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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

540 hedge funds and large institutions have $5.43B invested in iShares MSCI EAFE Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+38
Holders Change %
+7.57%
% of All Funds
12.05%
Holding in Top 10
47
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+51.61%
% of All Funds
1.05%
New
113
Increased
187
Reduced
186
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Allstate Corporation
Illinois
$162M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$157M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$239M
4
CG
Colony Group
Massachusetts
$38.4M
5
RC
Rinet Company
Massachusetts
$34.2M

Top Sellers

1
BlackRock
BlackRock
New York
$153M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$575M
3
Creative Planning
Creative Planning
Kansas
$304M
4
KP
Keel Point
Alabama
$20.6M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
176
Private Portfolio Partners
New Jersey
$2.74M +$2.74M +52,802 New
IWA
177
Independence Wealth Advisors
Virginia
$2.69M -$1.05M -20,181 -28%
FPGK
178
Financial Partners Group (Kansas)
Kansas
$2.62M +$231K +4,456 +10%
IDA
179
Intelligence Driven Advisers
California
$2.58M +$2.58M +49,684 New
HI
180
Horizon Investments
North Carolina
$2.55M -$1.98M -38,163 -44%
FFS
181
Founders Financial Securities
Maryland
$2.55M -$1.98M -38,147 -44%
FCA
182
FLC Capital Advisors
California
$2.55M +$2.55M +49,115 New
SIC
183
Shoker Investment Counsel
Ohio
$2.5M -$713K -13,764 -22%
ATC
184
Argent Trust Co
Tennessee
$2.49M -$106K -2,051 -4%
FCBT
185
First Citizens Bank & Trust
North Carolina
$2.49M +$1.1M +21,224 +79%
Citigroup
186
Citigroup
New York
$2.47M +$132K +2,554 +6%
PA
187
Parkside Advisors
California
$2.44M +$247K +4,770 +11%
ECM
188
Evergreen Capital Management
Washington
$2.44M -$1.23M -23,694 -33%
MSWMA
189
Market Street Wealth Management Advisors
Indiana
$2.43M +$2.43M +46,951 New
CHA
190
Cedar Hill Associates
Illinois
$2.39M +$2.39M +46,215 New
CF
191
Corrigan Financial
Rhode Island
$2.38M -$45.3K -875 -2%
BEAM
192
Baker Ellis Asset Management
Washington
$2.38M +$2.38M +45,830 New
MFG
193
Merit Financial Group
Georgia
$2.36M +$128K +3,304 +6%
PA
194
Probity Advisors
Texas
$2.33M -$1.12M -21,563 -32%
TCM
195
Twele Capital Management
Minnesota
$2.33M +$1.48M +28,600 +174%
HCM
196
Harvest Capital Management
New Hampshire
$2.3M +$2M +38,534 +650%
FA
197
FDx Advisors
Illinois
$2.29M +$2.07M +39,879 +926%
SCM
198
Sterling Capital Management
North Carolina
$2.26M +$223K +4,311 +11%
LNC
199
Lincoln National Corp
Pennsylvania
$2.21M +$1.99M +38,490 +926%
PA
200
Paracle Advisors
Washington
$2.14M +$1.05M +20,195 +96%
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