SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

646 hedge funds and large institutions have $10.9B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 247 increasing their positions, 203 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+16
Holders Change %
+2.54%
% of All Funds
11.35%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.67%
New
58
Increased
247
Reduced
203
Closed
34
Calls
$938K
Puts
$8.63M
Net Calls
-$7.7M
Net Calls Change
-$2.33M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.63B
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$392M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$946M
4
APF
Alaska Permanent Fund
Alaska
$58.9M
5
BlackRock
BlackRock
New York
$241M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$96.2M
2
KM
Kabouter Management
Illinois
$6.59M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
EWA
Exencial Wealth Advisors
Oklahoma
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
476
Concourse Financial Group Securities
Alabama
$247K +$196K +2,625 +381%
IF
477
Intrua Financial
Texas
$244K +$12.7K +167 +5%
TWA
478
TCI Wealth Advisors
Arizona
$243K +$114K +1,528 +88%
WCWM
479
Willow Creek Wealth Management
California
$236K – – –
CCM
480
Colorado Capital Management
Colorado
$236K – – –
LFA
481
Legacy Financial Advisors
Kentucky
$233K +$233K +3,135 New
SWM
482
Spire Wealth Management
Virginia
$231K +$12.8K +172 +6%
TFM
483
TFC Financial Management
Massachusetts
$231K +$27.9K +375 +14%
AWM
484
Altium Wealth Management
New York
$230K -$40.3K -542 -15%
Wolverine Trading
485
Wolverine Trading
Illinois
$229K -$54.2K -728 -19%
SBL
486
Sargent Bickham Lagudis
Colorado
$226K +$40.9K +550 +22%
CW
487
CreativeOne Wealth
Kansas
$225K -$1.04M -13,994 -82%
BOS
488
Bingham Osborn & Scarborough
California
$222K -$17.9K -240 -7%
EDRH
489
Edmond de Rothschild Holding
Switzerland
$222K – – –
UBV
490
United Bank (Virginia)
Virginia
$221K – – –
ACM
491
Alamar Capital Management
California
$221K +$221K +2,971 New
KWM
492
Kingsview Wealth Management
Oregon
$218K -$27.7K -371 -11%
AWP
493
Accretive Wealth Partners
New Jersey
$212K +$744 +10 +0.4%
S
494
SignatureFD
Georgia
$212K +$20K +270 +10%
GIA
495
GHP Investment Advisors
Colorado
$212K +$212K +2,850 New
BPC
496
Banque Pictet & Cie
Switzerland
$211K – – –
PAM
497
Palisade Asset Management
Minnesota
$210K – – –
PCA
498
Pallas Capital Advisors
Massachusetts
$210K +$210K +2,719 New
CAG
499
Csenge Advisory Group
Florida
$208K +$208K +2,782 New
FWP
500
FAS Wealth Partners
Kansas
$207K -$87.8K -1,178 -30%
18 19
20
21 22