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iShares MSCI EAFE Small-Cap ETF
SCZ

681 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, 198 increasing their positions, 273 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 707 → 681 (-26)

3.78% less ownership

Funds ownership: 74.45% → 70.68% (-3.8%)

7% less capital invested

Capital invested by funds: $7.59B → $7.08B (-$505M)

23% less funds holding in top 10

Funds holding in top 10: 26 → 20 (-6)

27% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 60

27% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 273

45% less call options, than puts

Call options by funds: $798K | Put options by funds: $1.44M

Holders
681
Holders Change
-26
Holders Change %
-3.68%
% of All Funds
9.81%
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
198
Reduced
273
Closed
60
Calls
$798K
Puts
$1.44M
Net Calls
-$646K
Net Calls Change
+$50.7M

Top Buyers

1
Jane Street
Jane Street
New York
+$179M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$48.8M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$45.5M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$25.3M
5
OMC
Old Mission Capital
Illinois
+$13.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$391M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$226M
3
WTB
Washington Trust Bank
Washington
-$86.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$69.9M
5
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
451
Ritholtz Wealth Management
New York
$350K +$1.9K +31 +0.6%
MSAM
452
Moloney Securities Asset Management
Missouri
$344K -$23.4K -383 -7%
AWM
453
AllSquare Wealth Management
New York
$344K – – –
ARC
454
Advisor Resource Council
Texas
$342K +$338K +5,526 New
CFO
455
Collective Family Office
Pennsylvania
$338K -$8.26K -135 -2%
SAI
456
Savvy Advisors Inc
New York
$337K -$116K -1,889 -26%
TSW
457
Thompson Siegel & Walmsley
Virginia
$334K +$8.07K +132 +3%
EWA
458
EP Wealth Advisors
California
$334K -$10.4K -170 -3%
SI
459
Stephens Inc
Arkansas
$333K – – –
PFS
460
Prospera Financial Services
Texas
$328K +$20.2K +330 +7%
Squarepoint
461
Squarepoint
New York
$324K +$312K +5,109 New
SWC
462
Spectrum Wealth Counsel
Indiana
$323K – – –
VFA
463
Valeo Financial Advisors
Indiana
$321K -$48.3K -790 -13%
MF
464
Meridian Financial
Massachusetts
$321K – – –
TCM
465
Tufton Capital Management
Maryland
$317K -$3K -49 -1%
GKIM
466
GW&K Investment Management
Massachusetts
$315K +$245K +4,000 +408%
BFA
467
Beaumont Financial Advisors
Massachusetts
$313K +$33K +540 +12%
PCIA
468
Prime Capital Investment Advisors
Kansas
$313K -$1.16K -19 -0.4%
Susquehanna International Group
469
Susquehanna International Group
Pennsylvania
$313K -$7.09M -115,972 -96%
FFA
470
Farther Finance Advisors
California
$311K +$59.6K +975 +25%
PWS
471
Peloton Wealth Strategists
Indiana
$309K +$122 +2 +0%
KCPG
472
Kavar Capital Partners Group
Kansas
$303K -$317K -5,179 -52%
CCA
473
Cobblestone Capital Advisors
New York
$294K – – –
NA
474
Navellier & Associates
Nevada
$290K -$16.4K -268 -6%
VAG
475
Vannoy Advisory Group
Texas
$288K – – –
17 18
19
20 21

SCZ Hedge Fund Activity: Q1 2024 in Review

681 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q1 2024, worth a combined $7.08B — down 6.7% from $7.59B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SCZ and 44 opened new positions — a net loss of 16 holders — while 273 trimmed existing stakes and 198 added.

The largest buyer was Jane Street, adding an estimated $179M. The largest seller was Morgan Stanley, cutting an estimated $391M.

  • 681 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q1 2024, down from 707 in Q4 2023.
  • Funds reported $7.08B of iShares MSCI EAFE Small-Cap ETF stock for Q1 2024, down 6.7% quarter-over-quarter.
  • 44 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q1 2024 and 60 closed out, a net change of -16 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q1 2024 was Jane Street, an estimated $179M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $391M sold.

Based on aggregated 13F filings for Q1 2024.