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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 %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$699K +$15.3K +327 +2%
MFS
152
MSI Financial Services
Massachusetts
$684K +$266K +5,697 +64%
AF
153
Allworth Financial
California
$674K +$249K +5,322 +58%
KA
154
Klingman & Associates
New York
$664K +$664K +14,217 New
PA
155
Paracle Advisors
Washington
$640K +$640K +13,705 New
NES
156
New England Securities
New York
$630K -$449K -9,624 -42%
HCM
157
Hengehold Capital Management
Ohio
$597K +$597K +12,775 New
TCM
158
Traynor Capital Management
Pennsylvania
$577K +$577K +12,367 New
CWA
159
Convergent Wealth Advisors
Maryland
$565K +$565K +12,102 New
PTB
160
Pioneer Trust Bank
Oregon
$549K +$25.2K +540 +5%
KCPG
161
Kavar Capital Partners Group
Kansas
$527K – – –
Comerica Bank
162
Comerica Bank
Texas
$498K +$286K +6,138 +135%
RIA
163
Regal Investment Advisors
Michigan
$490K -$38.3K -820 -7%
CPO
164
Cerity Partners OCIO
New York
$466K +$466K +9,970 New
Wellington Management Group
165
Wellington Management Group
Massachusetts
$456K -$11.3K -241 -2%
PPA
166
Parametric Portfolio Associates
Washington
$437K +$437K +9,345 New
AB
167
AT Bancorp
Iowa
$422K -$59.4K -1,271 -12%
FAAS
168
First Allied Advisory Services
California
$411K +$165K +3,535 +67%
FHA
169
First Horizon Advisors
Tennessee
$410K – – –
BA
170
BlackRock Advisors
Delaware
$407K +$233K +4,981 +133%
CAL
171
Capital Analysts LLC
Pennsylvania
$403K -$5.03M -107,653 -93%
BUB
172
BBVA USA Bancshares
Texas
$394K +$1.45K +31 +0.4%
CL
173
CPWM LLC
Washington
$393K – – –
FA
174
FCG Advisors
New Jersey
$390K +$149K +3,224 +62%
BDF
175
Balasa Dinverno & Foltz
$381K +$10.7K +230 +3%
5 6
7
8 9