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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 %
SGAM
151
Steinberg Global Asset Management
Florida
$1.17M -$189K -3,786 -14%
AFP
152
Ausdal Financial Partners
Iowa
$1.17M +$4.99K +100 +0.4%
BJ
153
BlackRock Japan
Japan
$1.16M -$207K -4,159 -15%
Mariner
154
Mariner
Kansas
$1.15M +$545K +10,946 +90%
GG
155
Gofen & Glossberg
Illinois
$1.15M – – –
CFD
156
Creative Financial Designs
Indiana
$1.14M +$1.14M +22,942 New
ACM
157
Armbruster Capital Management
New York
$1.12M -$369K -7,392 -25%
DWM
158
Dakota Wealth Management
Florida
$1.09M +$4.24K +85 +0.4%
CG
159
Cutler Group
California
$1.08M -$3.23M -64,761 -75%
EA
160
Elm Advisors
California
$1.08M -$8.98K -180 -0.8%
CTA
161
Chesley Taft & Associates
Illinois
$1.07M +$22.4K +450 +2%
GA
162
GFS Advisors
Texas
$1.07M -$487K -9,757 -31%
AG
163
Advisor Group
Arizona
$1.06M -$75.4K -1,513 -7%
TPWA
164
TRUE Private Wealth Advisors
Oregon
$1.05M +$81.2K +1,558 +8%
VC
165
Vicus Capital
Pennsylvania
$1.04M -$4.75M -95,327 -82%
EAM
166
Evanson Asset Management
California
$1.03M +$2.44K +49 +0.2%
FWM
167
Frontier Wealth Management
Missouri
$1.03M +$18.4K +370 +2%
CDIA
168
Capital Directions Investment Advisors
Georgia
$1.02M +$99.1K +1,988 +11%
CAAS
169
Capital Asset Advisory Services
Michigan
$1.02M +$1.02M +20,497 New
Charles Schwab
170
Charles Schwab
California
$997K +$424K +8,500 +74%
WCF
171
West Coast Financial
California
$982K -$10.7K -215 -1%
CAL
172
Capital Analysts LLC
Pennsylvania
$974K +$27.9K +559 +3%
LNC
173
Lincoln National Corp
Pennsylvania
$958K +$958K +19,208 New
SWM
174
SVA Wealth Management
Wisconsin
$914K +$272K +5,447 +42%
RSA
175
Robertson Stephens Advisors
California
$906K +$906K +18,183 New
5 6
7
8 9