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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 %
QCG
151
Quadrant Capital Group
Ohio
$1.47M +$952K +17,612 +182%
Citigroup
152
Citigroup
New York
$1.4M -$65.7K -1,213 -4%
CFA
153
Cahill Financial Advisors
Minnesota
$1.39M +$48.9K +903 +4%
Mariner
154
Mariner
Kansas
$1.37M +$118K +2,189 +9%
ACM
155
Avalon Capital Management
California
$1.37M +$1.37M +25,236 New
WI
156
Wintrust Investments
Illinois
$1.37M +$1.37M +25,215 New
SGAM
157
Steinberg Global Asset Management
Florida
$1.36M +$97.9K +1,808 +8%
JA
158
JOYN Advisors
Georgia
$1.33M +$454K +8,392 +52%
FA
159
FCG Advisors
New Jersey
$1.3M +$18.7K +345 +1%
BFEC
160
Benjamin F. Edwards & Company
Missouri
$1.29M +$796K +14,701 +162%
EA
161
Elm Advisors
California
$1.28M +$110K +2,025 +9%
AFP
162
Ausdal Financial Partners
Iowa
$1.24M -$24.6K -454 -2%
QFA
163
Quattro Financial Advisors
Texas
$1.23M +$1.23M +29,440 New
AG
164
Advisor Group
Arizona
$1.2M +$44.2K +816 +4%
TPWA
165
TRUE Private Wealth Advisors
Oregon
$1.2M +$119K +2,216 +11%
CAAS
166
Capital Asset Advisory Services
Michigan
$1.19M +$80.7K +1,491 +7%
CTA
167
Chesley Taft & Associates
Illinois
$1.18M +$17.6K +325 +2%
DWM
168
Dakota Wealth Management
Florida
$1.16M -$27.6K -509 -2%
EAM
169
Evanson Asset Management
California
$1.15M +$38.2K +706 +3%
CDIA
170
Capital Directions Investment Advisors
Georgia
$1.12M +$6.23K +115 +0.6%
AWM
171
AE Wealth Management
Kansas
$1.11M +$423K +7,813 +62%
HW
172
Hancock Whitney
Mississippi
$1.1M +$1.1M +20,302 New
PP
173
Prudential plc
United Kingdom
$1.09M +$791K +14,600 +268%
SS
174
Simplicity Solutions
Minnesota
$1.08M -$2.02M -37,305 -65%
FWM
175
Frontier Wealth Management
Missouri
$1.07M -$45.8K -845 -4%
5 6
7
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