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 %
AC
376
Apella Capital
Connecticut
$248K – – –
WAM
377
Wealthspire Advisors (Maryland)
Maryland
$246K -$45K -762 -15%
WCWM
378
Willow Creek Wealth Management
California
$243K – – –
JWCA
379
J.W. Cole Advisors
Florida
$240K +$240K +4,073 New
FA
380
FCG Advisors
New Jersey
$236K -$114K -1,929 -32%
MFW
381
Mosaic Family Wealth
Missouri
$236K +$236K +3,998 New
WTB
382
Washington Trust Bank
Washington
$233K -$159K -2,690 -41%
LW
383
Linscomb Wealth
Texas
$233K -$102K -1,733 -31%
KWM
384
Kingsview Wealth Management
Oregon
$233K -$6.54K -111 -3%
T
385
TrueFG
Texas
$233K +$1.95K +33 +0.8%
MFG
386
MidWestOne Financial Group
Iowa
$232K – – –
VFA
387
Valeo Financial Advisors
Indiana
$231K -$826 -14 -0.4%
SIC
388
Samalin Investment Counsel
New York
$226K -$1.77K -30 -0.8%
SCP
389
Syntal Capital Partners
Texas
$225K -$476K -8,085 -68%
MA
390
Mutual Advisors
Nebraska
$224K +$647 +11 +0.3%
PWMAG
391
Pinnacle Wealth Management Advisory Group
New Jersey
$223K -$191K -3,245 -46%
SMC
392
Smith, Moore & Co
Missouri
$221K – – –
PCA
393
Personal Capital Advisors
California
$220K – – –
KM
394
Kalos Management
Georgia
$219K +$219K +3,528 New
FFN
395
Focus Financial Network
Minnesota
$218K +$218K +3,697 New
MC
396
Matisse Capital
Oregon
$218K +$218K +3,700 New
WI
397
WrapManager Inc
California
$216K +$216K +3,664 New
GWS
398
Glassman Wealth Services
Virginia
$214K +$155K +2,628 +261%
CFGS
399
Concourse Financial Group Securities
Alabama
$212K -$46.4K -785 -18%
LL
400
LPWM LLC
Minnesota
$211K +$211K +3,549 New
14 15
16
17 18