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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

459 hedge funds and large institutions have $6.97B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 188 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+82
Holders Change %
+21.75%
% of All Funds
10.42%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.93%
New
109
Increased
188
Reduced
97
Closed
25
Calls
$600K
Puts
$1.12M
Net Calls
-$522K
Net Calls Change
+$190K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$529M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$126M
3
Jane Street
3
Jane Street
New York
$29.9M
4
Bank of America
4
Bank of America
North Carolina
$209M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$704M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BAAM
2
Baker Avenue Asset Management
California
$11.4M
3
AA
3
ALPS Advisors
Colorado
$0
4
PFA
4
Pure Financial Advisors
California
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
151
Montecito Bank & Trust
California
$2.46M -$136K -2,115 -5%
WA
152
Waverly Advisors
Alabama
$2.41M -$6.77K -105 -0.3%
RC
153
RegentAtlantic Capital
New Jersey
$2.37M – – –
Invesco
154
Invesco
Georgia
$2.32M +$70.5K +1,093 +3%
LNC
155
Lincoln National Corp
Pennsylvania
$2.32M +$1.42M +22,010 +159%
GWM
156
Geneos Wealth Management
Colorado
$2.31M +$899K +13,938 +63%
FAAS
157
First Allied Advisory Services
California
$2.31M +$76.2K +1,182 +3%
KFGK
158
Keystone Financial Group (Kentucky)
Kentucky
$2.27M +$2.27M +35,482 New
EAM
159
Evanson Asset Management
California
$2.23M +$399K +6,188 +22%
FHA
160
First Horizon Advisors
Tennessee
$2.18M +$46.5K +709 +2%
Citigroup
161
Citigroup
New York
$2.18M +$170K +2,643 +8%
AC
162
Avestar Capital
New York
$2.17M +$2.17M +33,746 New
IFWM
163
Institute for Wealth Management
Colorado
$2.12M +$939K +14,503 +79%
WCWM
164
Wooster Corthell Wealth Management
Connecticut
$2.1M -$16.1K -250 -0.8%
SGAM
165
Steinberg Global Asset Management
Florida
$2.09M +$314K +4,863 +18%
Mariner
166
Mariner
Kansas
$2.03M -$2.37M -36,760 -54%
GG
167
Gofen & Glossberg
Illinois
$2.01M +$110K +1,699 +6%
AWM
168
Avior Wealth Management
Nebraska
$2M +$257K +3,990 +15%
PP
169
PrairieView Partners
Minnesota
$1.98M +$1.98M +30,687 New
PAM
170
Panagora Asset Management
Massachusetts
$1.97M -$150K -2,327 -7%
LC
171
Lourd Capital
California
$1.96M – – –
CWM
172
Capital Wealth Management
Rhode Island
$1.92M +$1.92M +29,729 New
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$1.88M +$50.8K +787 +3%
LFG
174
Larson Financial Group
Missouri
$1.88M +$1.88M +29,198 New
DY
175
Dowling & Yahnke
California
$1.87M – – –
5 6
7
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