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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 %
CIBC World Market
101
CIBC World Market
Ontario, Canada
$1.32M +$1.32M +25,819 New
CPC
102
Cookson Peirce & Co
Pennsylvania
$1.29M +$1.29M +25,230 New
GG
103
Gofen & Glossberg
Illinois
$1.27M +$7.75K +152 +0.6%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$1.21M -$132K -2,581 -10%
GA
105
GFS Advisors
Texas
$1.16M -$64.3K -1,261 -5%
LWI
106
Long Wharf Investors
Massachusetts
$1.15M +$299K +5,870 +35%
Ameriprise
107
Ameriprise
Minnesota
$1.14M +$546K +10,708 +91%
TCM
108
Telos Capital Management
California
$1.13M +$122K +2,383 +12%
LC
109
Lourd Capital
California
$1.07M +$9.94K +195 +0.9%
RC
110
RegentAtlantic Capital
New Jersey
$1.04M +$518K +10,158 +98%
MCM
111
Manchester Capital Management
Vermont
$1.03M +$229K +4,485 +29%
Citigroup
112
Citigroup
New York
$988K +$35.2K +690 +4%
AIG
113
American International Group
New York
$971K +$823K +16,151 +558%
MFS
114
MSI Financial Services
Massachusetts
$954K +$82K +1,610 +9%
CTA
115
Chesley Taft & Associates
Illinois
$934K +$35.4K +695 +4%
Invesco
116
Invesco
Georgia
$881K -$23.1K -453 -3%
AL
117
Aspiriant LLC
California
$856K +$50.5K +991 +6%
LI
118
LVZ Inc
Michigan
$818K +$818K +16,052 New
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$773K +$85.9K +1,685 +12%
UBS AM
120
UBS AM
Illinois
$770K +$204K +4,000 +36%
M&T Bank
121
M&T Bank
New York
$766K +$627K +12,310 +453%
KCPG
122
Kavar Capital Partners Group
Kansas
$766K +$766K +15,032 New
Northern Trust
123
Northern Trust
Illinois
$757K +$255 +5 +0%
EAM
124
Evanson Asset Management
California
$752K +$752K +14,745 New
GT
125
Glenview Trust
Kentucky
$745K +$745K +14,609 New
3 4
5
6 7