SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

667 hedge funds and large institutions have $7.74B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 245 increasing their positions, 255 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
-12
Holders Change %
-1.77%
% of All Funds
10.52%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.39%
New
48
Increased
245
Reduced
255
Closed
55
Calls
$2.71M
Puts
$2.13M
Net Calls
+$584K
Net Calls Change
+$768K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$40M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$28.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$16.9M
4
KM
Kabouter Management
Illinois
+$15.5M
5
CCM
Coldstream Capital Management
Washington
+$9.24M

Top Sellers

1
TF
TIAA FSB
Florida
-$212M
2
Jane Street
Jane Street
New York
-$42.2M
3
AIA
Angeles Investment Advisors
California
-$30.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$30.2M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
501
Hollencrest Capital Management
California
$208K – – –
T
502
TrueFG
Texas
$207K +$1.53K +26 +0.7%
FVWA
503
Foster Victor Wealth Advisors
South Carolina
$206K – – –
OGF
504
Orin Green Financial
California
$205K – – –
QCIG
505
Quad-Cities Investment Group
Iowa
$204K -$7.73K -131 -4%
ACM
506
Advisors Capital Management
New Jersey
$202K +$3.06K +52 +2%
WRPWM
507
Werba Rubin Papier Wealth Management
California
$201K – – –
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$200K +$35.8K +606 +22%
TFM
509
TFC Financial Management
Massachusetts
$200K -$13.9K -235 -6%
IWP
510
Icon Wealth Partners
Texas
$198K – – –
GIA
511
GHP Investment Advisors
Colorado
$170K – – –
RTL
512
Red Tortoise LLC
Georgia
$169K +$236 +4 +0.1%
CIA
513
Choate Investment Advisors
Massachusetts
$161K +$136K +2,300 +537%
SWM
514
Spire Wealth Management
Virginia
$157K +$5.9K +100 +4%
IA
515
IFP Advisors
Florida
$154K -$35.3K -598 -19%
AFS
516
Annapolis Financial Services
Maryland
$149K – – –
CIR
517
Clear Investment Research
Georgia
$146K +$10.6K +179 +8%
AAP
518
Arax Advisory Partners
Colorado
$143K +$2.24K +38 +2%
FWM
519
Focused Wealth Management
New York
$143K – – –
TPCW
520
TD Private Client Wealth
New York
$140K +$137K +2,323 +4,383%
S
521
SignatureFD
Georgia
$137K -$12.9K -218 -9%
SIC
522
SJS Investment Consulting
Ohio
$129K – – –
PFM
523
Phillips Financial Management
Indiana
$126K – – –
SMA
524
Sage Mountain Advisors
Georgia
$125K – – –
JFG
525
JDM Financial Group
Texas
$123K +$1.18K +20 +1%
19 20
21
22 23