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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BFA
1
BlackRock Fund Advisors
California
$207M 4,058,661 +83,889 +2%
TCT
2
TIAA CREF Trust
Missouri
$125M 2,451,705 +227,596 +10%
BG
3
BlackRock Group
United Kingdom
$100M 1,968,519 – –
Bessemer Group
4
Bessemer Group
New Jersey
$98.1M 1,924,967 -500,000 -21%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$93.5M 1,833,324 +1,807,437 +6,982%
Franklin Resources
6
Franklin Resources
California
$74.9M 1,468,450 -138,800 -9%
Morgan Stanley
7
Morgan Stanley
New York
$74.2M 1,456,353 +69,246 +5%
CSIA
8
Charles Schwab Investment Advisory
California
$62.1M 1,217,262 +16,230 +1%
Goldman Sachs
9
Goldman Sachs
New York
$61M 1,196,661 +119,183 +11%
RJA
10
Raymond James & Associates
Florida
$54.6M 1,070,108 +71,976 +7%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$49.6M 972,433 +116,152 +14%
HHGA
12
Halbert Hargrove Global Advisors
California
$43.4M 850,990 -7,132 -0.8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$43.1M 844,552 +66,320 +9%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$43M 844,428 +24,599 +3%
Bank of America
15
Bank of America
North Carolina
$41M 804,911 +260,304 +48%
LPL Financial
16
LPL Financial
California
$40M 784,819 +36,186 +5%
FMWA
17
Forvis Mazars Wealth Advisors
Missouri
$35.2M 690,980 +26,534 +4%
Creative Planning
18
Creative Planning
Kansas
$31.1M 609,588 +385,134 +172%
QA
19
Quantitative Advantage
Minnesota
$29.7M 581,725 +13,415 +2%
U
20
UBS
Switzerland
$26.6M 522,256 +324,684 +164%
Wells Fargo
21
Wells Fargo
California
$24.1M 472,622 +34,563 +8%
State Street
22
State Street
Massachusetts
$22M 431,700 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$21.4M 419,935 -35,142 -8%
Truist Financial
24
Truist Financial
North Carolina
$21.2M 416,118 +88,779 +27%
KCMRT
25
Kemper Corp Master Retirement Trust
Illinois
$20.1M 393,500 – –
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