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iShares MSCI EAFE Small-Cap ETF
SCZ

570 hedge funds and large institutions have $7.4B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 211 increasing their positions, 187 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $6.32B → $7.4B (+$1.09B)

13% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 187

13% more funds holding

Funds holding: 506 → 570 (+64)

6% more funds holding in top 10

Funds holding in top 10: 33 → 35 (+2)

1.66% less ownership

Funds ownership: 68.41% → 66.75% (-1.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.58M

Holders
570
Holders Change
+64
Holders Change %
+12.65%
% of All Funds
10.09%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.62%
New
108
Increased
211
Reduced
187
Closed
34
Calls
–
Puts
$3.58M
Net Calls
-$3.58M
Net Calls Change
-$2.19M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$163M
2
TF
TIAA FSB
Florida
+$81.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$75.4M
4
Citigroup
Citigroup
New York
+$16.1M
5
Goldman Sachs
Goldman Sachs
New York
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$196M
2
BlackRock
BlackRock
New York
-$63.6M
3
AC
Allstate Corporation
Illinois
-$23.6M
4
Jane Street
Jane Street
New York
-$21.8M
5
Franklin Resources
Franklin Resources
California
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
551
American National Bank & Trust
Texas
$3K – – –
FCA
552
FinTrust Capital Advisors
South Carolina
$3K – – –
GWMIA
553
Global Wealth Management Investment Advisory
Florida
$3K – – –
TAM
554
Townsend Asset Management
North Carolina
$3K +$63 +1 +3%
BA
555
Ballast Advisors
Minnesota
$3K +$2.9K +46 New
WFI
556
West Family Investments
California
$2.06K +$1.91M +30,200 New
BW
557
Bison Wealth
Georgia
$2K – – –
CB
558
Community Bank
New York
$2K – – –
IAS
559
IMA Advisory Services
Colorado
$2K – – –
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.58K +25 New
PP
561
Pacifica Partners
Canada
$2K +$2.27K +36 New
GG
562
Gleason Group
Kentucky
$1K – – –
HGWM
563
Harvest Group Wealth Management
Massachusetts
$1K – – –
JAWM
564
J. Arnold Wealth Management
Ohio
$1K – – –
AWM
565
Accel Wealth Management
Iowa
$1K +$1.01K +16 New
AWG
566
Altus Wealth Group
Colorado
$1K +$1.26K +20 New
MCC
567
Money Concepts Capital
Florida
$1K +$1.26K +20 New
WIM
568
Westside Investment Management
California
$2 – – –
Qube Research & Technologies (QRT)
569
Qube Research & Technologies (QRT)
United Kingdom
– -$7.01M -118,903 Closed
QIM
570
Quantitative Investment Management
Virginia
– -$2.01M -34,151 Closed
CCFM
571
Clear Creek Financial Management
Washington
– -$2M -33,902 Closed
Renaissance Technologies
572
Renaissance Technologies
New York
– -$1.86M -31,500 Closed
VFP
573
Verus Financial Partners
Virginia
– -$1.22M -20,720 Closed
AI
574
Atria Investments
North Carolina
– -$1.01M -17,055 Closed
FEM
575
Fulcrum Equity Management
Texas
– -$514K -8,721 Closed
21 22
23
24 25

SCZ Hedge Fund Activity: Q4 2020 in Review

570 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2020, worth a combined $7.4B — up 17% from $6.32B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new SCZ positions and 34 closed out — a net gain of 74 holders — while 211 added to existing stakes and 187 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $163M. The largest seller was Jones Financial Companies, cutting an estimated $196M.

  • 570 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2020, up from 506 in Q3 2020.
  • Funds reported $7.4B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 108 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2020 and 34 closed out, a net change of +74 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2020 was Fidelity Investments, an estimated $163M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2020 was Jones Financial Companies, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2020.