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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

377 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+17
Holders Change %
+4.72%
% of All Funds
9.41%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.9%
New
44
Increased
164
Reduced
103
Closed
22
Calls
$490K
Puts
$1.2M
Net Calls
-$712K
Net Calls Change
-$1.06M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$449M
2
KP
Keel Point
Alabama
$72.3M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$45.2M
4
Creative Planning
Creative Planning
Kansas
$440M
5
Bank of America
Bank of America
North Carolina
$177M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$567M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$53M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
151
Wooster Corthell Wealth Management
Connecticut
$2.03M -$26.6K -429 -1%
FHA
152
First Horizon Advisors
Tennessee
$2.02M +$95.5K +1,543 +5%
QCG
153
Quadrant Capital Group
Ohio
$1.95M +$402K +6,505 +26%
Citigroup
154
Citigroup
New York
$1.93M +$99.1K +1,598 +5%
CG
155
Colony Group
Massachusetts
$1.92M +$68.3K +1,101 +4%
LC
156
Lourd Capital
California
$1.89M – – –
GG
157
Gofen & Glossberg
Illinois
$1.83M – – –
DY
158
Dowling & Yahnke
California
$1.8M -$9.3K -150 -0.5%
HCM
159
Hengehold Capital Management
Ohio
$1.79M -$46.4K -749 -3%
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$1.76M +$78.5K +1,266 +5%
EAM
161
Evanson Asset Management
California
$1.76M +$129K +2,083 +8%
SGAM
162
Steinberg Global Asset Management
Florida
$1.71M +$104K +1,674 +6%
AWM
163
Avior Wealth Management
Nebraska
$1.68M +$29K +467 +2%
CFA
164
Cahill Financial Advisors
Minnesota
$1.67M +$64.7K +1,043 +4%
AG
165
Advisor Group
Arizona
$1.65M +$121K +1,955 +8%
EWM
166
Empirical Wealth Management
Washington
$1.63M -$81.2K -1,310 -5%
WI
167
Wintrust Investments
Illinois
$1.63M -$992 -16 -0.1%
RCG
168
Ruggie Capital Group
Florida
$1.6M +$1.28M +20,603 +393%
TPWA
169
TRUE Private Wealth Advisors
Oregon
$1.49M +$113K +1,819 +8%
Northern Trust
170
Northern Trust
Illinois
$1.46M +$77.5K +1,250 +6%
EA
171
Elm Advisors
California
$1.46M -$16.7K -270 -1%
CTA
172
Chesley Taft & Associates
Illinois
$1.41M +$42K +677 +3%
JA
173
JOYN Advisors
Georgia
$1.4M -$89.3K -1,441 -6%
OC
174
Oppenheimer & Co
New York
$1.39M +$151K +2,439 +12%
GWM
175
Geneos Wealth Management
Colorado
$1.37M +$631K +10,129 +86%
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