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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 %
WCF
176
West Coast Financial
California
$1.06M -$11.6K -215 -1%
GA
177
GFS Advisors
Texas
$1.04M -$120K -2,220 -10%
ACM
178
Armbruster Capital Management
New York
$988K -$227K -4,194 -19%
RSA
179
Robertson Stephens Advisors
California
$979K -$5.63K -104 -0.6%
TFF
180
The Family Firm
Maryland
$947K – – –
VC
181
Vicus Capital
Pennsylvania
$940K -$187K -3,448 -17%
CFD
182
Creative Financial Designs
Indiana
$922K -$310K -5,769 -25%
CFC
183
Coyle Financial Counsel
Illinois
$906K +$906K +16,740 New
Millennium Management
184
Millennium Management
New York
$886K +$575K +10,619 +185%
BOH
185
Bank of Hawaii
Hawaii
$873K +$14.9K +275 +2%
MIS
186
Morningstar Investment Services
Illinois
$868K +$1.46K +27 +0.2%
NPC
187
National Planning Corporation
California
$864K +$41.1K +760 +5%
WA
188
WFG Advisors
Texas
$847K +$207K +3,828 +32%
CA
189
Cetera Advisors
Colorado
$841K +$42.9K +792 +5%
GC
190
Grimes & Company
Massachusetts
$836K +$836K +15,445 New
NFP
191
Narus Financial Partners
Utah
$816K -$43.3K -800 -5%
SWM
192
SVA Wealth Management
Wisconsin
$801K -$191K -3,533 -19%
RIA
193
Regal Investment Advisors
Michigan
$799K -$3.9K -72 -0.5%
SLT
194
St Louis Trust
Missouri
$788K +$30.6K +565 +4%
FC
195
Financial Consulate
Maryland
$713K +$713K +13,168 New
KA
196
Klingman & Associates
New York
$707K – – –
IA
197
IFP Advisors
Florida
$707K +$573K +10,573 +427%
William Blair & Company
198
William Blair & Company
Illinois
$699K -$16.6K -306 -2%
WA
199
WP Advisors
California
$695K +$11.2K +207 +2%
PTB
200
Pioneer Trust Bank
Oregon
$688K – – –
6 7
8
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