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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 %
BEC
101
Blue Edge Capital
Virginia
$3.18M 65,964 +3,203 +5%
HCM
102
HM Capital Management
Missouri
$3.17M 65,710 – –
BP
103
Ballentine Partners
Massachusetts
$3.09M 64,080 +587 +0.9%
SC
104
Savant Capital
Illinois
$3.08M 63,812 +5,177 +9%
ECM
105
ETrade Capital Management
Virginia
$3.06M 63,415 +682 +1%
BWM
106
Braver Wealth Management
Massachusetts
$2.98M 61,821 -42,107 -41%
NA
107
Nottingham Advisors
New York
$2.91M 60,391 -1,416 -2%
BTS
108
BB&T Securities
Virginia
$2.87M 59,517 +15,317 +35%
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$2.8M 58,047 -17,366 -23%
VC
110
Vestor Capital
Illinois
$2.8M 58,026 +79 +0.1%
AI
111
Atria Investments
North Carolina
$2.74M 57,312 +3,647 +7%
AEPG
112
American Economic Planning Group
New Jersey
$2.71M 56,052 -2,461 -4%
VC
113
Vicus Capital
Pennsylvania
$2.7M 55,917 +7,041 +14%
MC
114
Martin & Co
Tennessee
$2.67M 55,234 -2,055 -4%
FA
115
FDx Advisors
Illinois
$2.64M 54,783 +5,521 +11%
FC
116
FCA Corp
Texas
$2.61M 54,159 -1,450 -3%
SIC
117
Shoker Investment Counsel
Ohio
$2.6M 53,903 -529 -1%
WCWM
118
Wooster Corthell Wealth Management
Connecticut
$2.52M 52,211 -150,296 -74%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$2.44M 50,379 +4,409 +10%
CF
120
Corrigan Financial
Rhode Island
$2.34M 48,447 -1,043 -2%
PFA
121
Paradigm Financial Advisors
Missouri
$2.28M 47,220 +2,430 +5%
PA
122
Parkside Advisors
California
$2.27M 46,982 -187 -0.4%
AA
123
Alesco Advisors
New York
$2.22M 46,049 +81 +0.2%
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$2.15M 44,589 +44,589 New
CPS
125
Counsel Portfolio Services
Ontario, Canada
$2.08M 43,046 +244 +0.6%
3 4
5
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