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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

202 hedge funds and large institutions have $2B invested in iShares MSCI EAFE Small-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 95 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+27
Holders Change %
+15.43%
% of All Funds
5.87%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.7%
New
46
Increased
95
Reduced
46
Closed
18
Calls
$204K
Puts
$250K
Net Calls
-$46K
Net Calls Change
-$46K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$93.5M
2
Creative Planning
2
Creative Planning
Kansas
$31.1M
3
U
3
UBS
Switzerland
$26.6M
4
LWA
4
Lenox Wealth Advisors
New York
$15.6M
5
Bank of America
5
Bank of America
North Carolina
$41M

Top Sellers

1
Jane Street
1
Jane Street
New York
$12.9M
2
Bessemer Group
2
Bessemer Group
New Jersey
$98.1M
3
VC
3
Vicus Capital
Pennsylvania
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
RMPT
5
Raytheon Master Pension Trust
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
ALPS Advisors
Colorado
$19.2M -$266K -5,210 -1%
Barclays
27
Barclays
United Kingdom
$18.8M +$6.22M +124,356 +49%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$18.7M +$1.43M +27,964 +8%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$17.6M +$2.72M +53,452 +18%
LI
30
LMCG Investments
Massachusetts
$16.4M +$899K +17,636 +6%
LWA
31
Lenox Wealth Advisors
New York
$15.6M +$15.6M +306,133 New
WTIM
32
Wilmington Trust Investment Management
Delaware
$14.8M -$10.7M -210,487 -42%
LNB
33
Ledyard National Bank
$14.3M -$20.9K -409 -0.1%
PA
34
Pinnacle Associates
New York
$14.2M +$748K +14,665 +6%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$13.9M +$2.63M +51,657 +23%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$13.1M +$79.5K +1,560 +0.6%
BSW
37
Buckingham Strategic Wealth
Missouri
$13M -$1.22M -23,996 -9%
Jane Street
38
Jane Street
New York
$12.9M -$36.4M -714,901 -74%
BJL
39
Brighton Jones LLC
Washington
$12.5M -$522K -10,234 -4%
PL
40
Plancorp LLC
Missouri
$12.4M +$12.4M +243,400 New
B
41
Baird
Wisconsin
$11.8M +$5.2M +102,083 +78%
TAG
42
Tactical Allocation Group
Michigan
$11.6M -$571K -11,206 -5%
MMA
43
Miracle Mile Advisors
California
$11.3M +$11.3M +220,876 New
WCWM
44
Wooster Corthell Wealth Management
Connecticut
$11.1M +$456K +8,951 +4%
EA
45
Efficient Advisors
Ohio
$10.7M +$172K +3,378 +2%
UCFA
46
United Capital Financial Advisors
Texas
$10.3M +$1.06M +20,715 +11%
Axa
47
Axa
France
$9.58M +$639K +12,540 +7%
LPT
48
Legacy Private Trust
Wisconsin
$9.13M +$1.27M +24,827 +16%
BAAM
49
Baker Avenue Asset Management
California
$9.01M +$1.23M +24,115 +16%
MWM
50
Merriman Wealth Management
Washington
$7.88M -$237K -4,641 -3%
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