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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 %
FEG
76
Fund Evaluation Group
Ohio
$3.24M +$74K +1,452 +2%
ECM
77
ETrade Capital Management
Virginia
$3.11M +$282K +5,525 +10%
TIM
78
Tortoise Investment Management
New York
$3.1M +$233K +4,568 +8%
AEPG
79
American Economic Planning Group
New Jersey
$2.92M -$55.8K -1,094 -2%
AI
80
Atria Investments
North Carolina
$2.91M -$73.3K -1,438 -2%
CA
81
Cumberland Advisors
Florida
$2.84M +$500K +9,800 +21%
MC
82
Martin & Co
Tennessee
$2.81M +$94.1K +1,845 +3%
CAN
83
Cetera Advisor Networks
California
$2.57M +$2.57M +50,520 New
BOH
84
Bank of Hawaii
Hawaii
$2.56M +$11.6K +228 +0.5%
FC
85
FCA Corp
Texas
$2.43M -$17.8K -350 -0.7%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$2.4M +$569K +11,163 +31%
BP
87
Banyan Partners
Florida
$2.34M -$4.69M -91,952 -67%
Charles Schwab
88
Charles Schwab
California
$2.19M -$3.43M -67,200 -61%
PA
89
Parkside Advisors
California
$2.05M +$2.05M +40,260 New
LS
90
Lattice Strategies
Pennsylvania
$2.03M +$198K +3,886 +11%
FIG
91
Fusion Investment Group
Pennsylvania
$1.87M +$1.87M +36,575 New
CFA
92
Camarda Financial Advisors
Florida
$1.76M -$15.3K -301 -0.9%
BWM
93
Braver Wealth Management
Massachusetts
$1.68M -$31K -608 -2%
RC
94
Riversville Capital
Connecticut
$1.66M +$157K +3,082 +10%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$1.62M +$208K +4,085 +15%
CCA
96
Cobblestone Capital Advisors
New York
$1.57M -$50.7K -995 -3%
MWM
97
Modera Wealth Management
New Jersey
$1.47M +$342K +6,711 +30%
PFBT
98
Parkside Financial Bank & Trust
Missouri
$1.47M +$251K +4,923 +21%
FTUS
99
Flow Traders U.S.
New York
$1.35M -$8.81M -172,850 -87%
Natixis Advisors
100
Natixis Advisors
Massachusetts
$1.34M +$265K +5,190 +25%
2 3
4
5 6