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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.

New
Increased
Maintained
Reduced
Closed
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 %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$2.15M -$315K -6,313 -13%
Northern Trust
127
Northern Trust
Illinois
$2.11M +$601K +12,049 +40%
RC
128
RegentAtlantic Capital
New Jersey
$2.08M -$20.7K -416 -1%
PAM
129
Panagora Asset Management
Massachusetts
$1.95M -$89.1K -1,788 -4%
SPC
130
Sigma Planning Corp
Michigan
$1.9M +$517K +10,372 +37%
WCWM
131
Wooster Corthell Wealth Management
Connecticut
$1.83M -$558K -11,188 -23%
CBT
132
Central Bank & Trust
Kentucky
$1.82M +$1.81M +36,277 +15,437%
SPWA
133
SteelBridge Private Wealth Advisors
Florida
$1.76M +$804K +15,530 +84%
BOS
134
Bank of Stockton
California
$1.63M +$161K +3,230 +11%
HCM
135
HM Capital Management
Missouri
$1.59M -$1.68M -33,790 -51%
HT
136
Hefren-Tillotson
Pennsylvania
$1.55M +$171K +3,421 +12%
WA
137
Waverly Advisors
Alabama
$1.53M +$193K +3,867 +14%
LC
138
Lourd Capital
California
$1.52M +$1.01M +20,298 +201%
DY
139
Dowling & Yahnke
California
$1.5M – – –
SFM
140
Signet Financial Management
New Jersey
$1.45M +$87.1K +1,747 +6%
HCM
141
Hengehold Capital Management
Ohio
$1.43M +$158K +3,165 +12%
EWM
142
Empirical Wealth Management
Washington
$1.41M +$1.41M +28,371 New
Citigroup
143
Citigroup
New York
$1.35M +$673K +13,499 +99%
CIBC World Market
144
CIBC World Market
Ontario, Canada
$1.31M +$105K +2,100 +9%
AWM
145
Avior Wealth Management
Nebraska
$1.28M +$27.5K +552 +2%
FHA
146
First Horizon Advisors
Tennessee
$1.27M – – –
FAAS
147
First Allied Advisory Services
California
$1.26M +$19.8K +397 +2%
Invesco
148
Invesco
Georgia
$1.24M +$87.7K +1,760 +8%
CFA
149
Cahill Financial Advisors
Minnesota
$1.23M +$13.7K +274 +1%
FA
150
FCG Advisors
New Jersey
$1.18M -$452K -9,077 -28%
4 5
6
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