SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

459 hedge funds and large institutions have $6.97B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 188 increasing their positions, 97 reducing their positions, and 25 closing their positions.

Holders
459
Holders Change
+82
Holders Change %
+21.75%
% of All Funds
10.42%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.93%
New
109
Increased
188
Reduced
97
Closed
25
Calls
$600K
Puts
$1.12M
Net Calls
-$522K
Net Calls Change
+$190K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$529M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$126M
3
Jane Street
3
Jane Street
New York
$29.9M
4
Bank of America
4
Bank of America
North Carolina
$209M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$704M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BAAM
2
Baker Avenue Asset Management
California
$11.4M
3
AA
3
ALPS Advisors
Colorado
$0
4
PFA
4
Pure Financial Advisors
California
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
LWCFA
401
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K 500 – –
WB
402
Webster Bank
Connecticut
$32K 500 – –
Barclays
403
Barclays
United Kingdom
$31K 479 -70 -13%
WTB
404
Washington Trust Bank
Washington
$30K 470 -400 -46%
VCM
405
Virtue Capital Management
Tennessee
$30K 460 +460 New
TFA
406
Toth Financial Advisory
Virginia
$30K 470 +470 New
CBT
407
Capital Bank & Trust
California
$28K 427 +427 New
IBOK
408
Independence Bank of Kentucky
Kentucky
$28K 436 +436 New
PFGIA
409
Patriot Financial Group Insurance Agency
Massachusetts
$27K 400 – –
VIA
410
Vantage Investment Advisors
Pennsylvania
$27K 413 – –
SHJ
411
Sharkey, Howes & Javer
Colorado
$26K 400 – –
CA
412
Crewe Advisors
Utah
$26K 403 +403 New
EWM
413
Evercore Wealth Management
New York
$23K 352 – –
IWM
414
IHT Wealth Management
Illinois
$22K 340 +2 +0.6%
CWM
415
Cranbrook Wealth Management
Michigan
$21K 328 – –
PMFA
416
Plante Moran Financial Advisors
Michigan
$21K 330 – –
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$21K 320 +16 +5%
CTC
418
Central Trust Company
Missouri
$20K 316 +20 +7%
FANJ
419
Financial Architects (New Jersey)
New Jersey
$19K 300 – –
CIBC Private Wealth Group
420
CIBC Private Wealth Group
Georgia
$18K 273 +273 New
BTIS
421
BB&T Investment Services
North Carolina
$17K 270 +270 New
WEC
422
Winslow Evans & Crocker
Massachusetts
$16.8K 260 +260 New
HWP
423
Hefty Wealth Partners
Indiana
$16K 245 -17,782 -99%
MFW
424
Mosaic Family Wealth
Missouri
$15K 230 – –
QAM
425
QCI Asset Management
New York
$15K 239 +239 New
15 16
17
18 19