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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

315 hedge funds and large institutions have $3.93B invested in iShares MSCI EAFE Small-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 119 reducing their positions, and 26 closing their positions.

Holders
315
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
8.42%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
28
Increased
116
Reduced
119
Closed
26
Calls
$879K
Puts
$66.3M
Net Calls
-$65.4M
Net Calls Change
-$65.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$53M
2
TCT
2
TIAA CREF Trust
Missouri
$536M
3
Creative Planning
3
Creative Planning
Kansas
$245M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$456M
5
GLA
5
Great Lakes Advisors
Illinois
$57.9M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$10K
2
Jane Street
2
Jane Street
New York
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$5.73M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$97.2M
5
Charles Schwab
5
Charles Schwab
California
$603K
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
151
Evanson Asset Management
California
$1.08M 20,566 -600 -3%
CRCP
152
Copper Rock Capital Partners
Massachusetts
$1.07M 20,600 -140,238 -87%
DMS
153
Discretionary Management Services
Kansas
$1.07M 20,500 +20,500 New
FWM
154
Frontier Wealth Management
Missouri
$1.06M 20,216 – –
WCF
155
West Coast Financial
California
$1.04M 19,917 -600 -3%
CAL
156
Capital Analysts LLC
Pennsylvania
$995K 18,978 -1,582 -8%
CDIA
157
Capital Directions Investment Advisors
Georgia
$970K 18,508 -607 -3%
SPWA
158
SteelBridge Private Wealth Advisors
Florida
$969K 18,480 – –
GC
159
Grimes & Company
Massachusetts
$958K 18,277 +18,277 New
TPWA
160
TRUE Private Wealth Advisors
Oregon
$946K 18,524 +2,374 +15%
PP
161
Prudential plc
United Kingdom
$936K 17,850 +3,480 +24%
TFF
162
The Family Firm
Maryland
$905K 17,262 -883 -5%
BOH
163
Bank of Hawaii
Hawaii
$846K 16,138 +4,535 +39%
JA
164
JOYN Advisors
Georgia
$826K 15,761 -225 -1%
CFA
165
Camarda Financial Advisors
Florida
$824K 15,729 -14,110 -47%
CFC
166
Coyle Financial Counsel
Illinois
$744K 14,463 +893 +7%
CS
167
Credit Suisse
Switzerland
$744K 14,188 +14,188 New
RJT
168
Raymond James Trust
Florida
$736K 14,048 -4 -0%
SLT
169
St Louis Trust
Missouri
$734K 13,995 – –
Millennium Management
170
Millennium Management
New York
$716K 13,666 +13,666 New
Citigroup
171
Citigroup
New York
$714K 13,633 -1,195 -8%
CA
172
Cetera Advisors
Colorado
$697K 13,341 +3,610 +37%
William Blair & Company
173
William Blair & Company
Illinois
$697K 13,300 +7,155 +116%
MFT
174
Moisand Fitzgerald Tamayo
Florida
$694K 13,244 – –
KA
175
Klingman & Associates
New York
$693K 13,229 – –
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7
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