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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 %
PFA
151
Paradigm Financial Advisors
Missouri
$394K +$394K +7,726 New
BOS
152
Bank of Stockton
California
$377K +$74K +1,450 +24%
CS
153
Credit Suisse
Switzerland
$351K -$997K -19,551 -74%
WA
154
WFG Advisors
Texas
$346K +$21.7K +426 +7%
FA
155
FDx Advisors
Illinois
$328K +$328K +6,428 New
BDF
156
Balasa Dinverno & Foltz
$323K +$1.07K +21 +0.3%
DY
157
Dowling & Yahnke
California
$313K -$58.4K -1,147 -16%
AA
158
Advisory Alpha
Michigan
$312K +$312K +6,123 New
PHAM
159
Palisades Hudson Asset Management
Florida
$305K +$16.6K +325 +6%
KA
160
Kovack Advisors
Florida
$304K +$304K +5,960 New
SCA
161
Stillwater Capital Advisors
Pennsylvania
$298K +$298K +5,848 New
CIA
162
Choate Investment Advisors
Massachusetts
$282K +$19.6K +385 +7%
YMRC
163
Yorktown Management & Research Company
Virginia
$280K – – –
CG
164
Colony Group
Massachusetts
$272K +$272K +5,336 New
FWCM
165
Ferguson Wellman Capital Management
Oregon
$262K +$262K +5,130 New
AB
166
AT Bancorp
Iowa
$253K – – –
RFC
167
Regions Financial Corp
Alabama
$240K +$18.5K +363 +8%
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
$221K +$221K +4,335 New
AA
169
Alesco Advisors
New York
$210K +$210K +4,113 New
FVCM
170
F&V Capital Management
Florida
$208K +$208K +4,095 New
FA
171
FCG Advisors
New Jersey
$205K -$60.2K -1,183 -23%
AC
172
Alexandria Capital
Virginia
$191K – – –
ASN
173
Advisory Services Network
Georgia
$161K +$161K +3,149 New
1IC
174
1919 Investment Counsel
Maryland
$160K – – –
V
175
Veritable
Delaware
$158K +$158K +3,100 New
5 6
7
8 9