SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

646 hedge funds and large institutions have $10.9B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 247 increasing their positions, 203 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+16
Holders Change %
+2.54%
% of All Funds
11.35%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.67%
New
58
Increased
247
Reduced
203
Closed
34
Calls
$938K
Puts
$8.63M
Net Calls
-$7.7M
Net Calls Change
-$2.33M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.63B
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$392M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$946M
4
APF
Alaska Permanent Fund
Alaska
$58.9M
5
BlackRock
BlackRock
New York
$241M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$96.2M
2
KM
Kabouter Management
Illinois
$6.59M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
EWA
Exencial Wealth Advisors
Oklahoma
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
576
Firestone Capital Management
Florida
$21K – – –
TFGT
577
TS Financial Group (TSFG)
Illinois
$21K – – –
WTC
578
WhitTier Trust Company
Nevada
$21K +$4.23K +56 +25%
RP
579
Rice Partnership
Hawaii
$21K +$12.7K +169 +152%
RFA
580
Reilly Financial Advisors
California
$20K +$20K +264 New
NOI
581
Newton One Investments
Delaware
$19K – – –
TF
582
Tompkins Financial
New York
$19K +$19K +261 New
LWM
583
Liberty Wealth Management
California
$18K – – –
DWA
584
Dougherty Wealth Advisers
Minnesota
$17K +$17K +235 New
BL
585
Balentine LLC
Georgia
$16K -$8.49K -112 -35%
FMII
586
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
SIM
587
Sonora Investment Management
Arizona
$16K – – –
CAAS
588
Capital Asset Advisory Services
Michigan
$15K -$22K -301 -59%
CBT
589
CoreFirst Bank & Trust
Kansas
$15K – – –
CFA
590
Carroll Financial Associates
North Carolina
$15K – – –
GWSG
591
GPS Wealth Strategies Group
Colorado
$15K – – –
PWA
592
Phoenix Wealth Advisors
North Carolina
$14K – – –
JCM
593
Jacobi Capital Management
Pennsylvania
$12K – – –
MA
594
MUFG Americas
New York
$12K +$12K +167 New
TAM
595
Tucker Asset Management
Colorado
$11.4K +$11.4K +150 New
CFD
596
Creative Financial Designs
Indiana
$11K -$20.2K -283 -65%
MA
597
Montag & Associates
Georgia
$11K – – –
LWANC
598
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K – – –
FP
599
Financial Perspectives
Minnesota
$10.3K – – –
AssetMark Inc
600
AssetMark Inc
California
$10K -$19.6K -251 -66%
22 23
24
25 26