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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 %
FA
101
FDx Advisors
Illinois
$1.55M +$48.2K +974 +3%
SC
102
Savant Capital
Illinois
$1.52M +$1.18M +23,874 +354%
RBC
103
Ronald Blue & Co
Georgia
$1.45M -$616K -12,449 -30%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$1.44M -$8.61K -174 -0.6%
CS
105
Credit Suisse
Switzerland
$1.41M – – –
EWM
106
Empirical Wealth Management
Washington
$1.36M -$78.3K -1,583 -5%
PFA
107
Paradigm Financial Advisors
Missouri
$1.35M +$104K +2,102 +8%
Citigroup
108
Citigroup
New York
$1.35M -$79.6K -1,609 -6%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$1.31M +$18.6K +377 +1%
GA
110
GFS Advisors
Texas
$1.27M -$92.1K -1,862 -7%
SPC
111
Sigma Planning Corp
Michigan
$1.27M +$1.01M +20,439 +396%
William Blair & Company
112
William Blair & Company
Illinois
$1.25M -$6.46M -130,670 -84%
GG
113
Gofen & Glossberg
Illinois
$1.22M – – –
DY
114
Dowling & Yahnke
California
$1.19M -$130K -2,620 -10%
AF
115
Allworth Financial
California
$1.14M +$428K +8,657 +60%
PAI
116
Pittenger & Anderson Inc
Nebraska
$1.13M +$1M +20,239 +764%
IA
117
IndexIQ Advisors
New York
$1.13M +$1.13M +22,861 New
AWM
118
Avior Wealth Management
Nebraska
$1.07M +$83.1K +1,680 +8%
IA
119
Ibbotson Associates
Illinois
$1.07M +$130K +2,618 +14%
Ameriprise
120
Ameriprise
Minnesota
$1.07M -$180K -3,628 -14%
WCF
121
West Coast Financial
California
$1.04M -$295K -5,958 -22%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$1.02M -$7.46M -150,875 -88%
CDIA
123
Capital Directions Investment Advisors
Georgia
$1.02M – – –
MFS
124
MSI Financial Services
Massachusetts
$1.01M +$287K +5,801 +40%
EAM
125
Evanson Asset Management
California
$1.01M +$183K +3,706 +22%
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5
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