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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 %
CI
126
Cambiar Investors
Colorado
$1.12M -$9.48M -202,950 -89%
Charles Schwab
127
Charles Schwab
California
$1.07M -$1.54M -33,000 -59%
FWCM
128
Ferguson Wellman Capital Management
Oregon
$1.03M +$615K +13,172 +147%
RJT
129
Raymond James Trust
Florida
$1.01M +$67K +1,435 +7%
SFPM
130
Sensible Financial Planning & Management
Massachusetts
$983K -$119K -2,545 -11%
CDIA
131
Capital Directions Investment Advisors
Georgia
$940K +$369K +7,630 +65%
AWM
132
Avior Wealth Management
Nebraska
$933K +$164K +3,515 +21%
MAA
133
Managed Account Advisors
New Jersey
$926K +$71.1K +1,521 +8%
IA
134
Ibbotson Associates
Illinois
$884K +$13.9K +298 +2%
BP
135
Ballentine Partners
Massachusetts
$870K +$870K +18,623 New
PI
136
Placemark Investments
Illinois
$869K +$83.8K +1,796 +11%
TFF
137
The Family Firm
Maryland
$852K +$852K +18,246 New
LC
138
Lourd Capital
California
$848K – – –
Invesco
139
Invesco
Georgia
$841K +$50.2K +1,075 +6%
FWM
140
Frontier Wealth Management
Missouri
$834K +$834K +17,856 New
BWM
141
Braver Wealth Management
Massachusetts
$817K -$3.63M -77,781 -82%
EA
142
Elm Advisors
California
$812K +$54.4K +1,165 +7%
EAM
143
Evanson Asset Management
California
$780K -$2.24K -48 -0.3%
CFA
144
Cahill Financial Advisors
Minnesota
$748K +$142K +3,044 +24%
TCM
145
TD Capital Management
Tennessee
$745K +$715K +15,310 +2,422%
SFM
146
Signet Financial Management
New Jersey
$737K +$737K +15,772 New
PAG
147
Private Advisor Group
New Jersey
$736K -$16K -342 -2%
DWM
148
Dakota Wealth Management
Florida
$723K +$723K +15,534 New
RCM
149
RNC Capital Management
California
$716K +$716K +15,325 New
MCM
150
Manchester Capital Management
Vermont
$699K – – –
4 5
6
7 8