial Advisors
Florida
$1K -$6.35M -6,350 -100%
SFG
472
SevenBridge Financial Group
Pennsylvania
$1K – – –
AIA
473
Armor Investment Advisors
North Carolina
$1K – – –
PGWM
474
Parisi Gray Wealth Management
New Jersey
$1K – – –
FEG
475
Financial Enhancement Group
Indiana
$1K +$1K +14 New
17 18
19
20 21