SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

630 hedge funds and large institutions have $8.92B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 274 increasing their positions, 182 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+23
Holders Change %
+3.79%
% of All Funds
11%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
67
Increased
274
Reduced
182
Closed
36
Calls
$594K
Puts
$5.96M
Net Calls
-$5.37M
Net Calls Change
-$315K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$821M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$191M
3
Citadel Advisors
Citadel Advisors
Florida
$57.1M
4
Citigroup
Citigroup
New York
$75.6M
5
KM
Kabouter Management
Illinois
$71.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
2
TF
TIAA FSB
Florida
$868M
3
AssetMark Inc
AssetMark Inc
California
$28K
4
Bank of America
Bank of America
North Carolina
$400M
5
LPL Financial
LPL Financial
California
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
476
Intrua Financial
Texas
$234K – – –
SIC
477
Samalin Investment Counsel
New York
$232K -$88.8K -1,196 -28%
CAL
478
Capital Advisors Ltd
Ohio
$231K +$14.4K +194 +7%
CWM
479
Comprehensive Wealth Management
Washington
$230K +$230K +3,104 New
HNB
480
Huntington National Bank
Ohio
$229K +$229K +3,083 New
EPWM
481
Essex Private Wealth Management
Massachusetts
$228K – – –
HI
482
Harbour Investments
Wisconsin
$227K +$35.3K +477 +18%
UBV
483
United Bank (Virginia)
Virginia
$221K – – –
EDRH
484
Edmond de Rothschild Holding
Switzerland
$221K – – –
MYIA
485
Mount Yale Investment Advisors
Colorado
$218K – – –
SWM
486
Spire Wealth Management
Virginia
$217K +$107K +1,448 +98%
JFG
487
JMG Financial Group
Illinois
$216K +$216K +2,917 New
NSAM
488
North Star Asset Management
Wisconsin
$214K +$214K +2,881 New
NWM
489
Northwest Wealth Management
Iowa
$213K +$4.44K +60 +2%
BPC
490
Banque Pictet & Cie
Switzerland
$210K – – –
IIC
491
Integrated Investment Consultants
Michigan
$210K +$3.85K +52 +2%
AWP
492
Accretive Wealth Partners
New Jersey
$210K +$210K +2,838 New
PAM
493
Palisade Asset Management
Minnesota
$209K – – –
WWM
494
Wolff Wiese Magana
California
$209K +$296 +4 +0.1%
FH
495
FWG Holdings
Florida
$207K +$207K +2,793 New
Lido Advisors
496
Lido Advisors
California
$204K +$204K +2,749 New
FNT
497
First National Trust
Pennsylvania
$204K +$204K +2,757 New
Bank of Nova Scotia
498
Bank of Nova Scotia
Ontario, Canada
$202K -$6.53K -88 -3%
TFM
499
TFC Financial Management
Massachusetts
$202K +$18.9K +255 +10%
CAPTRUST Financial Advisors
500
CAPTRUST Financial Advisors
North Carolina
$202K +$54.1K +729 +37%
18 19
20
21 22