SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

688 hedge funds and large institutions have $6.5B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 171 increasing their positions, 274 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+32
Holders Change %
+4.88%
% of All Funds
9.95%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
79
Increased
171
Reduced
274
Closed
36
Calls
$927K
Puts
$447K
Net Calls
+$480K
Net Calls Change
+$6.28M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$88.6M
2
Natixis Advisors
Natixis Advisors
Massachusetts
$598M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.3M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$884M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$46.5M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$131M
2
MMI
Matson Money Inc
Ohio
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$251M
4
Goldman Sachs
Goldman Sachs
New York
$220M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPM
276
Hudson Portfolio Management
New York
$1.4M +$1.4M +20,645 New
IPW
277
Intergy Private Wealth
Colorado
$1.38M -$18.5K -273 -1%
MA
278
Mutual Advisors
Nebraska
$1.37M -$46.1K -723 -3%
CPA
279
Cardiff Park Advisors
California
$1.36M -$171K -2,522 -11%
Cerity Partners
280
Cerity Partners
New York
$1.36M -$44.3K -654 -3%
SFS
281
Sowell Financial Services
Arkansas
$1.31M -$5.28K -78 -0.4%
TC
282
TAGStone Capital
North Carolina
$1.27M -$23.3K -344 -2%
WCM
283
Wealthcare Capital Management
Virginia
$1.23M -$73.1K -1,080 -6%
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$1.21M -$81.3K -1,201 -6%
PBT
285
Pictet Bank & Trust
Bahamas
$1.21M – – –
ACA
286
Aptus Capital Advisors
Alabama
$1.19M +$163K +2,412 +16%
BWA
287
Beam Wealth Advisors
Louisiana
$1.19M +$74.9K +1,107 +7%
TIM
288
Tortoise Investment Management
New York
$1.19M -$31.5K -466 -3%
PWA
289
Physician Wealth Advisors
Utah
$1.18M -$257K -3,936 -18%
KAS
290
Kestra Advisory Services
Texas
$1.18M +$109K +1,609 +10%
GAM
291
GEM Asset Management
Michigan
$1.17M – – –
FFM
292
Forum Financial Management
Illinois
$1.16M – – –
CA
293
Continuum Advisory
Idaho
$1.13M +$44.6K +716 +4%
WPW
294
Waldron Private Wealth
Pennsylvania
$1.13M +$57.7K +853 +5%
CA
295
Clearstead Advisors
Ohio
$1.11M – – –
ICP
296
Interchange Capital Partners
Pennsylvania
$1.06M -$4.88K -72 -0.5%
HG
297
Harbor Group
New Hampshire
$1.06M -$4.94K -73 -0.5%
SWA
298
Sax Wealth Advisors
New Jersey
$1.04M -$10K -148 -1%
RC
299
RBF Capital
California
$1.02M +$1.02M +15,000 New
FLPIM
300
F.L. Putnam Investment Management
Massachusetts
$1.01M -$74.5K -1,100 -7%
10 11
12
13 14