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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

540 hedge funds and large institutions have $5.43B invested in iShares MSCI EAFE Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+38
Holders Change %
+7.57%
% of All Funds
12.05%
Holding in Top 10
47
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+51.61%
% of All Funds
1.05%
New
113
Increased
187
Reduced
186
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Allstate Corporation
Illinois
$162M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$157M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$239M
4
CG
4
Colony Group
Massachusetts
$38.4M
5
RC
5
Rinet Company
Massachusetts
$34.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$153M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$575M
3
Creative Planning
3
Creative Planning
Kansas
$304M
4
KP
4
Keel Point
Alabama
$20.6M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
126
Quest Capital Management
Texas
$5.35M +$5.35M +103,287 New
CRC
127
Curi RMB Capital
Illinois
$5.31M +$5.08M +98,031 +2,227%
EPM
128
Elm Partners Management
Pennsylvania
$5.27M +$5.27M +102,268 New
BOH
129
Bank of Hawaii
Hawaii
$5.2M +$4.39M +84,648 +539%
CCA
130
Checchi Capital Advisers
California
$5M -$473K -9,122 -9%
Northern Trust
131
Northern Trust
Illinois
$4.77M +$3.56M +68,711 +294%
CRCP
132
Copper Rock Capital Partners
Massachusetts
$4.75M +$501K +9,719 +12%
ECG
133
Edge Capital Group
Georgia
$4.61M +$4.61M +89,032 New
TCM
134
Telos Capital Management
California
$4.57M +$92.6K +1,787 +2%
DSA
135
Droms Strauss Advisors
Missouri
$4.52M +$4.52M +87,263 New
CFA
136
Clarfeld Financial Advisors
New York
$4.48M +$4.48M +86,500 New
TIM
137
Tortoise Investment Management
New York
$4.35M -$27.8K -537 -0.6%
PFA
138
Paradigm Financial Advisors
Missouri
$4.09M +$129K +2,491 +3%
LFS
139
Lutz Financial Services
Nebraska
$4.08M +$4.08M +78,629 New
HR
140
Hardy Reed
Mississippi
$4.06M +$4.06M +78,399 New
PWMAG
141
Pinnacle Wealth Management Advisory Group
New Jersey
$4.01M -$1.13M -21,745 -22%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$3.93M -$165K -3,184 -4%
MF
143
Manchester Financial
California
$3.91M +$3.91M +75,456 New
William Blair & Company
144
William Blair & Company
Illinois
$3.9M +$1.53M +29,518 +65%
SCP
145
Syntal Capital Partners
Texas
$3.78M -$69.3K -1,338 -2%
GPA
146
Guidance Point Advisors
Massachusetts
$3.74M +$3.74M +76,903 New
HC
147
HNP Capital
New York
$3.68M +$3.68M +71,022 New
BEC
148
Blue Edge Capital
Virginia
$3.64M -$1.16M -22,454 -24%
Prudential Financial
149
Prudential Financial
New Jersey
$3.64M -$7.86M -151,768 -68%
NHC
150
Nicholas Hoffman & Company
Georgia
$3.59M +$3.26M +62,959 +1,005%
4 5
6
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