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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 %
HT
176
Hefren-Tillotson
Pennsylvania
$357K +$19K +408 +6%
AL
177
Aspiriant LLC
California
$354K -$146K -3,129 -29%
AW
178
ACG Wealth
Georgia
$346K -$61.5K -1,317 -15%
AIG
179
American International Group
New York
$334K +$92.9K +1,989 +38%
WCM
180
Wealthcare Capital Management
Virginia
$334K +$935 +20 +0.3%
GJIC
181
Gamble Jones Investment Counsel
California
$316K -$11.7K -250 -4%
SC
182
Savant Capital
Illinois
$315K +$315K +6,747 New
PAM
183
Panagora Asset Management
Massachusetts
$312K -$2.79M -59,666 -90%
CPS
184
Counsel Portfolio Services
Ontario, Canada
$312K -$2.7M -57,826 -90%
DPI
185
Diversified Portfolios Inc
Michigan
$312K +$312K +6,678 New
AA
186
Advisory Alpha
Michigan
$310K +$13.1K +280 +4%
OWD
187
Osborn Williams & Donohoe
Ohio
$304K +$304K +6,500 New
FVCM
188
F&V Capital Management
Florida
$302K +$23.3K +500 +8%
RPGK
189
Retirement Planning Group (Kansas)
Kansas
$277K -$129K -2,753 -32%
AWM
190
AllSquare Wealth Management
New York
$276K +$276K +5,913 New
CIBC World Market
191
CIBC World Market
Ontario, Canada
$273K +$273K +5,841 New
BOS
192
Bank of Stockton
California
$268K -$255K -5,470 -49%
HIS
193
Horizon Investment Services
Indiana
$267K +$64.4K +1,381 +32%
RFC
194
Russell Frank Company
Washington
$264K -$66K -1,408 -20%
NL
195
NWAM LLC
Washington
$260K -$318K -6,794 -55%
YMRC
196
Yorktown Management & Research Company
Virginia
$257K – – –
FIG
197
Fusion Investment Group
Pennsylvania
$256K +$99.5K +2,127 +64%
SPC
198
Sigma Planning Corp
Michigan
$241K +$241K +5,167 New
AIM
199
Acropolis Investment Management
Missouri
$240K -$61.7K -1,320 -20%
PGFC
200
Peapack-Gladstone Financial Corp
New Jersey
$233K – – –
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8
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