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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.

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 %
MAA
51
Managed Account Advisors
New Jersey
$7.68M +$3.42M +67,094 +80%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$7.5M +$23.9K +468 +0.3%
MGIA
53
Moneta Group Investment Advisors
Missouri
$7.48M +$89K +1,746 +1%
BF
54
BOK Financial
Oklahoma
$7.46M +$142K +2,789 +2%
SC
55
Stratford Consulting
Texas
$7.38M +$191K +3,754 +3%
US Bancorp
56
US Bancorp
Minnesota
$7.29M +$4.48M +87,891 +160%
MOACM
57
Mutual of America Capital Management
New York
$6.89M +$423K +8,300 +7%
BTS
58
BB&T Securities
Virginia
$5.69M +$2.73M +5,364 +93%
Deutsche Bank
59
Deutsche Bank
Germany
$5.56M +$632K +12,400 +13%
Prudential Financial
60
Prudential Financial
New Jersey
$5.4M – – –
CAL
61
Capital Analysts LLC
Pennsylvania
$5.37M +$572K +11,223 +12%
IFS
62
Ifrah Financial Services
Arkansas
$5.34M -$157K -3,073 -3%
SB
63
Suntrust Banks
Georgia
$5.17M +$863K +16,928 +20%
GI
64
Gradient Investments
Minnesota
$4.73M +$1.41M +27,728 +43%
BEC
65
Blue Edge Capital
Virginia
$4.49M +$4.49M +88,129 New
GT
66
Glenmede Trust
Pennsylvania
$4.37M +$900K +17,658 +26%
FMP
67
Financial Management Professionals
Texas
$3.93M -$107K -2,095 -3%
WCF
68
West Coast Financial
California
$3.78M -$118K -2,305 -3%
BFPW
69
BOK Financial Private Wealth
Colorado
$3.71M -$74.9K -1,470 -2%
CCA
70
Checchi Capital Advisers
California
$3.61M +$3.61M +70,820 New
AWP
71
Ascent Wealth Partners
New York
$3.51M +$3.51M +68,906 New
CPS
72
Counsel Portfolio Services
Ontario, Canada
$3.49M +$3.16M +62,056 +970%
PAM
73
Panagora Asset Management
Massachusetts
$3.49M +$3.16M +62,056 +970%
CRCP
74
Copper Rock Capital Partners
Massachusetts
$3.31M – – –
BII
75
Bainco International Investors
Massachusetts
$3.3M +$3.3M +64,740 New
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3
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