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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 %
MOACM
51
Mutual of America Capital Management
New York
$8.8M – – –
BF
52
BOK Financial
Oklahoma
$8.61M +$196K +3,971 +2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$8.41M +$174K +3,515 +2%
Lord, Abbett & Co
54
Lord, Abbett & Co
New Jersey
$8.31M +$276K +5,580 +3%
LI
55
LVZ Inc
Michigan
$8.2M +$2.39M +48,353 +41%
WA
56
Wealth Architects
California
$7.59M +$180K +3,633 +2%
B
57
Baird
Wisconsin
$7.56M -$953K -19,258 -11%
US Bancorp
58
US Bancorp
Minnesota
$6.95M +$1.14M +23,022 +20%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$5.6M -$10M -202,069 -64%
IFS
60
Ifrah Financial Services
Arkansas
$5.5M +$239K +4,838 +5%
GT
61
Glenmede Trust
Pennsylvania
$5.22M -$82.6K -1,670 -2%
SCP
62
Syntal Capital Partners
Texas
$5.08M +$358K +7,232 +8%
OCM
63
One Capital Management
California
$4.93M +$1.76M +35,524 +55%
AWP
64
Ascent Wealth Partners
New York
$4.67M +$351K +7,090 +8%
MPWT
65
MassMutual Private Wealth & Trust
Connecticut
$4.66M +$4.66M +94,231 New
CRCP
66
Copper Rock Capital Partners
Massachusetts
$4.65M +$1.16M +23,426 +33%
SEIA
67
Signature Estate & Investment Advisors
California
$4.64M +$871K +17,603 +23%
UBS AM
68
UBS AM
Illinois
$4.47M +$2.28M +46,000 +104%
MCM
69
MAI Capital Management
Ohio
$4.21M +$2.98M +60,162 +240%
BFPW
70
BOK Financial Private Wealth
Colorado
$4.2M -$94K -1,900 -2%
CAN
71
Cetera Advisor Networks
California
$4.14M +$628K +12,705 +18%
Charles Schwab
72
Charles Schwab
California
$4.07M +$2.94M +59,400 +261%
CCA
73
Checchi Capital Advisers
California
$3.86M +$25.8K +522 +0.7%
TIM
74
Tortoise Investment Management
New York
$3.57M -$208K -4,212 -6%
HCM
75
HM Capital Management
Missouri
$3.41M – – –
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3
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