SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

679 hedge funds and large institutions have $8.14B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
10.87%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.48%
New
64
Increased
214
Reduced
271
Closed
52
Calls
$2.83M
Puts
$3.01M
Net Calls
-$184K
Net Calls Change
+$74M

Top Buyers

1
Jane Street
1
Jane Street
New York
$54.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$221M
3
AIA
3
Angeles Investment Advisors
California
$30.8M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$260M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$37.8M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$0
2
KM
2
Kabouter Management
Illinois
$57M
3
TF
3
TIAA FSB
Florida
$467M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$355M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
501
Linscomb Wealth
Texas
$215K -$31.2K -524 -13%
IDA
502
Intelligence Driven Advisers
California
$214K +$214K +3,632 New
BFO
503
Boston Family Office
Massachusetts
$214K – – –
QCIG
504
Quad-Cities Investment Group
Iowa
$214K -$11.5K -194 -5%
KF
505
Krilogy Financial
Missouri
$213K -$56.4K -947 -21%
AIP
506
Almanack Investment Partners
Pennsylvania
$213K -$362K -6,081 -63%
FVWA
507
Foster Victor Wealth Advisors
South Carolina
$211K -$5.76K -96 -3%
HCA
508
Harbour Capital Advisors
Virginia
$211K +$211K +3,524 New
EP
509
Edgestream Partners
New Jersey
$210K +$210K +3,532 New
HCM
510
Hollencrest Capital Management
California
$210K – – –
IA
511
IFP Advisors
Florida
$209K -$316K -4,826 -60%
T
512
TrueFG
Texas
$207K -$6.84K -115 -3%
OGF
513
Orin Green Financial
California
$207K -$112K -1,876 -35%
CPRC
514
Consolidated Portfolio Review Corp
New York
$203K +$203K +3,410 New
WRPWM
515
Werba Rubin Papier Wealth Management
California
$203K +$203K +3,408 New
ACM
516
Advisors Capital Management
New Jersey
$201K +$201K +3,381 New
PCIA
517
Prime Capital Investment Advisors
Kansas
$201K -$12.7K -213 -6%
IWP
518
Icon Wealth Partners
Texas
$200K +$200K +3,362 New
PCM
519
Pointe Capital Management
Michigan
$172K +$172K +2,895 New
RTL
520
Red Tortoise LLC
Georgia
$171K – – –
GIA
521
GHP Investment Advisors
Colorado
$170K – – –
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$166K -$222K -3,726 -57%
SWM
523
Spire Wealth Management
Virginia
$153K -$2.26K -38 -1%
S
524
SignatureFD
Georgia
$151K +$12.3K +207 +9%
AFS
525
Annapolis Financial Services
Maryland
$150K – – –
19 20
21
22 23