SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

698 hedge funds and large institutions have $5.92B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+10
Holders Change %
+1.45%
% of All Funds
9.3%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
88
Increased
262
Reduced
228
Closed
63
Calls
$656K
Puts
$286K
Net Calls
+$370K
Net Calls Change
-$110K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$203M
2
Citigroup
2
Citigroup
New York
$88.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$218M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$55M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$590M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$95.4M
3
Mariner
3
Mariner
Kansas
$9.07M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$31.8M
5
Creative Planning
5
Creative Planning
Kansas
$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
501
Peloton Wealth Strategists
Indiana
$226K +$3.65K +60 +2%
KFI
502
Key Financial Inc
Pennsylvania
$226K +$36K +593 +19%
BFG
503
Berger Financial Group
Minnesota
$225K -$14.1K -232 -6%
WWM
504
Western Wealth Management
Colorado
$222K -$11K -181 -5%
QWM
505
Quadcap Wealth Management
Texas
$222K -$36.6K -602 -14%
CNBT
506
Canandaigua National Bank & Trust
New York
$221K – – –
AFO
507
Aurelius Family Office
New Hampshire
$217K +$217K +3,574 New
FVWA
508
Foster Victor Wealth Advisors
South Carolina
$217K -$17.6K -289 -8%
USWIA
509
UP Strategic Wealth Investment Advisors
Pennsylvania
$217K -$93.8K -1,544 -30%
VA
510
Valmark Advisers
Ohio
$214K -$33.1K -545 -13%
WRPWM
511
Werba Rubin Papier Wealth Management
California
$213K +$547 +9 +0.3%
GT
512
Greenleaf Trust
Michigan
$212K +$212K +3,486 New
OGF
513
Orin Green Financial
California
$211K -$236K -3,479 Closed
PS
514
Pinney & Scofield
Massachusetts
$211K +$211K +3,471 New
MBT
515
Montecito Bank & Trust
California
$210K – – –
NRI
516
NFP Retirement Inc
California
$209K +$3.83K +63 +2%
UCFA
517
United Capital Financial Advisors
Texas
$208K -$48.8K -804 -19%
BAM
518
Belpointe Asset Management
Nevada
$207K -$100K -1,519 -33%
ATPW
519
Ashton Thomas Private Wealth
Arizona
$205K +$205K +3,381 New
DWM
520
Diversify Wealth Management
Utah
$204K -$5.34K -90 -3%
FOFP
521
Fee-Only Financial Planning
South Carolina
$204K – – –
FFA
522
Frazier Financial Advisors
Ohio
$200K +$913 +15 +0.5%
CCM
523
Colorado Capital Management
Colorado
$183K – – –
S
524
SignatureFD
Georgia
$181K +$2.19K +36 +1%
RTL
525
Red Tortoise LLC
Georgia
$179K +$1.64K +27 +0.9%
19 20
21
22 23