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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 %
NES
176
New England Securities
New York
$141K +$31.8K +624 +29%
PO
177
Private Ocean
California
$129K +$129K +2,525 New
CCS
178
Crosspoint Capital Strategies
California
$124K +$124K +2,355 New
HT
179
Hefren-Tillotson
Pennsylvania
$105K +$105K +2,074 New
TWA
180
TCI Wealth Advisors
Arizona
$92K -$5.12K -100 -5%
MWP
181
MYCIO Wealth Partners
Pennsylvania
$89K +$1.13K +22 +1%
MCM
182
Munder Capital Management
Michigan
$84K – – –
BPBT
183
Boston Private Bank & Trust
Massachusetts
$79K +$40.7K +795 +106%
WT
184
Whittier Trust
California
$76K – – –
EARNEST Partners
185
EARNEST Partners
Georgia
$62K – – –
WEC
186
Winslow Evans & Crocker
Massachusetts
$58K +$58K +1,140 New
BIM
187
BlackRock Investment Management
Delaware
$49K +$8.11K +158 +20%
ST
188
Smithfield Trust
Pennsylvania
$31K -$5.17K -100 -14%
CAL
189
Capital Advisors Ltd
Ohio
$28K +$28K +543 New
HPBT
190
High Point Bank & Trust
North Carolina
$25K – – –
PSI
191
Pinnacle Summer Investments
Virginia
$19K -$124K -2,482 -87%
CWM
192
Cranbrook Wealth Management
Michigan
$17K +$17K +328 New
SGC
193
South Georgia Capital
Illinois
$17K +$17K +332 New
TCM
194
TD Capital Management
Tennessee
$11K -$6.42K -126 -37%
KPCM
195
Kings Point Capital Management
New York
$10K +$10K +200 New
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$9.53K +$9.53K +187 New
HCM
197
Horrell Capital Management
Arkansas
$7K -$1.45K -30 -17%
PAS
198
Partnervest Advisory Services
California
$4K +$4K +70 New
FA
199
Financial Advantage
Maryland
$4K +$4K +85 New
RFA
200
Reilly Financial Advisors
California
$3K +$3K +59 New
5 6 7
8
9