SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

501 hedge funds and large institutions have $5.5B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 148 increasing their positions, 237 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-13
Holders Change %
-2.53%
% of All Funds
10.3%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.66%
New
63
Increased
148
Reduced
237
Closed
74
Calls
$788K
Puts
$14.4M
Net Calls
-$13.7M
Net Calls Change
-$13.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$264M
2
RBA
2
Richard Bernstein Advisors
New York
$65.6M
3
Ameriprise
3
Ameriprise
Minnesota
$56.3M
4
Northern Trust
4
Northern Trust
Illinois
$52M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$63.6M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$574M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$384M
3
Truist Financial
3
Truist Financial
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$138M
5
AC
5
Allstate Corporation
Illinois
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
376
FMA Advisory
Pennsylvania
$236K -$24.8K -463 -10%
CFGS
377
Concourse Financial Group Securities
Alabama
$235K +$196K +3,644 +499%
CRC
378
Curi RMB Capital
Illinois
$234K -$10.1K -189 -4%
AWM
379
Aries Wealth Management
Maine
$233K -$173K -3,225 -43%
IA
380
IFG Advisory
Georgia
$233K -$88.9K -1,661 -28%
LCM
381
Legato Capital Management
California
$228K +$228K +4,243 New
AWA
382
Arete Wealth Advisors
Illinois
$227K -$27.5K -512 -11%
CBFP
383
Cedar Brook Financial Partners
Ohio
$227K -$25.7K -478 -10%
AC
384
Apella Capital
Connecticut
$226K +$226K +4,208 New
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
$223K +$65.3K +1,221 +41%
WCWM
386
Willow Creek Wealth Management
California
$221K +$221K +4,119 New
DPI
387
Diversified Portfolios Inc
Michigan
$220K +$220K +4,095 New
KWM
388
Kingsview Wealth Management
Oregon
$218K +$218K +4,068 New
VFA
389
Valeo Financial Advisors
Indiana
$211K +$12.9K +241 +7%
MFG
390
MidWestOne Financial Group
Iowa
$211K +$211K +3,927 New
T
391
TrueFG
Texas
$210K +$210K +3,912 New
SCM
392
Stonehearth Capital Management
Massachusetts
$207K +$207K +3,665 New
SIC
393
Samalin Investment Counsel
New York
$206K +$206K +3,858 New
MA
394
Mutual Advisors
Nebraska
$203K +$203K +3,795 New
VC
395
Vicus Capital
Pennsylvania
$202K -$274K -5,112 -58%
SMC
396
Smith, Moore & Co
Missouri
$201K +$201K +3,748 New
PCA
397
Personal Capital Advisors
California
$200K -$139K -2,586 -41%
EIP
398
Ellis Investment Partners
Pennsylvania
$158K -$8.68K -162 -5%
HR
399
Howe & Rusling
New York
$157K -$29.4K -547 -16%
CAL
400
Capital Advisors Ltd
Ohio
$157K +$107 +2 +0.1%
14 15
16
17 18