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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

261 hedge funds and large institutions have $2.78B invested in iShares MSCI EAFE Small-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+10
Holders Change %
+3.98%
% of All Funds
6.96%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.48%
New
34
Increased
111
Reduced
71
Closed
21
Calls
–
Puts
$213K
Net Calls
-$213K
Net Calls Change
+$231K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$147M
2
TCT
TIAA CREF Trust
Missouri
$302M
3
BG
BlackRock Group
United Kingdom
$111M
4
Franklin Resources
Franklin Resources
California
$81.5M
5
LPL Financial
LPL Financial
California
$25.5M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
SB
Suntrust Banks
Georgia
$22.9M
3
PL
Plancorp LLC
Missouri
$0
4
State Street
State Street
Massachusetts
$13.3M
5
PCM
Polaris Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMA
26
Simply Money Advisors
Ohio
$19.9M +$370K +7,484 +2%
UBS Group
27
UBS Group
Switzerland
$19.8M -$242K -4,890 -1%
UCFA
28
United Capital Financial Advisors
Texas
$18.1M +$2.85M +55,254 +19%
BTS
29
BB&T Securities
Virginia
$17.3M +$3.96M +8,005 +30%
BSW
30
Buckingham Strategic Wealth
Missouri
$15.9M +$925K +18,690 +6%
PA
31
Pinnacle Associates
New York
$15.8M +$1.07M +21,628 +7%
QA
32
Quantitative Advantage
Minnesota
$15.7M +$15.7M +316,576 New
TAIM
33
TD Ameritrade Investment Management
Nebraska
$14.5M +$199K +4,030 +1%
Barclays
34
Barclays
United Kingdom
$14.5M -$2.76M -56,433 -16%
CL
35
Choreo LLC
Illinois
$14.2M +$593K +11,985 +4%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$14.1M -$455K -9,199 -3%
F
37
FutureAdvisor
California
$13.4M +$5.45M +110,492 +69%
State Street
38
State Street
Massachusetts
$13.3M -$12.2M -246,233 -48%
SC
39
Stratford Consulting
Texas
$13.3M +$966K +19,521 +8%
WCWM
40
Wooster Corthell Wealth Management
Connecticut
$13.1M +$1.47M +29,729 +13%
MGIA
41
Moneta Group Investment Advisors
Missouri
$11.6M +$92K +1,860 +0.8%
EA
42
Efficient Advisors
Ohio
$11.1M +$351K +7,105 +3%
MWM
43
Modera Wealth Management
New Jersey
$10.8M +$1.33M +26,905 +14%
BJL
44
Brighton Jones LLC
Washington
$10.8M -$339K -6,862 -3%
BAAM
45
Baker Avenue Asset Management
California
$10.4M +$10.4M +210,143 New
CCMG
46
Clark Capital Management Group
Pennsylvania
$10.2M +$10.2M +206,824 New
Wells Fargo
47
Wells Fargo
California
$9.63M +$738K +14,925 +8%
TAG
48
Tactical Allocation Group
Michigan
$9.06M -$3.09M -62,381 -25%
Prudential Financial
49
Prudential Financial
New Jersey
$8.91M -$2.23M -45,000 -20%
Axa
50
Axa
France
$8.87M +$104K +2,100 +1%
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