SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

688 hedge funds and large institutions have $6.5B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 171 increasing their positions, 274 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+32
Holders Change %
+4.88%
% of All Funds
9.95%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
79
Increased
171
Reduced
274
Closed
36
Calls
$927K
Puts
$447K
Net Calls
+$480K
Net Calls Change
+$6.28M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$88.6M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$598M
3
AIMCA
3
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.3M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$884M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$46.5M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$131M
2
MMI
2
Matson Money Inc
Ohio
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$251M
4
Goldman Sachs
4
Goldman Sachs
New York
$220M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$45.3M -$2.04M -30,134 -4%
Corient Private Wealth
27
Corient Private Wealth
Florida
$45.3M +$766K +11,320 +2%
OCM
28
One Capital Management
California
$44.3M +$1.37M +20,166 +3%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$40.1M +$125K +1,846 +0.3%
LPL Financial
30
LPL Financial
California
$39.4M -$292K -4,319 -0.7%
WSFS
31
Wilmington Savings Fund Society
Delaware
$38.7M -$2.09M -30,919 -5%
AIMCA
32
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.3M +$31.7M +468,740 +487%
MGIA
33
Moneta Group Investment Advisors
Missouri
$32.1M -$387K -5,718 -1%
HHGA
34
Halbert Hargrove Global Advisors
California
$31.4M -$5.07M -74,860 -14%
Franklin Resources
35
Franklin Resources
California
$30.4M -$9.23M -140,132 -23%
PL
36
Plancorp LLC
Missouri
$30.2M +$1.6M +23,704 +6%
BP
37
Ballentine Partners
Massachusetts
$29.9M -$1.34M -19,802 -4%
BAAM
38
Baker Avenue Asset Management
California
$29.1M +$350K +5,175 +1%
CL
39
Choreo LLC
Illinois
$27.4M +$195K +2,896 +0.7%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.5M +$2.94M +43,423 +12%
Mariner
41
Mariner
Kansas
$25.6M +$15.1M +222,792 +144%
MCCA
42
Mill Creek Capital Advisors
Pennsylvania
$23.4M -$1.32M -19,510 -5%
ABTD
43
Arvest Bank Trust Division
Oklahoma
$22.6M +$22.6M +334,072 New
Wells Fargo
44
Wells Fargo
California
$22.1M -$7.93M -117,182 -26%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$21.2M +$439K +6,489 +2%
BAMG
46
Brand Asset Management Group
Missouri
$20.9M +$130K +1,927 +0.6%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$20.1M +$420K +6,208 +2%
QCG
48
Quadrant Capital Group
Ohio
$19.9M -$408K -6,025 -2%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$19.8M +$109K +1,608 +0.6%
BMC
50
Bear Mountain Capital
Washington
$19.3M +$178K +2,714 +0.9%
1
2
3 4 5