SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

667 hedge funds and large institutions have $7.74B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 245 increasing their positions, 255 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
-12
Holders Change %
-1.77%
% of All Funds
10.52%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.39%
New
48
Increased
245
Reduced
255
Closed
55
Calls
$2.71M
Puts
$2.13M
Net Calls
+$584K
Net Calls Change
+$768K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$40M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$28.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$16.9M
4
KM
Kabouter Management
Illinois
+$15.5M
5
CCM
Coldstream Capital Management
Washington
+$9.24M

Top Sellers

1
TF
TIAA FSB
Florida
-$212M
2
Jane Street
Jane Street
New York
-$42.2M
3
AIA
Angeles Investment Advisors
California
-$30.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$30.2M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
376
LAM Group
Oregon
$575K -$295 -5 -0.1%
RLWM
377
RF&L Wealth Management
Massachusetts
$573K -$9.32K -158 -2%
SLT
378
St Louis Trust
Missouri
$571K – – –
Empower Advisory Group
379
Empower Advisory Group
Colorado
$570K +$25.4K +431 +5%
FHA
380
First Horizon Advisors
Tennessee
$559K -$708 -12 -0.1%
AOWM
381
Alpha Omega Wealth Management
Virginia
$558K +$9.08K +154 +2%
Lido Advisors
382
Lido Advisors
California
$553K +$69.4K +1,177 +14%
DACG
383
Donor Advised Charitable Giving
California
$536K -$57.9K -982 -10%
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$536K +$257K +4,357 +92%
USCWA
385
U.S. Capital Wealth Advisors
Texas
$533K +$15.9K +269 +3%
CA
386
Cetera Advisors
Colorado
$532K +$117K +1,980 +28%
MFGM
387
Marshall Financial Group (Maryland)
Maryland
$531K +$6.55K +111 +1%
SAG
388
SageView Advisory Group
California
$529K +$64.7K +1,097 +14%
CBFP
389
Cedar Brook Financial Partners
Ohio
$527K -$40.5K -686 -7%
WI
390
WrapManager Inc
California
$526K -$30.1K -510 -5%
JWCA
391
J.W. Cole Advisors
Florida
$526K -$85.1K -1,442 -14%
PBT
392
Pictet Bank & Trust
Bahamas
$519K -$206K -3,500 -28%
PWPS
393
Pinnacle Wealth Planning Services
Ohio
$515K -$33.5K -568 -6%
1WM
394
1900 Wealth Management
Texas
$514K -$103K -1,751 -17%
VWA
395
Visionary Wealth Advisors
Illinois
$514K -$33.5K -568 -6%
SRC
396
Sage Rhino Capital
California
$513K – – –
AWP
397
Accretive Wealth Partners
New Jersey
$512K +$5.31K +90 +1%
TP
398
Tranquility Partners
Tennessee
$511K -$5.01K -85 -1%
NL
399
NWAM LLC
Washington
$510K +$71.8K +1,218 +16%
CSPIA
400
Cary Street Partners Investment Advisory
Virginia
$510K +$13.4K +227 +3%
14 15
16
17 18