SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

680 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, 196 increasing their positions, 274 reducing their positions, and 60 closing their positions.

Holders
680
Holders Change
-26
Holders Change %
-3.68%
% of All Funds
9.86%
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
196
Reduced
274
Closed
60
Calls
$798K
Puts
$1.44M
Net Calls
-$646K
Net Calls Change
+$50.7M

Top Buyers

1
Jane Street
1
Jane Street
New York
$254M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$316M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$457M
4
WSFS
4
Wilmington Savings Fund Society
Delaware
$38.7M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$981M
3
WTB
3
Washington Trust Bank
Washington
$6.39M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$210M
5
MCCA
5
Mill Creek Capital Advisors
Pennsylvania
$21.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$39.5M 623,300 +123,991 +25%
CCM
27
Coldstream Capital Management
Washington
$39.5M 622,938 +55,680 +10%
LSAG
28
Lake Street Advisors Group
New Hampshire
$39.1M 617,513 -165,445 -21%
WSFS
29
Wilmington Savings Fund Society
Delaware
$38.7M 610,465 +610,465 New
HHGA
30
Halbert Hargrove Global Advisors
California
$38.4M 606,034 -17,207 -3%
Franklin Resources
31
Franklin Resources
California
$36.5M 575,660 +31,615 +6%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$36M 567,813 -11,390 -2%
AAS
33
Avantax Advisory Services
Texas
$35.7M 564,086 +34,584 +7%
LPL Financial
34
LPL Financial
California
$33.1M 523,373 -2,453 -0.5%
BSW
35
Buckingham Strategic Wealth
Missouri
$31M 489,583 -997 -0.2%
BP
36
Ballentine Partners
Massachusetts
$30.6M 483,585 -86,643 -15%
MGIA
37
Moneta Group Investment Advisors
Missouri
$30.4M 479,448 +67,101 +16%
Wells Fargo
38
Wells Fargo
California
$28.4M 448,619 +49,309 +12%
PL
39
Plancorp LLC
Missouri
$26.8M 422,739 +817 +0.2%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$26.3M 415,778 +151,150 +57%
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.2M 413,798 +413,798 New
BAAM
42
Baker Avenue Asset Management
California
$26.1M 412,881 +14,689 +4%
Truist Financial
43
Truist Financial
North Carolina
$25.7M 406,218 -32,076 -7%
CL
44
Choreo LLC
Illinois
$24.9M 393,356 -29,258 -7%
EH
45
Equitable Holdings
New York
$22.8M 359,298 -45,377 -11%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$22M 348,032 +92,063 +36%
MCCA
47
Mill Creek Capital Advisors
Pennsylvania
$21.7M 342,635 -863,077 -72%
SWM
48
Shakespeare Wealth Management
Wisconsin
$21.7M 342,491 +16,493 +5%
OMC
49
Old Mission Capital
Illinois
$21.2M 334,651 +220,824 +194%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.4M 306,466 +25,207 +9%
1
2
3 4 5