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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

327 hedge funds and large institutions have $4.13B invested in iShares MSCI EAFE Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 146 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
8.19%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
47
Increased
146
Reduced
90
Closed
31
Calls
$503K
Puts
–
Net Calls
+$503K
Net Calls Change
+$65.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$470M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$98.4M
3
TCT
3
TIAA CREF Trust
Missouri
$550M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$79.1M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$471M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$77.2M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$92.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.3M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
51
Dearborn Capital Management
Illinois
$9.91M +$9.91M +198,829 New
OCM
52
One Capital Management
California
$9.45M +$265K +5,321 +3%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$9M +$826K +16,583 +10%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$8.9M -$4.97M -100,183 -36%
MOACM
55
Mutual of America Capital Management
New York
$8.87M – – –
IA
56
IndexIQ Advisors
New York
$8.59M +$6.26M +125,520 +268%
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$8.21M -$355K -7,124 -4%
PAI
58
Pittenger & Anderson Inc
Nebraska
$7.6M +$341K +6,841 +5%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$7.45M +$418K +8,378 +6%
CA
60
Cumberland Advisors
Florida
$7.27M -$750K -15,055 -9%
BF
61
BOK Financial
Oklahoma
$7.02M -$847K -16,989 -11%
Axa
62
Axa
France
$6.93M -$577K -11,580 -8%
GT
63
Glenmede Trust
Pennsylvania
$6.85M +$649K +13,022 +10%
LIC
64
Lodestar Investment Counsel
Illinois
$6.75M -$1.45K -29 -0%
JFGLC
65
Johnson Financial Group LLC (Colorado)
Colorado
$6.12M +$6.12M +122,727 New
Jane Street
66
Jane Street
New York
$6.09M +$6.09M +122,086 New
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$5.97M -$440K -8,832 -7%
AWP
68
Ascent Wealth Partners
New York
$5.91M -$46.8K -938 -0.8%
IFS
69
Ifrah Financial Services
Arkansas
$5.88M +$154K +3,092 +3%
CAN
70
Cetera Advisor Networks
California
$5.76M -$772K -15,505 -12%
SEIA
71
Signature Estate & Investment Advisors
California
$5.73M +$129K +2,589 +2%
Fiera Capital (Canada)
72
Fiera Capital (Canada)
Quebec, Canada
$5.71M -$2.23M -44,750 -28%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$5.7M +$244K +4,886 +4%
FWP
74
FAS Wealth Partners
Kansas
$5.36M +$655K +13,136 +14%
Lord, Abbett & Co
75
Lord, Abbett & Co
New Jersey
$5.33M -$582K -11,669 -10%
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