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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.

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 %
BWM
101
Braver Wealth Management
Massachusetts
$3.12M +$62.8K +1,260 +2%
ECM
102
ETrade Capital Management
Virginia
$3.07M +$7.63K +153 +0.2%
SCM
103
Sterling Capital Management
North Carolina
$3.05M +$2.79M +55,949 +1,050%
LMIM
104
Lockheed Martin Investment Management
Maryland
$3.02M +$1.11M +22,210 +58%
FC
105
FCA Corp
Texas
$3M +$134K +2,690 +5%
Prudential Financial
106
Prudential Financial
New Jersey
$2.99M -$2.99M -60,000 -50%
BEC
107
Blue Edge Capital
Virginia
$2.97M -$137K -2,856 -4%
VC
108
Vestor Capital
Illinois
$2.88M -$93.1K -1,867 -3%
SS
109
Simplicity Solutions
Minnesota
$2.86M +$2.86M +57,315 New
FA
110
FDx Advisors
Illinois
$2.85M +$82.2K +1,650 +3%
MC
111
Martin & Co
Tennessee
$2.79M -$4.49K -90 -0.2%
NA
112
Nottingham Advisors
New York
$2.74M -$244K -4,894 -8%
FEG
113
Fund Evaluation Group
Ohio
$2.69M -$125K -2,516 -4%
SIC
114
Shoker Investment Counsel
Ohio
$2.65M +$20.1K +403 +0.8%
HighTower Advisors
115
HighTower Advisors
Illinois
$2.56M -$660K -13,255 -20%
ATC
116
Argent Trust Co
Tennessee
$2.56M +$615K +12,345 +32%
PFA
117
Paradigm Financial Advisors
Missouri
$2.52M +$51.9K +1,042 +2%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$2.48M +$114K +2,296 +5%
CF
119
Corrigan Financial
Rhode Island
$2.43M +$19.2K +385 +0.8%
Ameriprise
120
Ameriprise
Minnesota
$2.36M +$376K +7,534 +19%
GT
121
Glenview Trust
Kentucky
$2.36M +$2.36M +47,307 New
PA
122
Parkside Advisors
California
$2.32M +$84.8K +1,702 +4%
MPWT
123
MassMutual Private Wealth & Trust
Connecticut
$2.32M +$2.32M +46,577 New
RPG
124
Risk Paradigm Group
Texas
$2.17M -$2.7M -54,130 -55%
Macquarie Group
125
Macquarie Group
Australia
$2.15M +$2.15M +43,219 New
3 4
5
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