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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

477 hedge funds and large institutions have $7.01B invested in iShares MSCI EAFE Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 201 increasing their positions, 148 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
10.95%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.92%
New
56
Increased
201
Reduced
148
Closed
30
Calls
$978K
Puts
$4.62M
Net Calls
-$3.64M
Net Calls Change
-$3.12M

Top Buyers

1
SB
1
Suntrust Banks
Georgia
$185M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$94.3M
3
CRCP
3
Copper Rock Capital Partners
Massachusetts
$55M
4
NYLIM
4
New York Life Investment Management
New York
$26M
5
MSL
5
Mackay Shields LLC
New York
$26M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$262M
2
BlackRock
2
BlackRock
New York
$408M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
TF
5
TIAA FSB
Florida
$746M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEC
101
Blue Edge Capital
Virginia
$5.95M -$330K -5,067 -5%
TIM
102
Tortoise Investment Management
New York
$5.89M +$453K +6,948 +8%
ECM
103
ETrade Capital Management
Virginia
$5.69M +$1.63M +25,001 +40%
JWS
104
Juncture Wealth Strategies
Arizona
$5.68M +$440K +6,745 +8%
FMWA
105
Forvis Mazars Wealth Advisors
Missouri
$5.65M -$3.37M -51,626 -37%
PWMAG
106
Pinnacle Wealth Management Advisory Group
New Jersey
$5.63M -$83.1K -1,275 -1%
MAS
107
Managed Account Services
Florida
$5.57M -$140K -2,145 -2%
TCM
108
Telos Capital Management
California
$5.42M +$48.4K +742 +0.9%
EWA
109
EP Wealth Advisors
California
$5.31M +$5.31M +81,429 New
PFBT
110
Parkside Financial Bank & Trust
Missouri
$4.86M +$17.6K +270 +0.4%
NSLI
111
Nan Shan Life Insurance
Taiwan
$4.76M +$4.76M +72,992 New
SCP
112
Syntal Capital Partners
Texas
$4.72M -$671K -10,291 -12%
PFA
113
Paradigm Financial Advisors
Missouri
$4.7M +$540K +8,278 +13%
ECM
114
Evergreen Capital Management
Washington
$4.57M +$57.9K +888 +1%
AF
115
Allworth Financial
California
$4.46M -$7.22M -110,778 -62%
FC
116
FCA Corp
Texas
$4.38M +$21.3K +326 +0.5%
ASN
117
Advisory Services Network
Georgia
$4.35M +$1.08M +16,581 +33%
CIBC World Market
118
CIBC World Market
Ontario, Canada
$4.28M +$914K +14,015 +27%
IWA
119
Independence Wealth Advisors
Virginia
$4.28M +$645K +9,897 +18%
SIC
120
Shoker Investment Counsel
Ohio
$4.13M +$5.09K +78 +0.1%
VC
121
Vestor Capital
Illinois
$4.06M +$116K +1,787 +3%
SPC
122
Sigma Planning Corp
Michigan
$4.01M +$53.7K +824 +1%
HS
123
Horan Securities
United States
$3.98M +$467K +7,086 +13%
AA
124
Alesco Advisors
New York
$3.98M +$23.5K +360 +0.6%
HW
125
Hancock Whitney
Mississippi
$3.9M +$812K +12,447 +26%
3 4
5
6 7