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

Top Sellers

1
BlackRock
1
BlackRock
New York
$153M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$575M
3
Creative Planning
3
Creative Planning
Kansas
$304M
4
KP
4
Keel Point
Alabama
$20.6M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
201
Maxim Capital Management
California
$2.14M +$2.14M +41,232 New
PAG
202
Private Advisor Group
New Jersey
$2.11M +$873K +16,841 +71%
AF
203
Allworth Financial
California
$2.1M -$1.43M -27,555 -40%
DY
204
Dowling & Yahnke
California
$2.08M +$464K +8,250 +29%
SPC
205
Sigma Planning Corp
Michigan
$2.06M -$329K -6,345 -14%
SGAM
206
Steinberg Global Asset Management
Florida
$2.03M -$194K -3,742 -9%
CAM
207
Cresset Asset Management
Illinois
$2.02M +$2.02M +39,009 New
FHA
208
First Horizon Advisors
Tennessee
$1.99M -$34.5K -665 -2%
WCWM
209
Wooster Corthell Wealth Management
Connecticut
$1.97M +$325K +6,270 +20%
JWS
210
Juncture Wealth Strategies
Arizona
$1.96M -$2.61M -50,387 -57%
CWAG
211
Compton Wealth Advisory Group
Virginia
$1.95M +$1.95M +37,656 New
CWM
212
Capital Wealth Management
Rhode Island
$1.95M -$3.47K -67 -0.2%
BFO
213
Biltmore Family Office
North Carolina
$1.9M +$1.9M +36,712 New
FAAS
214
First Allied Advisory Services
California
$1.86M -$134K -2,584 -7%
Deutsche Bank
215
Deutsche Bank
Germany
$1.84M +$932K +17,994 +103%
EWA
216
Exencial Wealth Advisors
Oklahoma
$1.84M +$1.84M +35,403 New
SFM
217
Signet Financial Management
New Jersey
$1.78M -$125K -2,418 -7%
Financial Engines Advisors
218
Financial Engines Advisors
California
$1.77M +$1.77M +32,831 New
RSWM
219
Robertson Stephens Wealth Management
California
$1.77M +$1.77M +34,135 New
APA
220
American Portfolios Advisors
New York
$1.76M +$914K +17,632 +107%
WPSG
221
Wealth & Pension Services Group
Georgia
$1.72M +$53.6K +1,035 +3%
EAM
222
Evanson Asset Management
California
$1.72M +$2.44K +47 +0.1%
PP
223
PrairieView Partners
Minnesota
$1.72M +$80.9K +1,560 +5%
APG
224
Abacus Planning Group
South Carolina
$1.64M +$1.64M +31,668 New
Millennium Management
225
Millennium Management
New York
$1.61M -$407K -7,862 -20%
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