SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

607 hedge funds and large institutions have $9.06B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 240 increasing their positions, 181 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+37
Holders Change %
+6.49%
% of All Funds
10.69%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
80
Increased
240
Reduced
181
Closed
37
Calls
$675K
Puts
$5.73M
Net Calls
-$5.05M
Net Calls Change
-$1.48M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$507M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$162M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.8M
4
AssetMark Inc
AssetMark Inc
California
+$88.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$85.4M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$47.9M
2
Jane Street
Jane Street
New York
-$35.6M
3
BSW
Buckingham Strategic Wealth
Missouri
-$22.1M
4
FWCM
Ferguson Wellman Capital Management
Oregon
-$16.9M
5
MIS
Morningstar Investment Services
Illinois
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
251
Lenox Wealth Advisors
New York
$1.67M -$5.46K -76 -0.3%
BWL
252
Bogart Wealth LLC
Virginia
$1.66M – – –
RFC
253
Regions Financial Corp
Alabama
$1.64M +$210K +2,923 +15%
OC
254
Oppenheimer & Co
New York
$1.64M +$11.3K +157 +0.7%
HTC
255
Hershey Trust Company
Pennsylvania
$1.58M +$1.58M +22,000 New
WCFA
256
Walkner Condon Financial Advisors
Wisconsin
$1.55M +$10.8K +151 +0.7%
CFG
257
Citizens Financial Group
Rhode Island
$1.52M -$86.2K -1,200 -5%
GT
258
Glenview Trust
Kentucky
$1.52M -$11.2K -156 -0.7%
APG
259
Abacus Planning Group
South Carolina
$1.51M -$15.2K -211 -1%
MAFM
260
Mid Atlantic Financial Management
Pennsylvania
$1.5M +$4.24K +59 +0.3%
BI
261
Berkeley Inc
Idaho
$1.49M +$50.4K +701 +3%
A
262
AdvicePeriod
California
$1.49M +$10.8K +151 +0.7%
IWS
263
Insight Wealth Strategies
California
$1.49M +$261K +3,636 +21%
RWA
264
Ropes Wealth Advisors
Massachusetts
$1.47M +$27.6K +369 +2%
OIA
265
OneDigital Investment Advisors
Kansas
$1.47M +$1.23M +17,085 +516%
SFM
266
Signet Financial Management
New Jersey
$1.46M -$257K -3,577 -15%
BAM
267
Baldrige Asset Management
Pennsylvania
$1.45M +$25.5K +355 +2%
TIM
268
Tortoise Investment Management
New York
$1.44M – – –
RHBC
269
R.H. Bluestein & Co
Michigan
$1.44M +$359 +5 +0%
TFA
270
Tobias Financial Advisors
Florida
$1.42M -$147K -2,045 -9%
Invesco
271
Invesco
Georgia
$1.41M -$20.4K -284 -1%
TFF
272
The Family Firm
Maryland
$1.41M -$15.1K -210 -1%
BC
273
Burleson & Co
California
$1.4M -$83.2K -1,158 -6%
GW
274
GW & Wade
Massachusetts
$1.39M +$1.39M +19,293 New
FCI
275
Financial Counselors Inc
Kansas
$1.38M -$5.01M -69,805 -78%
9 10
11
12 13