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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

215 hedge funds and large institutions have $2.47B invested in iShares MSCI EAFE Small-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 96 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-8
Holders Change %
-3.59%
% of All Funds
6.24%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.58%
New
16
Increased
96
Reduced
72
Closed
21
Calls
–
Puts
$252K
Net Calls
-$252K
Net Calls Change
-$252K

Top Buyers

1
M&T Bank
M&T Bank
New York
$116M
2
BIT
BlackRock Institutional Trust
California
$69.8M
3
TCT
TIAA CREF Trust
Missouri
$233M
4
SMA
Simply Money Advisors
Ohio
$18.6M
5
CI
Cambiar Investors
Colorado
$11M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$32.6M
2
HHGA
Halbert Hargrove Global Advisors
California
$4.51M
3
SAS
Sage Advisory Services
Texas
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$311M
5
JA
JOYN Advisors
Georgia
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
201
Capital Advisors Ltd
Ohio
$26K – – –
CTC
202
Central Trust Company
Missouri
$25K -$3.76K -79 -13%
FANJ
203
Financial Architects (New Jersey)
New Jersey
$24K – – –
HPBT
204
High Point Bank & Trust
North Carolina
$23K – – –
WEC
205
Winslow Evans & Crocker
Massachusetts
$16.5K -$38.8K -800 -70%
BRWM
206
B. Riley Wealth Management
Tennessee
$16K -$21.9K -462 -58%
CWM
207
Cranbrook Wealth Management
Michigan
$16K – – –
PIA
208
Peachtree Investment Advisors
Georgia
$16K +$16K +324 New
VIA
209
Vantage Investment Advisors
Pennsylvania
$12K +$3.32K +67 +38%
SGC
210
South Georgia Capital
Illinois
$11K -$50 -1 -0.5%
MA
211
MCF Advisors
Kentucky
$9K +$9K +186 New
HCM
212
Horrell Capital Management
Arkansas
$8K +$91 +2 +1%
PMFA
213
Plante Moran Financial Advisors
Michigan
$7K – – –
PSUF
214
People's United Financial
Connecticut
$1K – – –
SAS
215
Sage Advisory Services
Texas
– -$26.7M -504,808 Closed
PL
216
Plancorp LLC
Missouri
– -$12.8M -241,900 Closed
BAAM
217
Baker Avenue Asset Management
California
– -$11.2M -212,441 Closed
LPT
218
Legacy Private Trust
Wisconsin
– -$1.82M -34,390 Closed
CPC
219
Cookson Peirce & Co
Pennsylvania
– -$1.58M -29,790 Closed
CIA
220
Choate Investment Advisors
Massachusetts
– -$1.28M -24,122 Closed
PAS
221
Partnervest Advisory Services
California
– -$777K -14,686 Closed
CIBC World Market
222
CIBC World Market
Ontario, Canada
– -$587K -11,085 Closed
CA
223
Cetera Advisors
Colorado
– -$490K -9,295 Closed
RFC
224
Regions Financial Corp
Alabama
– -$278K -5,260 Closed
SFT
225
Simmons First Trust
Arkansas
– -$218K -4,127 Closed
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