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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

315 hedge funds and large institutions have $3.93B invested in iShares MSCI EAFE Small-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 119 reducing their positions, and 26 closing their positions.

Holders
315
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
8.42%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
28
Increased
116
Reduced
119
Closed
26
Calls
$879K
Puts
$66.3M
Net Calls
-$65.4M
Net Calls Change
-$65.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$53M
2
TCT
2
TIAA CREF Trust
Missouri
$536M
3
Creative Planning
3
Creative Planning
Kansas
$245M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$456M
5
GLA
5
Great Lakes Advisors
Illinois
$57.9M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$10K
2
Jane Street
2
Jane Street
New York
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$5.73M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$97.2M
5
Charles Schwab
5
Charles Schwab
California
$603K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$29.1M 554,477 -10,471 -2%
MGIA
27
Moneta Group Investment Advisors
Missouri
$28.2M 537,700 +18,845 +4%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$27.9M 533,240 +31,326 +6%
State Street
29
State Street
Massachusetts
$27.9M 531,952 +14,385 +3%
SB
30
Suntrust Banks
Georgia
$27.8M 529,801 +32,105 +6%
M&T Bank
31
M&T Bank
New York
$26.2M 499,309 -72,075 -13%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$21.9M 418,620 -88,101 -17%
Wells Fargo
33
Wells Fargo
California
$19.7M 375,089 +53,679 +17%
BSW
34
Buckingham Strategic Wealth
Missouri
$17.3M 330,796 +443 +0.1%
CL
35
Choreo LLC
Illinois
$16.8M 320,563 -25,169 -7%
PL
36
Plancorp LLC
Missouri
$16.5M 314,470 +7,549 +2%
PA
37
Pinnacle Associates
New York
$15.5M 295,533 +1,054 +0.4%
SC
38
Stratford Consulting
Texas
$15.2M 289,737 -418 -0.1%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$14.7M 279,531 +101,658 +57%
AF
40
Allworth Financial
California
$14M 267,960 +10,229 +4%
AA
41
ALPS Advisors
Colorado
$13.8M 264,174 -89,001 -25%
US Bancorp
42
US Bancorp
Minnesota
$13.3M 253,891 -64,147 -20%
MWM
43
Mission Wealth Management
California
$12M 228,409 -8,126 -3%
MWM
44
Modera Wealth Management
New Jersey
$11.7M 224,103 -870 -0.4%
BAAM
45
Baker Avenue Asset Management
California
$11.5M 220,229 +26,391 +14%
EA
46
Efficient Advisors
Ohio
$10.9M 208,208 -4,110 -2%
Stifel Financial
47
Stifel Financial
Missouri
$10.6M 202,847 -4,226 -2%
WA
48
Wealth Architects
California
$10.4M 199,236 +49 +0%
BJL
49
Brighton Jones LLC
Washington
$9.9M 188,927 -3,607 -2%
OCM
50
One Capital Management
California
$9.66M 184,254 +13,198 +8%
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