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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.

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 %
EA
126
Elm Advisors
California
$732K +$732K +14,365 New
BFEC
127
Benjamin F. Edwards & Company
Missouri
$722K +$25.7K +504 +4%
RPGK
128
Retirement Planning Group (Kansas)
Kansas
$710K -$1.07M -20,995 -60%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$698K -$262K -5,146 -27%
Brown Advisory
130
Brown Advisory
Maryland
$684K -$101K -1,975 -13%
FAAS
131
First Allied Advisory Services
California
$682K +$6.63K +129 +1%
AIM
132
Acropolis Investment Management
Missouri
$657K -$460K -9,035 -41%
BlackRock
133
BlackRock
New York
$635K -$204K -4,009 -24%
CDIA
134
Capital Directions Investment Advisors
Georgia
$622K -$43.7K -857 -7%
RIA
135
Regal Investment Advisors
Michigan
$610K +$12K +235 +2%
PI
136
Placemark Investments
Illinois
$601K -$367K -7,216 -38%
FFC
137
First Financial Corp
Indiana
$593K – – –
RJT
138
Raymond James Trust
Florida
$569K +$102K +2,005 +22%
VKH
139
Virtu KCG Holdings
New York
$567K -$5.56M -109,137 -91%
EWM
140
Empirical Wealth Management
Washington
$549K +$7.8K +153 +1%
JA
141
JOYN Advisors
Georgia
$507K +$507K +9,951 New
PAG
142
Private Advisor Group
New Jersey
$486K +$486K +9,532 New
CWA
143
Convergent Wealth Advisors
Maryland
$486K +$486K +9,541 New
CL
144
CPWM LLC
Washington
$472K -$2.45K -48 -0.5%
FHA
145
First Horizon Advisors
Tennessee
$454K – – –
CANY
146
Caxton Associates (New York)
New York
$438K +$96.8K +1,900 +28%
SIC
147
Shoker Investment Counsel
Ohio
$431K +$431K +8,449 New
RFC
148
Russell Frank Company
Washington
$430K +$76.3K +1,498 +22%
TFA
149
Transamerica Financial Advisors
Florida
$425K +$137K +2,686 +48%
BUB
150
BBVA USA Bancshares
Texas
$404K +$17.8K +348 +5%
4 5
6
7 8