SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

646 hedge funds and large institutions have $10.9B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 247 increasing their positions, 203 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+16
Holders Change %
+2.54%
% of All Funds
11.35%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.67%
New
58
Increased
247
Reduced
203
Closed
34
Calls
$938K
Puts
$8.63M
Net Calls
-$7.7M
Net Calls Change
-$2.33M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.63B
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$392M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$946M
4
APF
Alaska Permanent Fund
Alaska
$58.9M
5
BlackRock
BlackRock
New York
$241M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$96.2M
2
KM
Kabouter Management
Illinois
$6.59M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
EWA
Exencial Wealth Advisors
Oklahoma
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
276
Alhambra Investment Management
Florida
$1.54M +$206K +2,772 +15%
TFF
277
The Family Firm
Maryland
$1.51M – – –
EBA
278
Eagle Bay Advisors
New York
$1.5M +$297K +3,992 +25%
SFM
279
Signet Financial Management
New Jersey
$1.48M +$1.48M +19,819 New
GW
280
GW & Wade
Massachusetts
$1.47M +$67.3K +905 +5%
TIM
281
Tortoise Investment Management
New York
$1.47M -$6.62K -89 -0.4%
PWM
282
PBMares Wealth Management
Virginia
$1.46M +$52.2K +701 +4%
FCI
283
Financial Counselors Inc
Kansas
$1.46M -$6.77K -91 -0.5%
AP
284
Adero Partners
California
$1.45M – – –
BFO
285
Biltmore Family Office
North Carolina
$1.44M +$422K +5,668 +42%
TFA
286
Tobias Financial Advisors
Florida
$1.43M -$37.1K -499 -3%
BAM
287
Belpointe Asset Management
Nevada
$1.43M +$80.4K +1,080 +6%
RHBC
288
R.H. Bluestein & Co
Michigan
$1.41M -$75.5K -1,015 -5%
IA
289
IFG Advisors
Missouri
$1.38M +$372K +4,996 +37%
AIP
290
Almanack Investment Partners
Pennsylvania
$1.33M -$2.56M -34,428 -66%
RWA
291
Ropes Wealth Advisors
Massachusetts
$1.33M -$49.5K -665 -4%
WCF
292
West Coast Financial
California
$1.28M +$9.08K +122 +0.7%
PFA
293
Paradigm Financial Advisors
Missouri
$1.28M -$5.95K -80 -0.5%
DC
294
Davenport & Co
Virginia
$1.27M +$169K +2,267 +15%
DY
295
Dowling & Yahnke
California
$1.25M -$26K -350 -2%
CM
296
Columbus Macro
Pennsylvania
$1.19M -$759K -10,203 -39%
WFAG
297
Wescott Financial Advisory Group
Pennsylvania
$1.18M +$15.3K +206 +1%
SMG
298
Smart Money Group
Texas
$1.17M -$196K -2,639 -14%
CWA
299
Cornerstone Wealth Advisors
Minnesota
$1.17M -$62K -833 -5%
GA
300
GFS Advisors
Texas
$1.16M – – –
10 11
12
13 14