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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

339 hedge funds and large institutions have $4.75B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 142 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+12
Holders Change %
+3.67%
% of All Funds
8.45%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.7%
New
41
Increased
142
Reduced
112
Closed
22
Calls
$1K
Puts
$319K
Net Calls
-$318K
Net Calls Change
-$821K

Top Buyers

1
BlackRock
1
BlackRock
New York
$406M
2
AIMCA
2
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$148M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$161M
4
AssetMark Inc
4
AssetMark Inc
California
$41.8M
5
Creative Planning
5
Creative Planning
Kansas
$317M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$11.4M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$41.1M
3
Franklin Resources
3
Franklin Resources
California
$41.2M
4
SO
4
STRS Ohio
Ohio
$0
5
IA
5
IndexIQ Advisors
New York
$266K
Name Holding Trade Value Shares
Change 		Shares
Change %
BEC
101
Blue Edge Capital
Virginia
$3.5M +$144K +2,660 +4%
FC
102
FCA Corp
Texas
$3.37M +$108K +2,000 +3%
BFPW
103
BOK Financial Private Wealth
Colorado
$3.36M -$206K -3,811 -6%
Prudential Financial
104
Prudential Financial
New Jersey
$3.25M – – –
Mackenzie Financial
105
Mackenzie Financial
Ontario, Canada
$3.25M +$3.25M +60,000 New
FCBT
106
First Citizens Bank & Trust
North Carolina
$3.24M -$1.34M -24,773 -29%
NA
107
Nottingham Advisors
New York
$3.24M +$267K +4,934 +9%
ECM
108
ETrade Capital Management
Virginia
$3.21M -$119K -2,197 -4%
RWP
109
RWA Wealth Partners
Massachusetts
$3.21M +$3.21M +59,240 New
ATC
110
Argent Trust Co
Tennessee
$3.19M +$404K +7,460 +15%
VC
111
Vestor Capital
Illinois
$3.17M +$41.9K +773 +1%
MC
112
Martin & Co
Tennessee
$3.12M +$80.9K +1,495 +3%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$3.11M +$419K +7,744 +16%
Lord, Abbett & Co
114
Lord, Abbett & Co
New Jersey
$3.09M -$2.7M -49,884 -47%
FA
115
FDx Advisors
Illinois
$2.98M -$122K -2,245 -4%
PFA
116
Paradigm Financial Advisors
Missouri
$2.97M +$232K +4,288 +8%
SIC
117
Shoker Investment Counsel
Ohio
$2.8M -$74.9K -1,383 -3%
GT
118
Glenview Trust
Kentucky
$2.79M +$233K +4,310 +9%
RPG
119
Risk Paradigm Group
Texas
$2.72M +$369K +6,816 +16%
FEG
120
Fund Evaluation Group
Ohio
$2.67M -$254K -4,684 -9%
CF
121
Corrigan Financial
Rhode Island
$2.61M -$30.1K -556 -1%
SCM
122
Sterling Capital Management
North Carolina
$2.6M -$717K -13,244 -22%
PA
123
Parkside Advisors
California
$2.54M +$11.9K +220 +0.5%
VKH
124
Virtu KCG Holdings
New York
$2.49M +$2.49M +45,910 New
MBT
125
Montecito Bank & Trust
California
$2.44M -$1.44M -26,557 -37%
3 4
5
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