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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

360 hedge funds and large institutions have $5.53B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+21
Holders Change %
+6.19%
% of All Funds
8.99%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
48
Increased
151
Reduced
107
Closed
24
Calls
$648K
Puts
$301K
Net Calls
+$347K
Net Calls Change
+$665K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$185M
2
BL
Balentine LLC
Georgia
+$91.2M
3
PPA
Parametric Portfolio Associates
Washington
+$70.9M
4
Jane Street
Jane Street
New York
+$45.1M
5
Creative Planning
Creative Planning
Kansas
+$39.8M

Top Sellers

1
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$148M
2
AssetMark Inc
AssetMark Inc
California
-$41.8M
3
GLA
Great Lakes Advisors
Illinois
-$25.6M
4
CSIA
Charles Schwab Investment Advisory
California
-$22.8M
5
Goldman Sachs
Goldman Sachs
New York
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
176
Institute for Wealth Management
Colorado
$1.16M +$1.16M +19,999 New
OC
177
Oppenheimer & Co
New York
$1.15M +$496K +8,570 +75%
BCM
178
Bienville Capital Management
New York
$1.15M +$1.15M +19,895 New
FWM
179
Frontier Wealth Management
Missouri
$1.12M -$23.6K -408 -2%
WCF
180
West Coast Financial
California
$1.12M -$8.67K -150 -0.8%
TFF
181
The Family Firm
Maryland
$1.1M +$88.1K +1,524 +9%
FCBT
182
First Citizens Bank & Trust
North Carolina
$1.07M -$2.39M -41,304 -69%
RSA
183
Robertson Stephens Advisors
California
$1.06M +$10K +173 +1%
WA
184
WFG Advisors
Texas
$1.05M +$142K +2,461 +16%
PP
185
Prudential plc
United Kingdom
$1.02M -$145K -2,500 -12%
ACM
186
Armbruster Capital Management
New York
$1.02M -$40.8K -706 -4%
CA
187
Cetera Advisors
Colorado
$1.01M +$116K +2,013 +13%
NPC
188
National Planning Corporation
California
$1.01M +$87.8K +1,530 +10%
HWP
189
Hefty Wealth Partners
Indiana
$990K +$990K +17,124 New
APSP
190
Asset Planning Services (Pennsylvania)
Pennsylvania
$964K +$231K +3,999 +32%
AFP
191
Ausdal Financial Partners
Iowa
$958K -$369K -6,376 -28%
CFC
192
Coyle Financial Counsel
Illinois
$954K -$14.1K -243 -1%
GA
193
GFS Advisors
Texas
$950K -$160K -2,771 -14%
VC
194
Vicus Capital
Pennsylvania
$946K -$57.5K -995 -6%
RIA
195
Regal Investment Advisors
Michigan
$916K +$62K +1,072 +7%
BOH
196
Bank of Hawaii
Hawaii
$910K -$23.1K -399 -2%
CFD
197
Creative Financial Designs
Indiana
$892K -$101K -1,744 -10%
NFP
198
Narus Financial Partners
Utah
$884K +$13.2K +228 +2%
SLT
199
St Louis Trust
Missouri
$842K – – –
SWM
200
SVA Wealth Management
Wisconsin
$811K -$44.9K -777 -5%
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