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iShares MSCI EAFE Small-Cap ETF
SCZ

681 hedge funds and large institutions have $7.08B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 198 increasing their positions, 273 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 707 → 681 (-26)

3.78% less ownership

Funds ownership: 74.45% → 70.68% (-3.8%)

7% less capital invested

Capital invested by funds: $7.59B → $7.08B (-$505M)

23% less funds holding in top 10

Funds holding in top 10: 26 → 20 (-6)

27% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 60

27% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 273

45% less call options, than puts

Call options by funds: $798K | Put options by funds: $1.44M

Holders
681
Holders Change
-26
Holders Change %
-3.68%
% of All Funds
9.81%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
44
Increased
198
Reduced
273
Closed
60
Calls
$798K
Puts
$1.44M
Net Calls
-$646K
Net Calls Change
+$50.7M

Top Buyers

1
Jane Street
Jane Street
New York
+$179M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$48.8M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$45.5M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$25.3M
5
OMC
Old Mission Capital
Illinois
+$13.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$391M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$226M
3
WTB
Washington Trust Bank
Washington
-$86.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$69.9M
5
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HG
301
Harbor Group
New Hampshire
$1.05M -$52K -850 -5%
MA
302
MAS Advisors
Florida
$1.05M – – –
GT
303
Glenview Trust
Kentucky
$1.04M -$12.2K -200 -1%
WCM
304
Windham Capital Management
Massachusetts
$1M – – –
WPW
305
Waldron Private Wealth
Pennsylvania
$1M – – –
BCG
306
Breakwater Capital Group
New Jersey
$1M +$74.4K +1,216 +8%
PPC
307
Park Place Capital
Alabama
$966K -$777K -12,697 -45%
KAS
308
Kestra Advisory Services
Texas
$965K -$91K -1,488 -9%
RC
309
RBF Capital
California
$950K – – –
SB
310
Strategic Blueprint
Georgia
$945K +$32.2K +526 +4%
SFM
311
Signet Financial Management
New Jersey
$942K -$29.7K -485 -3%
TFG
312
Tilson Financial Group
New Jersey
$939K -$59.8K -977 -6%
LFA
313
Legacy Financial Advisors
Kentucky
$936K +$51.6K +844 +6%
BG
314
Benedetti & Gucer
Georgia
$936K +$53K +867 +6%
MAM
315
McLean Asset Management
Virginia
$935K +$11.6K +190 +1%
MIAS
316
Mason Investment Advisory Services
Virginia
$924K – – –
BSWA
317
Bromfield Sneider Wealth Advisors
Massachusetts
$921K +$155K +2,540 +21%
CFP
318
Catalyst Financial Partners
Massachusetts
$917K +$663K +10,844 +253%
FLPIM
319
F.L. Putnam Investment Management
Massachusetts
$916K -$14.9K -243 -2%
SWA
320
Sax Wealth Advisors
New Jersey
$915K -$26.9K -439 -3%
CWM
321
Cahill Wealth Management
Michigan
$912K -$26.7K -437 -3%
BF
322
BOK Financial
Oklahoma
$912K +$1.83K +30 +0.2%
American Century Companies
323
American Century Companies
Missouri
$911K -$3.79M -61,986 -81%
GA
324
GFS Advisors
Texas
$911K -$21K -343 -2%
GP
325
Girard Partners
Pennsylvania
$907K -$872K -14,261 -50%
11 12
13
14 15

SCZ Hedge Fund Activity: Q1 2024 in Review

681 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q1 2024, worth a combined $7.08B — down 6.7% from $7.59B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SCZ and 44 opened new positions — a net loss of 16 holders — while 273 trimmed existing stakes and 198 added.

The largest buyer was Jane Street, adding an estimated $179M. The largest seller was Morgan Stanley, cutting an estimated $391M.

  • 681 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q1 2024, down from 707 in Q4 2023.
  • Funds reported $7.08B of iShares MSCI EAFE Small-Cap ETF stock for Q1 2024, down 6.7% quarter-over-quarter.
  • 44 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q1 2024 and 60 closed out, a net change of -16 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q1 2024 was Jane Street, an estimated $179M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $391M sold.

Based on aggregated 13F filings for Q1 2024.