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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

493 hedge funds and large institutions have $7.26B invested in iShares MSCI EAFE Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 226 increasing their positions, 139 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
+16
Holders Change %
+3.35%
% of All Funds
11.3%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.89%
New
51
Increased
226
Reduced
139
Closed
31
Calls
$201K
Puts
$2.83M
Net Calls
-$2.63M
Net Calls Change
+$1.02M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$426M
2
AssetMark Inc
AssetMark Inc
California
$119M
3
BL
Balentine LLC
Georgia
$204M
4
PPA
Parametric Portfolio Associates
Washington
$172M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$771M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$500M
2
TF
TIAA FSB
Florida
$660M
3
CRCP
Copper Rock Capital Partners
Massachusetts
$21M
4
MSL
Mackay Shields LLC
New York
$0
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$20.5M -$836K -13,326 -4%
Squarepoint
52
Squarepoint
New York
$20.3M +$20.3M +323,244 New
UB
53
UMB Bank
Missouri
$20.2M +$1.3M +20,798 +7%
BSW
54
Buckingham Strategic Wealth
Missouri
$19.4M +$89.2K +1,422 +0.5%
SC
55
Stratford Consulting
Texas
$18.7M -$533K -8,503 -3%
OAM
56
Oppenheimer Asset Management
New York
$18.1M +$2.07M +32,999 +13%
PL
57
Plancorp LLC
Missouri
$17.3M – – –
PAI
58
Pittenger & Anderson Inc
Nebraska
$16.3M +$1.36M +21,674 +9%
CL
59
Choreo LLC
Illinois
$16M -$273K -4,347 -2%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$15.6M +$372K +5,922 +2%
Prudential Financial
61
Prudential Financial
New Jersey
$15.4M +$5.52M +88,053 +56%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$15.3M +$1.06M +16,833 +7%
BAMG
63
Brand Asset Management Group
Missouri
$15.2M +$15.2M +242,786 New
Wellington Management Group
64
Wellington Management Group
Massachusetts
$14.7M +$7.61M +121,365 +108%
OCM
65
One Capital Management
California
$14.6M +$796K +12,685 +6%
MWM
66
Modera Wealth Management
New Jersey
$13.9M -$777K -12,389 -5%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$13.7M +$10.4M +165,277 +314%
WA
68
Wealth Architects
California
$13M -$178K -2,842 -1%
BAAM
69
Baker Avenue Asset Management
California
$12.6M +$188K +2,997 +2%
HighTower Advisors
70
HighTower Advisors
Illinois
$12.1M +$270K +4,300 +2%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$12M +$464K +7,402 +4%
EA
72
Efficient Advisors
Ohio
$11.2M -$14.5K -231 -0.1%
MOACM
73
Mutual of America Capital Management
New York
$11.2M – – –
BJL
74
Brighton Jones LLC
Washington
$10.8M -$35.8K -571 -0.3%
BP
75
Ballentine Partners
Massachusetts
$10.8M +$24.5K +390 +0.2%
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