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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 %
JWS
176
Juncture Wealth Strategies
Arizona
$1.36M +$1.36M +21,859 New
CDIA
177
Capital Directions Investment Advisors
Georgia
$1.33M -$20.7K -333 -2%
SAM
178
Shamrock Asset Management
Texas
$1.3M -$10.3K -166 -0.8%
DWM
179
Dakota Wealth Management
Florida
$1.3M +$1.8K +29 +0.1%
Wellington Management Group
180
Wellington Management Group
Massachusetts
$1.26M -$7.29M -117,523 -85%
NPC
181
National Planning Corporation
California
$1.25M +$167K +2,688 +15%
BFEC
182
Benjamin F. Edwards & Company
Missouri
$1.25M -$323K -5,206 -21%
WCF
183
West Coast Financial
California
$1.21M +$8.68K +140 +0.7%
FWM
184
Frontier Wealth Management
Missouri
$1.2M +$4.65K +75 +0.4%
TFF
185
The Family Firm
Maryland
$1.2M +$21.9K +353 +2%
AGM
186
Alpine Global Management
New York
$1.17M +$1.17M +18,856 New
IFWM
187
Institute for Wealth Management
Colorado
$1.14M -$105K -1,695 -8%
HWP
188
Hefty Wealth Partners
Indiana
$1.12M +$56K +903 +5%
FA
189
FCG Advisors
New Jersey
$1.12M -$362K -5,836 -24%
William Blair & Company
190
William Blair & Company
Illinois
$1.11M +$313K +5,045 +39%
AFP
191
Ausdal Financial Partners
Iowa
$1.11M +$83.7K +1,350 +8%
FCBT
192
First Citizens Bank & Trust
North Carolina
$1.1M -$52.1K -841 -5%
RSA
193
Robertson Stephens Advisors
California
$1.07M -$58.3K -941 -5%
RIA
194
Regal Investment Advisors
Michigan
$1.07M +$87.8K +1,416 +9%
APSP
195
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.06M +$28.4K +458 +3%
ACM
196
Armbruster Capital Management
New York
$1.02M -$69.8K -1,125 -6%
HH
197
Hilltop Holdings
Texas
$1.01M +$1.01M +16,336 New
Manulife (Manufacturers Life Insurance)
198
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1M +$720K +11,608 +254%
PA
199
Paracle Advisors
Washington
$1M +$230K +3,715 +30%
CA
200
Cetera Advisors
Colorado
$980K -$106K -1,718 -10%
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