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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

309 hedge funds and large institutions have $3.51B invested in iShares MSCI EAFE Small-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 142 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
8.11%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.87%
New
47
Increased
142
Reduced
73
Closed
21
Calls
–
Puts
$272K
Net Calls
-$272K
Net Calls Change
-$172K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$117M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$389M
3
BlackRock
BlackRock
New York
$206M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$111M
5
TCT
TIAA CREF Trust
Missouri
$407M

Top Sellers

1
BFA
BlackRock Fund Advisors
California
$113M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.01M
3
Goldman Sachs
Goldman Sachs
New York
$38.3M
4
Jane Street
Jane Street
New York
$0
5
TAIM
TD Ameritrade Investment Management
Nebraska
$43.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
251
Palisades Hudson Asset Management
Florida
$232K +$1.35K +27 +0.6%
IWA
252
Intercontinental Wealth Advisors
Texas
$227K +$227K +4,535 New
CRC
253
Curi RMB Capital
Illinois
$226K -$2.45K -49 -1%
IA
254
IFP Advisors
Florida
$186K +$186K +3,722 New
MWP
255
MYCIO Wealth Partners
Pennsylvania
$165K +$71.2K +1,428 +76%
AIA
256
Alerus Investment Advisors
Minnesota
$156K +$150K +3,001 +2,587%
SFPM
257
Sensible Financial Planning & Management
Massachusetts
$146K -$18.1K -362 -11%
CB
258
Community Bank
New York
$145K – – –
GAM
259
Gemmer Asset Management
California
$131K +$2.45K +49 +2%
AOWM
260
Alpha Omega Wealth Management
Virginia
$125K +$125K +2,505 New
GWM
261
Gupta Wealth Management
California
$111K +$67.2K +1,340 +153%
ACM
262
Argentus Capital Management
Texas
$109K +$43K +860 +65%
AIP
263
Ameritas Investment Partners
Nebraska
$108K -$4.92K -99 -4%
BIM
264
BlackRock Investment Management
Delaware
$94K -$55K -1,098 -37%
RWA
265
Ropes Wealth Advisors
Massachusetts
$91K – – –
AC
266
Alexandria Capital
Virginia
$86K -$89.5K -1,799 -51%
NFG
267
Next Financial Group
Texas
$82K -$9.49K -191 -10%
LNB
268
Ledyard National Bank
$82K – – –
WA
269
WFG Advisors
Texas
$77K -$95.4K -1,914 -55%
Victory Capital Management
270
Victory Capital Management
Texas
$68K – – –
FNBT
271
FineMark National Bank & Trust
Florida
$65K +$38.7K +780 +147%
TWA
272
TCI Wealth Advisors
Arizona
$62K -$3.96K -79 -6%
EARNEST Partners
273
EARNEST Partners
Georgia
$61K – – –
PSI
274
Pinnacle Summer Investments
Virginia
$61K +$1.16K +23 +2%
CG
275
Cutler Group
California
$61K +$61K +1,233 New
9 10
11
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