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iShares MSCI EAFE Small-Cap ETF
SCZ

683 hedge funds and large institutions have $8.24B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 196 increasing their positions, 262 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 51

35% more funds holding in top 10

Funds holding in top 10: 23 → 31 (+8)

29% more capital invested

Capital invested by funds: $6.39B → $8.24B (+$1.85B)

8% more funds holding

Funds holding: 631 → 683 (+52)

2.57% more ownership

Funds ownership: 70.96% → 73.52% (+2.6%)

25% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 262

96% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $77.1M

Holders
683
Holders Change
+52
Holders Change %
+8.24%
% of All Funds
10.98%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.5%
New
119
Increased
196
Reduced
262
Closed
51
Calls
$2.94M
Puts
$77.1M
Net Calls
-$74.2M
Net Calls Change
-$72M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$262M
2
Morgan Stanley
Morgan Stanley
New York
+$102M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$89.9M
4
Goldman Sachs
Goldman Sachs
New York
+$72.8M
5
KM
Kabouter Management
Illinois
+$40.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$124M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$66.3M
3
N
Nuveen
North Carolina
-$39.2M
4
AWM
AE Wealth Management
Kansas
-$31.3M
5
Truist Financial
Truist Financial
North Carolina
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
276
Alera Investment Advisors
Illinois
$1.3M -$344K -6,401 -22%
DCM
277
Dupont Capital Management
Delaware
$1.3M -$666K -12,414 -35%
EWM
278
Endowment Wealth Management
Wisconsin
$1.3M +$73.4K +1,367 +6%
KAS
279
Kestra Advisory Services
Texas
$1.28M +$171K +3,190 +16%
SFP
280
Sterling Financial Planning
New Jersey
$1.28M +$39.9K +743 +3%
MWAM
281
Manhattan West Asset Management
California
$1.27M -$252K -4,689 -17%
CPA
282
Cardiff Park Advisors
California
$1.25M +$531K +9,900 +81%
RFC
283
Regions Financial Corp
Alabama
$1.25M -$424K -7,895 -26%
IWM
284
IHT Wealth Management
Illinois
$1.23M -$881K -16,403 -43%
R
285
Rebalance
California
$1.23M +$1.17M +21,770 New
TFF
286
The Family Firm
Maryland
$1.22M +$95K +1,769 +9%
GP
287
Girard Partners
Pennsylvania
$1.22M +$103K +1,922 +10%
CFP
288
Catalyst Financial Partners
Massachusetts
$1.22M +$1.16M +21,612 New
IPW
289
Intergy Private Wealth
Colorado
$1.21M -$21.4K -399 -2%
EAM
290
Evanson Asset Management
California
$1.17M -$215 -4 -0%
GL
291
Graypoint LLC
New York
$1.17M -$62.6K -1,166 -5%
TFG
292
Tilson Financial Group
New Jersey
$1.14M +$1.09M +20,214 New
WCM
293
Wealthcare Capital Management
Virginia
$1.14M -$20.3K -379 -2%
BFEC
294
Benjamin F. Edwards & Company
Missouri
$1.13M +$265K +4,943 +33%
Millennium Management
295
Millennium Management
New York
$1.13M +$1.07M +19,999 New
PAS
296
Park Avenue Securities
New York
$1.11M +$195K +3,635 +23%
GWM
297
Geneos Wealth Management
Colorado
$1.1M -$1.79M -33,367 -63%
TIM
298
Tortoise Investment Management
New York
$1.1M +$35.2K +655 +3%
EWM
299
Elmwood Wealth Management
California
$1.08M +$1.03M +19,141 New
MA
300
Mutual Advisors
Nebraska
$1.08M +$105K +1,952 +11%
10 11
12
13 14

SCZ Hedge Fund Activity: Q4 2022 in Review

683 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2022, worth a combined $8.24B — up 29% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SCZ positions and 51 closed out — a net gain of 68 holders — while 196 added to existing stakes and 262 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $262M. The largest seller was BlackRock, cutting an estimated $124M.

  • 683 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2022, up from 631 in Q3 2022.
  • Funds reported $8.24B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 119 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2022 and 51 closed out, a net change of +68 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2022 was Jones Financial Companies, an estimated $262M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2022 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2022.