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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
ATC
351
Argent Trust Co
Tennessee
$782K -$54.4K -890 -7%
BB
352
Busey Bank
Illinois
$778K – – –
Deutsche Bank
353
Deutsche Bank
Germany
$771K +$36.5K +597 +5%
WHCFA
354
William Howard & Co Financial Advisors
Tennessee
$752K +$726K +11,862 New
Janney Montgomery Scott
355
Janney Montgomery Scott
Pennsylvania
$738K -$961K -15,707 -57%
CA
356
Cetera Advisors
Colorado
$731K +$291K +4,756 +70%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$726K +$363K +5,928 +107%
MFG
358
Merit Financial Group
Georgia
$724K -$8.2K -134 -1%
TSS
359
Two Sigma Securities
New York
$719K +$694K +11,352 New
BCM
360
BluePointe Capital Management
California
$701K – – –
FSWA
361
Financial Synergies Wealth Advisors
Texas
$698K -$197K -3,219 -23%
AAS
362
Annex Advisory Services
Wisconsin
$693K -$849K -13,881 -56%
Cerity Partners
363
Cerity Partners
New York
$693K -$56.3K -921 -8%
AIA
364
Alera Investment Advisors
Illinois
$692K -$34.8K -569 -5%
Invesco
365
Invesco
Georgia
$685K +$3.42K +56 +0.5%
CFG
366
Clayton Financial Group
Missouri
$682K +$10.8K +176 +2%
BCM
367
Becker Capital Management
Oregon
$678K – – –
PWM
368
PBMares Wealth Management
Virginia
$676K – – –
ACA
369
Aptus Capital Advisors
Alabama
$675K +$612K +10,003 +1,530%
RWA
370
River Wealth Advisors
Pennsylvania
$674K -$76.5K -1,250 -11%
MA
371
MONECO Advisors
Connecticut
$671K -$310K -5,074 -32%
VFPI
372
Vantage Financial Partners (Illinois)
Illinois
$669K -$96.4K -1,576 -13%
MFIM
373
Mesirow Financial Investment Management
Illinois
$667K -$61 -1 -0%
JWCA
374
J.W. Cole Advisors
Florida
$658K +$3.92K +64 +0.6%
MG
375
Mather Group
Illinois
$656K – – –
13 14
15
16 17

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.