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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 %
ECM
76
ETrade Capital Management
Virginia
$3.07M -$46.6K -942 -1%
BOH
77
Bank of Hawaii
Hawaii
$3.04M -$30.2K -610 -1%
FEG
78
Fund Evaluation Group
Ohio
$3.03M +$51.6K +1,044 +2%
NA
79
Nottingham Advisors
New York
$3.01M +$3.01M +60,924 New
VC
80
Vestor Capital
Illinois
$2.89M -$71.7K -1,450 -2%
PWMAG
81
Pinnacle Wealth Management Advisory Group
New Jersey
$2.88M +$41.3K +835 +1%
AEPG
82
American Economic Planning Group
New Jersey
$2.85M -$75.3K -1,522 -3%
MC
83
Martin & Co
Tennessee
$2.83M +$28.5K +577 +1%
PFBT
84
Parkside Financial Bank & Trust
Missouri
$2.74M -$480K -9,710 -15%
AI
85
Atria Investments
North Carolina
$2.68M -$158K -3,200 -6%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$2.65M +$40.2K +812 +2%
Mariner
87
Mariner
Kansas
$2.6M +$74.2K +1,500 +3%
SIC
88
Shoker Investment Counsel
Ohio
$2.57M -$73.2K -1,481 -3%
Stifel Financial
89
Stifel Financial
Missouri
$2.54M -$44.2K -894 -2%
FC
90
FCA Corp
Texas
$2.48M +$54.9K +1,109 +2%
RC
91
RegentAtlantic Capital
New Jersey
$2.41M -$149K -3,013 -6%
BEC
92
Blue Edge Capital
Virginia
$2.33M -$33.3K -673 -1%
HHGA
93
Halbert Hargrove Global Advisors
California
$2.3M -$1.37M -27,676 -37%
PA
94
Parkside Advisors
California
$2.27M +$174K +3,517 +8%
HCM
95
Hengehold Capital Management
Ohio
$2.22M +$1.59M +32,080 +251%
TCM
96
Telos Capital Management
California
$2.14M +$283K +5,717 +15%
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$2.12M +$4.65K +94 +0.2%
Natixis Advisors
98
Natixis Advisors
Massachusetts
$2.05M +$279K +5,634 +16%
AA
99
Alesco Advisors
New York
$1.96M +$118K +2,385 +6%
CFA
100
Camarda Financial Advisors
Florida
$1.68M -$1.39M -28,057 -45%
2 3
4
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