SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

506 hedge funds and large institutions have $6.32B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 143 increasing their positions, 230 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+5
Holders Change %
+1%
% of All Funds
10.24%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
49
Increased
143
Reduced
230
Closed
38
Calls
$289K
Puts
$1.67M
Net Calls
-$1.38M
Net Calls Change
+$12.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$692M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$289M
3
Jane Street
Jane Street
New York
$51.1M
4
HHGA
Halbert Hargrove Global Advisors
California
$36.4M
5
Franklin Resources
Franklin Resources
California
$52.5M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$544M
2
Truist Financial
Truist Financial
North Carolina
$113M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$7.01M
4
CS
Credit Suisse
Switzerland
$3.8M
5
UBS Group
UBS Group
Switzerland
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
326
Tufton Capital Management
Maryland
$390K +$4.59K +78 +1%
MBT
327
Montecito Bank & Trust
California
$387K – – –
Cerity Partners
328
Cerity Partners
New York
$384K +$17.8K +302 +5%
ECG
329
Edge Capital Group
Georgia
$382K -$97.4K -1,650 -20%
BFEC
330
Benjamin F. Edwards & Company
Missouri
$378K +$23.2K +394 +7%
CA
331
Clearstead Advisors
Ohio
$376K – – –
SI
332
Stephens Inc
Arkansas
$373K +$5.89K +100 +2%
MW
333
Marcum Wealth
Ohio
$370K -$304K -5,163 -45%
LWCFA
334
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$366K +$366K +6,198 New
HL
335
HeadInvest LLC
Maine
$361K – – –
IA
336
IFG Advisors
Missouri
$358K +$32.6K +560 +10%
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$357K -$93.8K -1,590 -21%
PFM
338
Peak Financial Management
Massachusetts
$357K -$26.6K -450 -7%
KCPG
339
Kavar Capital Partners Group
Kansas
$357K -$25K -424 -7%
CCA
340
Cobblestone Capital Advisors
New York
$353K – – –
BFO
341
Biltmore Family Office
North Carolina
$347K -$772K -13,080 -69%
FC
342
Financial Consulate
Maryland
$344K +$14.2K +241 +4%
NB
343
Nicolet Bankshares
Wisconsin
$336K -$4.48K -76 -1%
AWM
344
AllSquare Wealth Management
New York
$334K -$17.7K -300 -5%
MSAM
345
Moloney Securities Asset Management
Missouri
$330K +$21.3K +361 +7%
AA
346
Ancora Advisors
Ohio
$327K – – –
PWM
347
Perigon Wealth Management
California
$327K +$18.2K +309 +6%
CMP
348
Courage Miller Partners
Virginia
$322K – – –
SWM
349
SVA Wealth Management
Wisconsin
$322K – – –
CA
350
Cetera Advisors
Colorado
$321K -$32.1K -543 -9%
12 13
14
15 16