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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

316 hedge funds and large institutions have $3.66B invested in iShares MSCI EAFE Small-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 24 closing their positions.

Holders
316
Holders Change
–
Holders Change %
0%
% of All Funds
8.44%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.69%
New
28
Increased
129
Reduced
115
Closed
24
Calls
$308K
Puts
$213K
Net Calls
+$95K
Net Calls Change
-$224K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$399M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$46.7M
3
Jane Street
3
Jane Street
New York
$40.1M
4
State Street
4
State Street
Massachusetts
$25M
5
Creative Planning
5
Creative Planning
Kansas
$200M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$6.12M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$0
3
M&T Bank
3
M&T Bank
New York
$27.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$366M
5
LI
5
LVZ Inc
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
26
M&T Bank
New York
$27.6M 571,384 -370,059 -39%
UBS Group
27
UBS Group
Switzerland
$27.3M 564,948 +12,739 +2%
Truist Financial
28
Truist Financial
North Carolina
$27.2M 564,250 -17,744 -3%
MGIA
29
Moneta Group Investment Advisors
Missouri
$25M 518,855 +1,293 +0.2%
State Street
30
State Street
Massachusetts
$25M 517,567 +517,567 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$24.5M 506,721 -24,190 -5%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$24.2M 501,914 +74,754 +18%
SB
33
Suntrust Banks
Georgia
$24M 497,696 +10,005 +2%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$21M 431,766 +5,421 +1%
AA
35
ALPS Advisors
Colorado
$17M 353,175 -13,614 -4%
CL
36
Choreo LLC
Illinois
$16.7M 345,732 -12,203 -3%
BSW
37
Buckingham Strategic Wealth
Missouri
$15.9M 330,353 +9,217 +3%
Wells Fargo
38
Wells Fargo
California
$15.5M 321,410 -47,648 -13%
US Bancorp
39
US Bancorp
Minnesota
$15.3M 318,038 -29,045 -8%
PL
40
Plancorp LLC
Missouri
$14.8M 306,921 – –
PA
41
Pinnacle Associates
New York
$14.2M 294,479 -23,585 -7%
SC
42
Stratford Consulting
Texas
$14M 290,155 -539 -0.2%
AF
43
Allworth Financial
California
$12.4M 257,731 -14,744 -5%
MWM
44
Mission Wealth Management
California
$11.4M 236,535 -32,445 -12%
FMWA
45
Forvis Mazars Wealth Advisors
Missouri
$11.2M 232,130 -191,480 -45%
MWM
46
Modera Wealth Management
New Jersey
$10.9M 224,973 -18,815 -8%
EA
47
Efficient Advisors
Ohio
$10.2M 212,318 +143 +0.1%
Stifel Financial
48
Stifel Financial
Missouri
$9.99M 207,073 +95,072 +85%
WA
49
Wealth Architects
California
$9.61M 199,187 +8,200 +4%
BAAM
50
Baker Avenue Asset Management
California
$9.36M 193,838 +792 +0.4%
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