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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 %
GA
201
GFS Advisors
Texas
$975K -$43.7K -704 -4%
BOH
202
Bank of Hawaii
Hawaii
$975K – – –
DP
203
Denver PWM
Colorado
$952K +$952K +15,077 New
NFP
204
Narus Financial Partners
Utah
$949K +$682 +11 +0.1%
CFD
205
Creative Financial Designs
Indiana
$944K -$12.1K -196 -1%
VC
206
Vicus Capital
Pennsylvania
$936K -$78.1K -1,260 -8%
I
207
IberiaBank
Louisiana
$936K +$313K +5,022 +50%
HFS
208
HL Financial Services
Kentucky
$929K +$929K +14,977 New
GC
209
Grimes & Company
Massachusetts
$928K +$928K +14,961 New
JIC
210
Johnson Investment Counsel
Ohio
$927K +$230K +3,713 +33%
SLT
211
St Louis Trust
Missouri
$903K – – –
SWM
212
SVA Wealth Management
Wisconsin
$884K +$15.1K +244 +2%
LNC
213
Lincoln National Corp
Pennsylvania
$861K +$340K +5,475 +65%
ECM
214
Evergreen Capital Management
Washington
$859K +$859K +13,847 New
PA
215
Parallel Advisors
California
$856K +$131K +2,122 +18%
PSUF
216
People's United Financial
Connecticut
$825K +$129K +2,073 +18%
FC
217
Financial Consulate
Maryland
$824K +$14.9K +241 +2%
KA
218
Klingman & Associates
New York
$809K – – –
SFA
219
Sequoia Financial Advisors
Ohio
$807K +$31.2K +504 +4%
PTB
220
Pioneer Trust Bank
Oregon
$787K – – –
ADL
221
Asset Dedication LLC
California
$787K +$19.2K +310 +3%
WA
222
WP Advisors
California
$784K -$2.11K -34 -0.3%
PAG
223
Private Advisor Group
New Jersey
$777K +$88.3K +1,429 +13%
GRP
224
Global Retirement Partners
California
$766K +$183K +2,943 +31%
CONA
225
Capital One National Association
New York
$739K +$64.4K +1,038 +10%
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