SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

606 hedge funds and large institutions have $7.53B invested in iShares MSCI EAFE Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 225 increasing their positions, 179 reducing their positions, and 27 closing their positions.

Holders
606
Holders Change
+87
Holders Change %
+16.76%
% of All Funds
11.97%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.93%
New
125
Increased
225
Reduced
179
Closed
27
Calls
$544K
Puts
$735K
Net Calls
-$191K
Net Calls Change
+$471K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$364M
2
MMI
2
Matson Money Inc
Ohio
$209M
3
Truist Financial
3
Truist Financial
North Carolina
$254M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$265M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$833M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$14.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$79.3M
3
Franklin Resources
3
Franklin Resources
California
$38.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.99M
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$41M +$694K +11,145 +2%
Franklin Resources
27
Franklin Resources
California
$38.5M -$28.7M -460,284 -43%
CG
28
Colony Group
Massachusetts
$35.4M -$4.48M -71,991 -11%
MWM
29
Modera Wealth Management
New Jersey
$35.1M +$164K +2,629 +0.5%
MWM
30
Mission Wealth Management
California
$31.9M +$2.74M +44,042 +9%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$31.6M +$790K +12,690 +3%
MAM
32
Madison Asset Management
Wisconsin
$29.5M +$29.5M +473,896 New
LPL Financial
33
LPL Financial
California
$27.7M +$3.72M +59,707 +16%
UB
34
UMB Bank
Missouri
$25.2M +$1.25M +20,098 +5%
PW
35
Price Wealth
Texas
$24.7M +$1.17M +18,858 +5%
WSFS
36
Wilmington Savings Fund Society
Delaware
$23.6M +$582K +9,339 +3%
BSW
37
Buckingham Strategic Wealth
Missouri
$23.6M -$42.6K -684 -0.2%
AFA
38
American Financial Advisors
Georgia
$23.4M +$1.43M +25,111 +7%
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$23.3M +$22.4M +360,100 +2,554%
SC
40
Stratford Consulting
Texas
$23M -$45.4K -729 -0.2%
FWCM
41
Ferguson Wellman Capital Management
Oregon
$22.2M +$375K +6,029 +2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$22.2M +$1.44M +23,118 +7%
Stifel Financial
43
Stifel Financial
Missouri
$21.4M +$1.49M +23,992 +7%
EIA
44
Edgemoor Investment Advisors
Maryland
$21.1M +$79.5K +1,277 +0.4%
BP
45
Ballentine Partners
Massachusetts
$20.2M +$55.8K +896 +0.3%
MML Investors Services
46
MML Investors Services
Massachusetts
$20.1M -$50.1K -804 -0.2%
PA
47
Pinnacle Associates
New York
$20.1M +$37.2K +598 +0.2%
PL
48
Plancorp LLC
Missouri
$20M +$45.7K +733 +0.2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$19.5M +$7.31M +117,384 +60%
Brown Advisory
50
Brown Advisory
Maryland
$19.5M -$859K -13,788 -4%
1
2
3 4 5