SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

606 hedge funds and large institutions have $7.53B invested in iShares MSCI EAFE Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 225 increasing their positions, 179 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+87
Holders Change %
+16.76%
% of All Funds
11.97%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.93%
New
125
Increased
225
Reduced
179
Closed
27
Calls
$544K
Puts
$735K
Net Calls
-$191K
Net Calls Change
+$471K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$364M
2
MMI
Matson Money Inc
Ohio
$209M
3
Truist Financial
Truist Financial
North Carolina
$254M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$265M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$833M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$14.4M
2
Goldman Sachs
Goldman Sachs
New York
$79.3M
3
Franklin Resources
Franklin Resources
California
$38.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.99M
5
M&T Bank
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SLT
351
St Louis Trust
Missouri
$603K -$144K -2,310 -19%
VC
352
Vicus Capital
Pennsylvania
$599K -$64.9K -1,042 -10%
AL
353
Aspiriant LLC
California
$598K -$30.4K -488 -5%
VCM
354
Vivaldi Capital Management
Illinois
$589K +$151K +2,423 +34%
MFG
355
Magnus Financial Group
New York
$584K +$200K +3,212 +52%
KCPG
356
Kavar Capital Partners Group
Kansas
$582K +$62 +1 +0%
VFPI
357
Vantage Financial Partners (Illinois)
Illinois
$576K +$28K +450 +5%
PFM
358
Peak Financial Management
Massachusetts
$570K +$10.8K +174 +2%
RCM
359
RNC Capital Management
California
$567K – – –
SFG
360
StrategIQ Financial Group
Indiana
$559K +$559K +8,976 New
Koshinski Asset Management
361
Koshinski Asset Management
Illinois
$557K +$557K +8,995 New
BWA
362
Beam Wealth Advisors
Louisiana
$549K +$549K +8,819 New
SWPG
363
Strategic Wealth Partners Group
Illinois
$548K +$548K +8,798 New
KM
364
Kalos Management
Georgia
$541K -$15.3K -245 -3%
CA
365
Cumberland Advisors
Florida
$536K -$47.9K -770 -8%
NAS
366
Nicolet Advisory Services
Wisconsin
$536K +$536K +8,611 New
KPWG
367
KFA Private Wealth Group
Virginia
$533K +$533K +8,555 New
WAM
368
Wealthspire Advisors (Maryland)
Maryland
$529K -$86.6K -1,391 -14%
AOWM
369
Alpha Omega Wealth Management
Virginia
$520K +$59.6K +957 +13%
NWM
370
Northwest Wealth Management
Iowa
$517K -$39.1K -628 -7%
SWM
371
SVA Wealth Management
Wisconsin
$512K -$9.77K -157 -2%
DIP
372
DT Investment Partners
Pennsylvania
$511K +$511K +8,208 New
DC
373
Davenport & Co
Virginia
$497K -$59.8K -960 -11%
KWM
374
Kingsview Wealth Management
Oregon
$496K -$63.2K -1,014 -11%
BFEC
375
Benjamin F. Edwards & Company
Missouri
$484K -$6.3K -101 -1%
13 14
15
16 17