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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

292 hedge funds and large institutions have $3.35B invested in iShares MSCI EAFE Small-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 84 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+31
Holders Change %
+11.88%
% of All Funds
7.87%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.73%
New
40
Increased
119
Reduced
84
Closed
7
Calls
$713K
Puts
$98.2M
Net Calls
-$97.5M
Net Calls Change
-$97.3M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$112M
2
Morgan Stanley
2
Morgan Stanley
New York
$130M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$43.9M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$39.4M
5
TCT
5
TIAA CREF Trust
Missouri
$344M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$264M
2
Franklin Resources
2
Franklin Resources
California
$64.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.81M
4
Northern Trust
4
Northern Trust
Illinois
$15.6M
5
BlackRock
5
BlackRock
New York
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
251
Sandy Spring Bank
Maryland
$47K – – –
GWA
252
Genesis Wealth Advisors
Massachusetts
$38.3K +$38.3K +750 New
CC
253
Cassaday & Co
Virginia
$37K +$37K +733 New
HCMT
254
Highland Capital Management (Tennessee)
Tennessee
$33K +$33K +647 New
CAL
255
Capital Advisors Ltd
Ohio
$28K – – –
FANJ
256
Financial Architects (New Jersey)
New Jersey
$26K – – –
W
257
Wealthfront
California
$24K +$913 +18 +4%
GI
258
Gradient Investments
Minnesota
$20K -$37.6K -743 -65%
ST
259
Smithfield Trust
Pennsylvania
$20K +$20K +400 New
HPBT
260
High Point Bank & Trust
North Carolina
$19K -$5.71K -110 -23%
RCG
261
Ruggie Capital Group
Florida
$19K +$19K +367 New
WEC
262
Winslow Evans & Crocker
Massachusetts
$17.3K – – –
PIA
263
Peachtree Investment Advisors
Georgia
$17K – – –
CWM
264
Cranbrook Wealth Management
Michigan
$17K – – –
JIC
265
Joel Isaacson & Co
New York
$16K +$14.9K +299 +1,300%
BRWM
266
B. Riley Wealth Management
Tennessee
$15K – – –
AIM
267
Advantage Investment Management
Iowa
$14K +$3.28K +62 +31%
FFC
268
First Financial Corp
Indiana
$14K +$11.9K +229 +573%
IWM
269
Integrated Wealth Management
California
$13K – – –
DBT
270
Dubuque Bank & Trust
Iowa
$12K – – –
SGC
271
South Georgia Capital
Illinois
$11K – – –
CFA
272
CT Financial Advisors
Pennsylvania
$10.9K – – –
TCM
273
Tradewinds Capital Management
Washington
$10K +$10K +194 New
KPCM
274
Kings Point Capital Management
New York
$10K +$10K +200 New
MAS
275
Madden Advisory Services
Florida
$10K +$10K +200 New
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