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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

327 hedge funds and large institutions have $4.13B invested in iShares MSCI EAFE Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 146 increasing their positions, 90 reducing their positions, and 31 closing their positions.

Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
8.19%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
47
Increased
146
Reduced
90
Closed
31
Calls
$503K
Puts
–
Net Calls
+$503K
Net Calls Change
+$65.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$470M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$98.4M
3
TCT
3
TIAA CREF Trust
Missouri
$550M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$79.1M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$471M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$77.2M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$92.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.3M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$8.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TCT
1
TIAA CREF Trust
Missouri
$550M 11,029,260 +802,883 +8%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$471M 9,448,167 +749,038 +9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$470M 9,428,266 +1,688,922 +22%
Creative Planning
4
Creative Planning
Kansas
$255M 5,118,414 +450,584 +10%
BlackRock
5
BlackRock
New York
$194M 3,887,749 -794 -0%
BG
6
BlackRock Group
United Kingdom
$139M 2,792,587 +70,171 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$109M 2,182,834 +328,677 +18%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$98.4M 1,974,484 +963,600 +95%
CSIA
9
Charles Schwab Investment Advisory
California
$92.7M 1,860,177 -135,193 -7%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$79.1M 1,566,490 +791,040 +102%
Bank of America
11
Bank of America
North Carolina
$78.5M 1,575,614 +95,143 +6%
BFA
12
BlackRock Fund Advisors
California
$77.2M 1,548,021 -407,299 -21%
Morgan Stanley
13
Morgan Stanley
New York
$67.3M 1,350,988 -108,722 -7%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$59.6M 1,195,327 +56,009 +5%
RJA
15
Raymond James & Associates
Florida
$59M 1,184,298 +66,978 +6%
GLA
16
Great Lakes Advisors
Illinois
$58.7M 1,178,439 +74,523 +7%
Franklin Resources
17
Franklin Resources
California
$57.3M 1,149,670 +511,242 +80%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$53.5M 1,074,343 +24,990 +2%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$51.5M 1,032,377 +25,951 +3%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$46.6M 934,983 +73,284 +9%
UCFA
21
United Capital Financial Advisors
Texas
$34.3M 688,870 +33,053 +5%
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$34.1M 685,000 -60,500 -8%
MGIA
23
Moneta Group Investment Advisors
Missouri
$32M 642,940 +105,240 +20%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$31.2M 625,314 +30,848 +5%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$29.3M 588,090 +54,850 +10%
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