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iShares MSCI EAFE Small-Cap ETF
SCZ

683 hedge funds and large institutions have $8.24B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 196 increasing their positions, 262 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 51

35% more funds holding in top 10

Funds holding in top 10: 23 → 31 (+8)

29% more capital invested

Capital invested by funds: $6.39B → $8.24B (+$1.85B)

8% more funds holding

Funds holding: 631 → 683 (+52)

2.57% more ownership

Funds ownership: 70.96% → 73.52% (+2.6%)

25% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 262

96% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $77.1M

Holders
683
Holders Change
+52
Holders Change %
+8.24%
% of All Funds
10.98%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.5%
New
119
Increased
196
Reduced
262
Closed
51
Calls
$2.94M
Puts
$77.1M
Net Calls
-$74.2M
Net Calls Change
-$72M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$262M
2
Morgan Stanley
Morgan Stanley
New York
+$102M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$89.9M
4
Goldman Sachs
Goldman Sachs
New York
+$72.8M
5
KM
Kabouter Management
Illinois
+$40.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$124M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$66.3M
3
N
Nuveen
North Carolina
-$39.2M
4
AWM
AE Wealth Management
Kansas
-$31.3M
5
Truist Financial
Truist Financial
North Carolina
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$41.7M +$4.52M +84,232 +13%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$41.4M -$2.31M -43,075 -6%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$40.7M +$52.1K +970 +0.1%
HighTower Advisors
29
HighTower Advisors
Illinois
$39.1M +$464K +8,650 +1%
WSFS
30
Wilmington Savings Fund Society
Delaware
$38.9M -$1.66M -30,992 -4%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$38.2M -$13.4M -249,422 -27%
Corient Private Wealth
32
Corient Private Wealth
Florida
$38.1M +$36.2M +674,891 New
JP Morgan Chase
33
JP Morgan Chase
New York
$35.7M +$5.64M +105,050 +20%
HHGA
34
Halbert Hargrove Global Advisors
California
$33.5M -$90.8K -1,691 -0.3%
Truist Financial
35
Truist Financial
North Carolina
$33M -$21.1M -392,231 -40%
Franklin Resources
36
Franklin Resources
California
$30.9M -$1.25M -23,285 -4%
OCM
37
One Capital Management
California
$30.1M +$2.21M +41,260 +8%
BSW
38
Buckingham Strategic Wealth
Missouri
$28.3M -$114K -2,130 -0.4%
LPL Financial
39
LPL Financial
California
$28.2M +$233K +4,345 +0.9%
EH
40
Equitable Holdings
New York
$27.2M +$1.02M +18,953 +4%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$26.6M +$2.74M +50,975 +13%
AAS
42
Avantax Advisory Services
Texas
$26.1M +$2.4M +44,653 +11%
Wells Fargo
43
Wells Fargo
California
$26M -$3.57M -66,464 -13%
LSAG
44
Lake Street Advisors Group
New Hampshire
$26M +$15.7M +293,114 +175%
State of Tennessee, Department of Treasury
45
State of Tennessee, Department of Treasury
Tennessee
$25.9M +$1.05M +19,612 +4%
AFA
46
American Financial Advisors
Georgia
$25.4M -$660K -12,302 -3%
CCWM
47
Cassaday & Co Wealth Management
Virginia
$24.4M +$23.2M +431,429 New
PL
48
Plancorp LLC
Missouri
$24.2M +$1.21M +22,629 +6%
PFO
49
Pathstone Family Office
New Jersey
$22.7M +$3.32M +61,780 +18%
Barclays
50
Barclays
United Kingdom
$21.7M +$2.09M +38,869 +11%
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SCZ Hedge Fund Activity: Q4 2022 in Review

683 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2022, worth a combined $8.24B — up 29% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SCZ positions and 51 closed out — a net gain of 68 holders — while 196 added to existing stakes and 262 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $262M. The largest seller was BlackRock, cutting an estimated $124M.

  • 683 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2022, up from 631 in Q3 2022.
  • Funds reported $8.24B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 119 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2022 and 51 closed out, a net change of +68 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2022 was Jones Financial Companies, an estimated $262M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2022 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2022.