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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 %
CA
201
Cetera Advisors
Colorado
$231K +$231K +4,935 New
PHAM
202
Palisades Hudson Asset Management
Florida
$224K +$2.1K +45 +0.9%
OC
203
Oarsman Capital
Wisconsin
$223K +$16.6K +355 +8%
CRC
204
Curi RMB Capital
Illinois
$214K – – –
ASN
205
Advisory Services Network
Georgia
$209K +$209K +4,468 New
IC
206
Intersect Capital
California
$206K +$206K +4,400 New
WA
207
WFG Advisors
Texas
$159K -$47.9K -1,025 -23%
AC
208
Alexandria Capital
Virginia
$150K – – –
PAI
209
Pittenger & Anderson Inc
Nebraska
$124K +$124K +2,650 New
PO
210
Private Ocean
California
$121K +$1.5K +32 +1%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$103K +$50.3K +1,077 +96%
AIP
212
Ameritas Investment Partners
Nebraska
$100K +$100K +2,146 New
MWP
213
MYCIO Wealth Partners
Pennsylvania
$82K +$1.08K +23 +1%
LNB
214
Ledyard National Bank
$77K -$156K -3,325 -67%
TWA
215
TCI Wealth Advisors
Arizona
$72K – – –
Victory Capital Management
216
Victory Capital Management
Texas
$72K +$72K +1,550 New
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$58K – – –
EARNEST Partners
218
EARNEST Partners
Georgia
$57K – – –
KCM
219
Karp Capital Management
California
$55K +$55K +1,185 New
GWS
220
Glassman Wealth Services
Virginia
$47K +$47K +1,006 New
PSI
221
Pinnacle Summer Investments
Virginia
$46K +$9.53K +202 +26%
GAM
222
Gemmer Asset Management
California
$42K -$47.1K -1,013 -53%
BPBT
223
Boston Private Bank & Trust
Massachusetts
$37K – – –
BIM
224
BlackRock Investment Management
Delaware
$36K -$41.3K -882 -53%
NPC
225
National Planning Corporation
California
$33.4K +$33.4K +727 New
7 8
9
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