SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

514 hedge funds and large institutions have $5.1B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 234 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-92
Holders Change %
-15.18%
% of All Funds
11.35%
Holding in Top 10
33
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-29.79%
% of All Funds
0.73%
New
49
Increased
162
Reduced
234
Closed
132
Calls
$318K
Puts
$574K
Net Calls
-$256K
Net Calls Change
-$65K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$685M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$427M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$35.4M
4
TF
4
TIAA FSB
Florida
$649M
5
BlackRock
5
BlackRock
New York
$170M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.2M
2
AC
2
Allstate Corporation
Illinois
$63.1M
3
Creative Planning
3
Creative Planning
Kansas
$213M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$180M
5
UCFA
5
United Capital Financial Advisors
Texas
$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
351
Raymond James Trust
Florida
$300K -$29.3K -653 -9%
WPP
352
Whalerock Point Partners
Rhode Island
$300K – – –
FLPIM
353
F.L. Putnam Investment Management
Massachusetts
$298K -$870K -19,407 -74%
HL
354
HeadInvest LLC
Maine
$297K +$22.7K +507 +8%
EWA
355
EP Wealth Advisors
California
$296K +$8.56K +191 +3%
ODIJL
356
One Day In July LLC
Vermont
$295K -$320K -7,139 -52%
FT
357
Fiduciary Trust
Massachusetts
$293K +$3.94K +88 +1%
SFS
358
Summit Financial Strategies
Ohio
$293K +$72.2K +1,608 +33%
BFA
359
Beaumont Financial Advisors
Massachusetts
$292K -$148K -3,298 -34%
CB
360
Commerce Bank
Missouri
$287K -$216K -4,835 -43%
TCM
361
Tufton Capital Management
Maryland
$284K +$19.2K +428 +7%
PCA
362
Personal Capital Advisors
California
$279K +$107K +2,425 +62%
NB
363
Nicolet Bankshares
Wisconsin
$275K -$58K -1,295 -17%
FC
364
Financial Consulate
Maryland
$271K +$67K +1,495 +33%
SI
365
Stephens Inc
Arkansas
$271K +$124K +2,765 +84%
IA
366
IFG Advisory
Georgia
$269K +$14.6K +326 +6%
CCA
367
Cobblestone Capital Advisors
New York
$268K -$31.1K -693 -10%
CMP
368
Courage Miller Partners
Virginia
$268K +$10.9K +243 +4%
CA
369
Cetera Advisors
Colorado
$267K -$237K -5,776 -47%
BFG
370
Barber Financial Group
Kansas
$266K +$32.5K +724 +14%
IA
371
IFG Advisors
Missouri
$265K -$172K -3,824 -39%
LNC
372
Lincoln National Corp
Pennsylvania
$264K -$4.83M -107,934 -95%
SAM
373
Silvercrest Asset Management
New York
$264K +$264K +5,880 New
BFEC
374
Benjamin F. Edwards & Company
Missouri
$261K -$87.8K -1,954 -25%
RHBC
375
R.H. Bluestein & Co
Michigan
$254K -$24.6K -549 -9%
13 14
15
16 17