SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

680 hedge funds and large institutions have $7.08B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 196 increasing their positions, 274 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-26
Holders Change %
-3.68%
% of All Funds
9.86%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
44
Increased
196
Reduced
274
Closed
60
Calls
$798K
Puts
$1.44M
Net Calls
-$646K
Net Calls Change
+$50.7M

Top Buyers

1
Jane Street
Jane Street
New York
+$186M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$50.5M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$47.1M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$26.2M
5
OMC
Old Mission Capital
Illinois
+$14M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$404M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$234M
3
WTB
Washington Trust Bank
Washington
-$89.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$72.4M
5
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$54.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
401
Prudential plc
United Kingdom
$539K -$379K -5,990 -41%
Walleye Capital
402
Walleye Capital
New York
$539K +$539K +8,508 New
RPSA
403
Richard P. Slaughter Associates
Texas
$538K -$16.5K -260 -3%
FHA
404
First Horizon Advisors
Tennessee
$537K -$37.8K -597 -7%
NL
405
NWAM LLC
Washington
$534K -$129K -2,041 -19%
VIM
406
Vista Investment Management
Pennsylvania
$526K -$23.5K -371 -4%
JIC
407
Johnson Investment Counsel
Ohio
$523K -$140K -2,210 -21%
KPWG
408
KFA Private Wealth Group
Virginia
$514K -$4.12K -65 -0.8%
Tudor Investment Corp
409
Tudor Investment Corp
Connecticut
$499K +$499K +7,882 New
SF
410
Synovus Financial
Georgia
$492K +$81.6K +1,289 +20%
KWM
411
Kingsview Wealth Management
Oregon
$483K +$10.1K +159 +2%
WCF
412
West Coast Financial
California
$481K – – –
CWA
413
Cornerstone Wealth Advisors
Minnesota
$478K -$53.5K -845 -10%
JFG
414
JMG Financial Group
Illinois
$475K – – –
PA
415
Parallel Advisors
California
$474K – – –
OCM
416
Objective Capital Management
Ohio
$473K -$47.2K -746 -9%
PGFC
417
Peapack-Gladstone Financial Corp
New Jersey
$473K – – –
HL
418
HeadInvest LLC
Maine
$471K – – –
SPC
419
Sigma Planning Corp
Michigan
$469K +$212K +3,354 +83%
HNB
420
Huntington National Bank
Ohio
$467K -$436K – –
BHWM
421
Beaird Harris Wealth Management
Texas
$465K -$2.66K -42 -0.6%
MFT
422
Moisand Fitzgerald Tamayo
Florida
$459K -$1.01K -16 -0.2%
SF
423
Summit Financial
New Jersey
$452K -$13.3K -210 -3%
WPC
424
Wedmont Private Capital
Pennsylvania
$451K – – –
CIC
425
Cutler Investment Counsel
Oregon
$450K +$104K +1,637 +30%
15 16
17
18 19