SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

540 hedge funds and large institutions have $5.43B invested in iShares MSCI EAFE Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+38
Holders Change %
+7.57%
% of All Funds
12.05%
Holding in Top 10
47
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+51.61%
% of All Funds
1.05%
New
113
Increased
187
Reduced
186
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Allstate Corporation
Illinois
$162M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$157M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$239M
4
CG
4
Colony Group
Massachusetts
$38.4M
5
RC
5
Rinet Company
Massachusetts
$34.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$153M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$575M
3
Creative Planning
3
Creative Planning
Kansas
$304M
4
KP
4
Keel Point
Alabama
$20.6M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
326
American Century Companies
Missouri
$497K -$2.64M -50,824 -84%
FLPIM
327
F.L. Putnam Investment Management
Massachusetts
$493K -$17.5K -338 -3%
Thrivent Financial for Lutherans
328
Thrivent Financial for Lutherans
Minnesota
$491K – – –
CBFP
329
Cedar Brook Financial Partners
Ohio
$488K +$488K +9,415 New
PP
330
Prudential plc
United Kingdom
$487K +$285K +5,500 +141%
AAS
331
Avantax Advisory Services
Texas
$484K +$484K +9,272 New
PCM
332
Pointe Capital Management
Michigan
$483K +$483K +9,327 New
Fiera Capital (Canada)
333
Fiera Capital (Canada)
Quebec, Canada
$482K +$482K +9,293 New
BAS
334
Brown Advisory Securities
Maryland
$466K -$126K -2,409 -21%
WAM
335
Wealthspire Advisors (Maryland)
Maryland
$453K +$141K +2,720 +45%
Neuberger Berman Group
336
Neuberger Berman Group
New York
$440K – – –
WCM
337
Wealthcare Capital Management
Virginia
$439K +$28.9K +557 +7%
NWM
338
Northwest Wealth Management
Iowa
$430K -$12.1K -233 -3%
SBH
339
Segall Bryant & Hamill
Illinois
$424K +$40.4K +780 +11%
PFM
340
Peak Financial Management
Massachusetts
$421K +$192K +3,698 +84%
MFGP
341
Marshall Financial Group (Pennsylvania)
Pennsylvania
$415K +$415K +8,001 New
TA
342
Townsend & Associates
Colorado
$412K +$10.1K +195 +3%
SS
343
Simplicity Solutions
Minnesota
$411K +$411K +7,952 New
VV
344
Valentine Ventures
Oregon
$408K +$408K +7,878 New
PBO
345
Peoples Bank (Ohio)
Ohio
$402K -$241K -4,662 -38%
WI
346
WrapManager Inc
California
$398K -$38.9K -751 -9%
AB
347
AT Bancorp
Iowa
$398K – – –
NB
348
Nicolet Bankshares
Wisconsin
$396K +$396K +7,644 New
FIB
349
First Interstate Bank
Montana
$394K +$227K +4,384 +136%
PWM
350
Perigon Wealth Management
California
$391K -$268K -4,820 -41%
12 13
14
15 16