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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
BlackRock
New York
$406M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$148M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$161M
4
AssetMark Inc
AssetMark Inc
California
$41.8M
5
Creative Planning
Creative Planning
Kansas
$317M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$11.4M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$41.1M
3
Franklin Resources
Franklin Resources
California
$41.2M
4
SO
STRS Ohio
Ohio
$0
5
IA
IndexIQ Advisors
New York
$266K
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
201
Asset Planning Services (Pennsylvania)
Pennsylvania
$686K +$24.9K +459 +4%
CG
202
Colony Group
Massachusetts
$663K +$379 +7 +0.1%
MFT
203
Moisand Fitzgerald Tamayo
Florida
$657K -$46.2K -854 -7%
ADL
204
Asset Dedication LLC
California
$652K -$12.7K -235 -2%
LNC
205
Lincoln National Corp
Pennsylvania
$637K -$402K -7,430 -39%
VFA
206
Voya Financial Advisors
Connecticut
$634K +$115K +2,121 +22%
PA
207
Paracle Advisors
Washington
$631K +$156K +2,887 +33%
PGFC
208
Peapack-Gladstone Financial Corp
New Jersey
$620K +$249K +4,606 +67%
OC
209
Oppenheimer & Co
New York
$616K +$171K +3,151 +38%
PAG
210
Private Advisor Group
New Jersey
$614K +$915 +17 +0.1%
AIM
211
Acropolis Investment Management
Missouri
$608K -$31.7K -585 -5%
MCM
212
Manchester Capital Management
Vermont
$608K – – –
I
213
IberiaBank
Louisiana
$591K +$591K +10,913 New
SFA
214
Sequoia Financial Advisors
Ohio
$566K +$107K +1,970 +23%
KCPG
215
Kavar Capital Partners Group
Kansas
$564K -$11.4K -211 -2%
PA
216
Parallel Advisors
California
$558K +$385K +6,777 +223%
ASN
217
Advisory Services Network
Georgia
$540K +$540K +9,978 New
LYV
218
Live Your Vision
Pennsylvania
$530K +$14.6K +270 +3%
CONA
219
Capital One National Association
New York
$523K +$140K +2,593 +37%
CL
220
CPWM LLC
Washington
$522K -$28.1K -520 -5%
WI
221
WrapManager Inc
California
$515K +$55.7K +1,029 +12%
JPMPWA
222
J.P. Morgan Private Wealth Advisors
California
$488K +$184K +3,402 +61%
CS
223
Comerica Securities
Michigan
$483K +$54.1K +998 +13%
CAL
224
Capital Analysts LLC
Pennsylvania
$475K -$582K -10,758 -55%
WCM
225
Wealthcare Capital Management
Virginia
$467K +$18.6K +343 +4%
7 8
9
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