SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

721 hedge funds and large institutions have $11.1B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 313 increasing their positions, 162 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+75
Holders Change %
+11.61%
% of All Funds
11.14%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
0.6%
New
139
Increased
313
Reduced
162
Closed
53
Calls
$527K
Puts
$8.76M
Net Calls
-$8.24M
Net Calls Change
-$541K

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$137M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$105M
3
KM
Kabouter Management
Illinois
+$76.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$46.1M
5
Creative Planning
Creative Planning
Kansas
+$32.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$185M
2
APF
Alaska Permanent Fund
Alaska
-$58.9M
3
State Street
State Street
Massachusetts
-$42.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$12.7M
5
Franklin Resources
Franklin Resources
California
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPP
426
Whalerock Point Partners
Rhode Island
$490K – – –
RJT
427
Raymond James Trust
Florida
$486K -$76K -1,041 -14%
BWIA
428
Bryant Woods Investment Advisors
New York
$484K +$484K +6,664 New
MW
429
Marcum Wealth
Ohio
$483K +$9.28K +127 +2%
FG
430
Foster Group
Iowa
$479K -$26.4K -362 -5%
W
431
WorthPointe
California
$479K +$479K +6,459 New
ECG
432
Edge Capital Group
Georgia
$475K +$1.61K +22 +0.3%
SF
433
Summit Financial
New Jersey
$473K +$6.44K +88 +1%
TCM
434
Tufton Capital Management
Maryland
$471K -$2.48K -34 -0.5%
SB
435
Strategic Blueprint
Georgia
$464K +$4.38K +60 +1%
CMP
436
Courage Miller Partners
Virginia
$462K +$15.7K +215 +4%
VAS
437
Vestmark Advisory Solutions
Massachusetts
$462K +$195K +2,667 +73%
CWM
438
Comprehensive Wealth Management
Washington
$458K +$86K +1,176 +23%
WI
439
WrapManager Inc
California
$450K -$102K -1,390 -18%
CS
440
Credit Suisse
Switzerland
$448K -$186K -2,541 -29%
HF
441
HRT Financial
New York
$445K +$445K +6,095 New
Financial Engines Advisors
442
Financial Engines Advisors
California
$444K +$3.44K +47 +0.8%
Victory Capital Management
443
Victory Capital Management
Texas
$440K -$8.52M -116,632 -95%
AFP
444
Ausdal Financial Partners
Iowa
$440K -$14.5K -198 -3%
OIA
445
OneDigital Investment Advisors
Kansas
$438K +$6.66K +91 +2%
JSW
446
Journey Strategic Wealth
New Jersey
$438K +$438K +5,996 New
LA
447
Latitude Advisors
Florida
$436K +$53.9K +737 +14%
PFM
448
Peak Financial Management
Massachusetts
$434K +$39.6K +542 +10%
MSAM
449
Moloney Securities Asset Management
Missouri
$431K +$7.17K +98 +2%
KCPG
450
Kavar Capital Partners Group
Kansas
$430K +$73 +1 +0%
16 17
18
19 20