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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 %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$2.32M -$10.7K -198 -0.5%
SPC
127
Sigma Planning Corp
Michigan
$2.3M +$237K +4,376 +12%
RC
128
RegentAtlantic Capital
New Jersey
$2.26M – – –
BOS
129
Bank of Stockton
California
$2.05M +$281K +5,195 +16%
PAM
130
Panagora Asset Management
Massachusetts
$2.03M -$91K -1,682 -4%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$1.94M +$516K +9,540 +36%
WCWM
132
Wooster Corthell Wealth Management
Connecticut
$1.86M -$122K -2,250 -6%
SPWA
133
SteelBridge Private Wealth Advisors
Florida
$1.84M – – –
WA
134
Waverly Advisors
Alabama
$1.83M +$163K +3,002 +10%
SFM
135
Signet Financial Management
New Jersey
$1.8M +$219K +4,046 +14%
HT
136
Hefren-Tillotson
Pennsylvania
$1.76M +$76.2K +1,408 +5%
HCM
137
HM Capital Management
Missouri
$1.73M – – –
FAAS
138
First Allied Advisory Services
California
$1.7M +$329K +6,083 +24%
DY
139
Dowling & Yahnke
California
$1.66M +$27K +499 +2%
LC
140
Lourd Capital
California
$1.65M – – –
ACP
141
Aveo Capital Partners
Colorado
$1.63M +$1.63M +30,164 New
GG
142
Gofen & Glossberg
Illinois
$1.62M +$369K +6,824 +30%
HCM
143
Hengehold Capital Management
Ohio
$1.61M +$56.9K +1,051 +4%
FHA
144
First Horizon Advisors
Tennessee
$1.6M +$234K +4,207 +17%
Invesco
145
Invesco
Georgia
$1.57M +$224K +4,144 +17%
EWM
146
Empirical Wealth Management
Washington
$1.52M -$16.5K -305 -1%
Citadel Advisors
147
Citadel Advisors
Florida
$1.52M +$1.52M +28,048 New
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$1.49M -$1.03M -19,048 -41%
AWM
149
Avior Wealth Management
Nebraska
$1.48M +$83.3K +1,539 +6%
Macquarie Group
150
Macquarie Group
Australia
$1.48M -$864K -15,956 -37%
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