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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
RA
301
Rockingstone Advisors
Massachusetts
$1.06M +$1.01M +18,811 New
DC
302
Davenport & Co
Virginia
$1.06M +$10.1K +188 +1%
GAM
303
GEM Asset Management
Michigan
$1.05M +$999K +18,602 New
BAM
304
Baldrige Asset Management
Pennsylvania
$1.04M -$11.9K -221 -1%
TC
305
TAGStone Capital
North Carolina
$1.03M +$11K +205 +1%
RF
306
Resolute Financial
Massachusetts
$1.03M +$133K +2,473 +16%
CAC
307
Certified Advisory Corp
Florida
$1.03M -$534K -9,942 -35%
GT
308
Glenview Trust
Kentucky
$1.02M -$89.4K -1,665 -8%
BWL
309
Bogart Wealth LLC
Virginia
$1.01M -$10K -187 -1%
BF
310
BOK Financial
Oklahoma
$1.01M -$995K -18,538 -51%
CSIA
311
Charles Schwab Investment Advisory
California
$1M +$12K +224 +1%
Citigroup
312
Citigroup
New York
$1M +$85.5K +1,592 +10%
BC
313
Burleson & Co
California
$999K – – –
BI
314
Berkeley Inc
Idaho
$982K -$54 -1 -0%
HIA
315
Harbor Investment Advisory
Maryland
$976K +$208K +3,875 +29%
QIM
316
Quantitative Investment Management
Virginia
$967K -$255K -4,743 -22%
BCG
317
Breakwater Capital Group
New Jersey
$965K +$917K +17,090 New
FWTB
318
First Western Trust Bank
Colorado
$955K – – –
SFM
319
Signet Financial Management
New Jersey
$953K -$27.2K -506 -3%
RWA
320
Ropes Wealth Advisors
Massachusetts
$946K -$9.88K -184 -1%
Principal Financial Group
321
Principal Financial Group
Iowa
$939K -$104K -1,945 -10%
VFPI
322
Vantage Financial Partners (Illinois)
Illinois
$928K +$60.1K +1,119 +7%
AP
323
Adero Partners
California
$924K – – –
NA
324
Nottingham Advisors
New York
$923K -$2.68K -50 -0.3%
MA
325
MAS Advisors
Florida
$922K +$49.4K +920 +6%
11 12
13
14 15

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.