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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 %
TFF
176
The Family Firm
Maryland
$871K +$11K +221 +1%
JA
177
JOYN Advisors
Georgia
$808K +$22.3K +448 +3%
MIS
178
Morningstar Investment Services
Illinois
$798K -$1.37M -27,423 -63%
NPC
179
National Planning Corporation
California
$794K +$162K +3,116 +26%
NFP
180
Narus Financial Partners
Utah
$791K +$791K +15,863 New
BOH
181
Bank of Hawaii
Hawaii
$790K -$14.4K -288 -2%
Wellington Management Group
182
Wellington Management Group
Massachusetts
$744K +$278K +5,570 +60%
RIA
183
Regal Investment Advisors
Michigan
$739K +$159K +3,194 +27%
CA
184
Cetera Advisors
Colorado
$733K +$69.3K +1,394 +10%
RJT
185
Raymond James Trust
Florida
$732K +$31.4K +629 +4%
SLT
186
St Louis Trust
Missouri
$698K – – –
BB
187
Busey Bank
Illinois
$693K +$693K +13,898 New
William Blair & Company
188
William Blair & Company
Illinois
$659K -$3.99K -80 -0.6%
KA
189
Klingman & Associates
New York
$651K -$8.68K -174 -1%
MFT
190
Moisand Fitzgerald Tamayo
Florida
$647K -$12.9K -258 -2%
CFA
191
Camarda Financial Advisors
Florida
$645K -$139K -2,793 -18%
PTB
192
Pioneer Trust Bank
Oregon
$633K +$42.4K +850 +7%
AWM
193
AE Wealth Management
Kansas
$632K +$632K +12,687 New
WA
194
WP Advisors
California
$630K +$630K +12,631 New
CG
195
Colony Group
Massachusetts
$610K -$9.03K -181 -1%
ADL
196
Asset Dedication LLC
California
$610K +$40.7K +823 +7%
APSP
197
Asset Planning Services (Pennsylvania)
Pennsylvania
$608K -$43.3K -870 -7%
AIM
198
Acropolis Investment Management
Missouri
$589K – – –
WA
199
WFG Advisors
Texas
$589K +$261K +5,233 +79%
PAG
200
Private Advisor Group
New Jersey
$582K -$62.8K -1,228 -10%
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