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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

251 hedge funds and large institutions have $2.52B invested in iShares MSCI EAFE Small-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+36
Holders Change %
+16.74%
% of All Funds
6.7%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
54
Increased
93
Reduced
75
Closed
14
Calls
–
Puts
$444K
Net Calls
-$444K
Net Calls Change
-$192K

Top Buyers

1
BlackRock
1
BlackRock
New York
$102M
2
BFA
2
BlackRock Fund Advisors
California
$267M
3
TCT
3
TIAA CREF Trust
Missouri
$259M
4
SB
4
Suntrust Banks
Georgia
$37.8M
5
Creative Planning
5
Creative Planning
Kansas
$103M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$0
2
M&T Bank
2
M&T Bank
New York
$72.9M
3
Bessemer Group
3
Bessemer Group
New Jersey
$0
4
Bank of America
4
Bank of America
North Carolina
$50.1M
5
LWA
5
Lenox Wealth Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
X
101
Xponance
Pennsylvania
$2.08M – – –
UBS AM
102
UBS AM
Illinois
$2.07M -$1.75M -37,513 -46%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$2M +$388K +8,306 +24%
PA
104
Parkside Advisors
California
$1.98M +$13.2K +283 +0.7%
RBC
105
Ronald Blue & Co
Georgia
$1.95M +$1.95M +41,789 New
HCM
106
Harvest Capital Management
New Hampshire
$1.91M -$342K -7,325 -15%
TCM
107
Telos Capital Management
California
$1.76M +$116K +2,479 +7%
AA
108
Alesco Advisors
New York
$1.74M +$1.17M +24,946 +202%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$1.67M +$111K +2,377 +7%
FA
110
FDx Advisors
Illinois
$1.42M -$63.7K -1,364 -4%
CCA
111
Cobblestone Capital Advisors
New York
$1.38M -$26.4K -565 -2%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$1.37M -$33.8K -724 -2%
EWM
113
Empirical Wealth Management
Washington
$1.36M +$854K +18,280 +169%
Citigroup
114
Citigroup
New York
$1.35M -$129K -2,763 -9%
CS
115
Credit Suisse
Switzerland
$1.33M +$351K +7,504 +36%
GA
116
GFS Advisors
Texas
$1.28M +$108K +2,309 +9%
WCF
117
West Coast Financial
California
$1.26M -$74.7K -1,600 -6%
DY
118
Dowling & Yahnke
California
$1.24M +$968K +20,710 +353%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$1.22M +$56.3K +1,204 +5%
GT
120
Glenview Trust
Kentucky
$1.18M +$1.18M +25,286 New
PFA
121
Paradigm Financial Advisors
Missouri
$1.18M +$61.2K +1,310 +5%
MCM
122
MAI Capital Management
Ohio
$1.17M +$1.17M +25,020 New
Ameriprise
123
Ameriprise
Minnesota
$1.16M -$1.61M -34,764 -58%
GG
124
Gofen & Glossberg
Illinois
$1.15M – – –
TFA
125
Transamerica Financial Advisors
Florida
$1.15M +$38.3K +820 +3%
3 4
5
6 7