SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

698 hedge funds and large institutions have $5.92B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+10
Holders Change %
+1.45%
% of All Funds
9.29%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
88
Increased
262
Reduced
228
Closed
63
Calls
$656K
Puts
$286K
Net Calls
+$370K
Net Calls Change
-$110K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$203M
2
Citigroup
2
Citigroup
New York
$88.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$218M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$55M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$590M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$95.4M
3
Mariner
3
Mariner
Kansas
$9.07M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$31.8M
5
Creative Planning
5
Creative Planning
Kansas
$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
451
Collective Family Office
Pennsylvania
$313K – – –
MF
452
Meridian Financial
Massachusetts
$308K +$122 +2 +0%
ULWM
453
Upper Left Wealth Management
Florida
$305K +$305K +5,024 New
CM
454
Columbus Macro
Pennsylvania
$304K +$47.9K +789 +19%
GKIM
455
GW&K Investment Management
Massachusetts
$303K – – –
RWA
456
River Wealth Advisors
Pennsylvania
$301K -$12K -197 -4%
BFA
457
Beaumont Financial Advisors
Massachusetts
$299K -$27.5K -452 -8%
FIB
458
First Interstate Bank
Montana
$298K +$8.02K +132 +3%
RA
459
Rockingstone Advisors
Massachusetts
$294K +$65.3K +1,075 +29%
NW
460
NewEdge Wealth
Pennsylvania
$293K -$47.2K -777 -14%
WS
461
Wedbush Securities
California
$291K +$14.2K +233 +5%
KCPG
462
Kavar Capital Partners Group
Kansas
$290K +$61 +1 +0%
AP
463
Aspect Partners
Virginia
$287K -$32.4K -533 -10%
CCA
464
Cobblestone Capital Advisors
New York
$282K – – –
AGWCA
465
Annis Gardner Whiting Capital Advisors
Florida
$282K +$282K +4,637 New
VAG
466
Vannoy Advisory Group
Texas
$276K – – –
Walleye Capital
467
Walleye Capital
New York
$275K +$275K +4,533 New
IA
468
IFP Advisors
Florida
$274K +$33.8K +556 +14%
HWM
469
HB Wealth Management
Georgia
$274K +$34.9K +574 +15%
MWM
470
Modern Wealth Management
Kansas
$272K -$172K -2,839 -39%
PCG
471
Prosperity Consulting Group
Maryland
$272K -$101K -1,657 -27%
GS
472
GTS Securities
New York
$269K +$269K +4,435 New
USCWA
473
U.S. Capital Wealth Advisors
Texas
$267K -$148K -2,430 -36%
RWM
474
Ritholtz Wealth Management
New York
$267K +$1.22K +20 +0.5%
KPWG
475
KFA Private Wealth Group
Virginia
$266K +$16K +263 +6%
17 18
19
20 21