SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

706 hedge funds and large institutions have $7.59B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 216 increasing their positions, 262 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+56
Holders Change %
+8.62%
% of All Funds
10.35%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
113
Increased
216
Reduced
262
Closed
47
Calls
$365K
Puts
$51.8M
Net Calls
-$51.4M
Net Calls Change
-$51.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$268M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$45.2M
3
CCWM
Cassaday & Co Wealth Management
Virginia
+$44.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42M
5
Jane Street
Jane Street
New York
+$31.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$940M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$40.6M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$34.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$32.8M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
376
Invesco
Georgia
$666K -$4.4K -71 -0.7%
BCM
377
Becker Capital Management
Oregon
$662K – – –
PWM
378
PBMares Wealth Management
Virginia
$661K +$495 +8 +0.1%
MG
379
Mather Group
Illinois
$656K -$3.16K -51 -0.5%
CFG
380
Clayton Financial Group
Missouri
$656K +$656K +10,597 New
MFIM
381
Mesirow Financial Investment Management
Illinois
$652K +$652K +10,536 New
NL
382
NWAM LLC
Washington
$648K +$648K +10,469 New
JIC
383
Johnson Investment Counsel
Ohio
$648K -$67.4K -1,089 -9%
JWCA
384
J.W. Cole Advisors
Florida
$639K +$89.4K +1,444 +16%
EFG
385
Embree Financial Group
Illinois
$639K +$639K +10,318 New
KCPG
386
Kavar Capital Partners Group
Kansas
$616K +$234K +3,778 +61%
BFO
387
Biltmore Family Office
North Carolina
$606K -$357K -5,764 -37%
PWMG
388
Pioneer Wealth Management Group
Texas
$605K -$1.14M -18,366 -65%
IFA
389
Index Fund Advisors
California
$603K +$1.36K +22 +0.2%
SLT
390
St Louis Trust
Missouri
$599K – – –
HF
391
HRT Financial
New York
$599K +$599K +9,678 New
DACG
392
Donor Advised Charitable Giving
California
$597K +$34.1K +551 +6%
DS
393
DRW Securities
Illinois
$596K -$6.64M -107,230 -92%
FIA
394
Foundations Investment Advisors
Arizona
$596K -$242K -3,971 -29%
AOWM
395
Alpha Omega Wealth Management
Virginia
$593K +$7.8K +126 +1%
PWPS
396
Pinnacle Wealth Planning Services
Ohio
$590K +$50.3K +812 +9%
RLWM
397
RF&L Wealth Management
Massachusetts
$582K -$11K -178 -2%
LG
398
LAM Group
Oregon
$579K -$24.5K -395 -4%
RB
399
Renasant Bank
Mississippi
$578K – – –
APWM
400
Argonautica Private Wealth Management
Massachusetts
$576K -$681 -11 -0.1%
14 15
16
17 18