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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

215 hedge funds and large institutions have $2.47B invested in iShares MSCI EAFE Small-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 96 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-8
Holders Change %
-3.59%
% of All Funds
6.24%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.58%
New
16
Increased
96
Reduced
72
Closed
21
Calls
–
Puts
$252K
Net Calls
-$252K
Net Calls Change
-$252K

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$116M
2
BIT
2
BlackRock Institutional Trust
California
$69.8M
3
TCT
3
TIAA CREF Trust
Missouri
$233M
4
SMA
4
Simply Money Advisors
Ohio
$18.6M
5
CI
5
Cambiar Investors
Colorado
$11M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$32.6M
2
HHGA
2
Halbert Hargrove Global Advisors
California
$4.51M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$311M
5
JA
5
JOYN Advisors
Georgia
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
ALPS Advisors
Colorado
$20.8M -$1.25M -25,690 -6%
LI
27
LMCG Investments
Massachusetts
$19.3M +$832K +17,146 +4%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$19.1M +$1.9M +39,130 +11%
SMA
29
Simply Money Advisors
Ohio
$18.6M +$18.6M +383,302 New
LWA
30
Lenox Wealth Advisors
New York
$17M -$671K -13,842 -4%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$15.8M -$914K -18,852 -5%
PA
32
Pinnacle Associates
New York
$14.7M +$37K +762 +0.3%
MMA
33
Miracle Mile Advisors
California
$14.6M +$3.11M +64,109 +27%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$14.5M +$417K +8,605 +3%
TAG
35
Tactical Allocation Group
Michigan
$13.8M -$1.36M -27,985 -9%
UCFA
36
United Capital Financial Advisors
Texas
$13.5M +$957K +19,724 +8%
Wells Fargo
37
Wells Fargo
California
$13.4M -$1.32M -27,194 -9%
BTS
38
BB&T Securities
Virginia
$13.1M -$2.77M -5,714 -17%
BSW
39
Buckingham Strategic Wealth
Missouri
$12.4M -$30.2K -623 -0.2%
CL
40
Choreo LLC
Illinois
$12.4M +$115K +2,381 +0.9%
WCWM
41
Wooster Corthell Wealth Management
Connecticut
$11.8M +$454K +9,355 +4%
Prudential Financial
42
Prudential Financial
New Jersey
$11.4M +$2.82M +58,100 +33%
SC
43
Stratford Consulting
Texas
$11.3M +$448K +9,236 +4%
MGIA
44
Moneta Group Investment Advisors
Missouri
$11.3M +$64.4K +1,328 +0.6%
CI
45
Cambiar Investors
Colorado
$11M +$11M +227,000 New
BJL
46
Brighton Jones LLC
Washington
$11M -$344K -7,084 -3%
EA
47
Efficient Advisors
Ohio
$10.2M +$178K +3,668 +2%
KCMRT
48
Kemper Corp Master Retirement Trust
Illinois
$9.7M -$6.72M -138,500 -41%
SB
49
Suntrust Banks
Georgia
$9.67M -$2.2M -45,409 -19%
BF
50
BOK Financial
Oklahoma
$8.94M +$40.7K +839 +0.5%
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