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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

377 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+17
Holders Change %
+4.72%
% of All Funds
9.41%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.9%
New
44
Increased
164
Reduced
103
Closed
22
Calls
$490K
Puts
$1.2M
Net Calls
-$712K
Net Calls Change
-$1.06M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$449M
2
KP
2
Keel Point
Alabama
$72.3M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$45.2M
4
Creative Planning
4
Creative Planning
Kansas
$440M
5
Bank of America
5
Bank of America
North Carolina
$177M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$11.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$567M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$53M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
51
Choreo LLC
Illinois
$17M -$278K -4,488 -2%
UB
52
UMB Bank
Missouri
$15M +$980K +15,813 +7%
Stifel Financial
53
Stifel Financial
Missouri
$14M +$1.46M +23,533 +12%
MWM
54
Modera Wealth Management
New Jersey
$13.8M +$168K +2,713 +1%
OCM
55
One Capital Management
California
$13.5M +$782K +12,617 +6%
WA
56
Wealth Architects
California
$13M +$62.9K +1,015 +0.5%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$12.5M +$608K +9,814 +5%
CBT
58
Central Bank & Trust
Kentucky
$12.3M -$130K -2,099 -1%
Brown Advisory
59
Brown Advisory
Maryland
$12M +$1.85M +29,822 +18%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$11.8M -$29.5M -475,769 -71%
EA
61
Efficient Advisors
Ohio
$11.7M -$461K -7,440 -4%
BP
62
Ballentine Partners
Massachusetts
$11.6M +$50.3K +812 +0.4%
BJL
63
Brighton Jones LLC
Washington
$11.2M -$399K -6,441 -3%
MOACM
64
Mutual of America Capital Management
New York
$11M – – –
AF
65
Allworth Financial
California
$10.7M +$754K +12,163 +8%
PAI
66
Pittenger & Anderson Inc
Nebraska
$10.3M +$334K +5,394 +3%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$10M +$217K +3,492 +2%
Prudential Financial
68
Prudential Financial
New Jersey
$9.92M – – –
HighTower Advisors
69
HighTower Advisors
Illinois
$9.47M +$203K +3,278 +2%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$9.16M -$239K -3,859 -3%
Ameriprise
71
Ameriprise
Minnesota
$9.04M +$3.09M +50,010 +52%
LIC
72
Lodestar Investment Counsel
Illinois
$8.95M -$18.8K -304 -0.2%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$8.66M +$456K +7,350 +6%
MIS
74
Morningstar Investment Services
Illinois
$8.57M +$1.83M +29,559 +27%
BF
75
BOK Financial
Oklahoma
$8.2M -$285K -4,600 -3%
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3
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