SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

706 hedge funds and large institutions have $7.59B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 216 increasing their positions, 262 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+56
Holders Change %
+8.62%
% of All Funds
10.35%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
113
Increased
216
Reduced
262
Closed
47
Calls
$365K
Puts
$51.8M
Net Calls
-$51.4M
Net Calls Change
-$51.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$268M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$45.2M
3
CCWM
Cassaday & Co Wealth Management
Virginia
+$44.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42M
5
Jane Street
Jane Street
New York
+$31.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$940M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$40.6M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$34.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$32.8M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
476
Peloton Wealth Strategists
Indiana
$302K +$302K +4,871 New
NA
477
Navellier & Associates
Nevada
$300K +$300K +4,846 New
PFS
478
Prospera Financial Services
Texas
$299K +$12.9K +208 +4%
BFPW
479
BOK Financial Private Wealth
Colorado
$295K – – –
CCA
480
Cobblestone Capital Advisors
New York
$288K – – –
USWIA
481
UP Strategic Wealth Investment Advisors
Pennsylvania
$285K +$285K +4,610 New
VAG
482
Vannoy Advisory Group
Texas
$281K +$281K +4,541 New
ECM
483
Evergreen Capital Management
Washington
$277K +$310 +5 +0.1%
BFA
484
Beaumont Financial Advisors
Massachusetts
$273K -$9.29K -150 -3%
BFG
485
Berger Financial Group
Minnesota
$270K -$26.9K -435 -9%
FG
486
Foster Group
Iowa
$267K – – –
CFP
487
Catalyst Financial Partners
Massachusetts
$266K -$47.9K -774 -15%
IBOK
488
Independence Bank of Kentucky
Kentucky
$262K – – –
CM
489
Columbus Macro
Pennsylvania
$262K -$50K -818 -16%
SSW
490
Stone Summit Wealth
Florida
$261K – – –
LL
491
LPWM LLC
Minnesota
$261K +$9.56K +158 +4%
CGA
492
Crescent Grove Advisors
Illinois
$260K +$260K +4,205 New
FRA
493
Frank Rimerman Advisors
California
$259K – – –
NL
494
Navalign LLC
California
$256K +$256K +4,135 New
GGS
495
Galvin Gaustad & Stein
Arizona
$255K -$224K -3,615 -47%
AllianceBernstein
496
AllianceBernstein
Tennessee
$255K -$2.64M -42,687 -91%
T
497
TrueFG
Texas
$253K +$7.99K +129 +3%
NWM
498
Northwest Wealth Management
Iowa
$251K +$251K +4,060 New
SPC
499
Sigma Planning Corp
Michigan
$250K -$215K -3,478 -46%
FFN
500
Focus Financial Network
Minnesota
$249K -$18.1K -292 -7%
18 19
20
21 22