SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

650 hedge funds and large institutions have $7.53B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 209 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-17
Holders Change %
-2.55%
% of All Funds
10.36%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
42
Increased
209
Reduced
266
Closed
53
Calls
$1.32M
Puts
$954K
Net Calls
+$362K
Net Calls Change
-$222K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$213M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$68.9M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$324M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.94B
5
Jane Street
Jane Street
New York
$32.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$31.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$82.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$289M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.2M
5
EWA
EP Wealth Advisors
California
$506K
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
601
Sunbelt Securities
Texas
$6.27K – – –
PCMC
602
Private Capital Management (Colorado)
Colorado
$6.21K – – –
GTAM
603
Global Trust Asset Management
Florida
$5.92K – – –
AWM
604
Atticus Wealth Management
Florida
$5.82K – – –
FFA
605
Farther Finance Advisors
California
$5.07K – – –
CG
606
Cutler Group
California
$5K +$5K +100 New
TFA
607
Toth Financial Advisory
Virginia
$4.8K – – –
SFC
608
SYM Financial Corp
Indiana
$4.74K +$4.74K +84 New
WB
609
Webster Bank
Connecticut
$4.69K +$4.69K +83 New
MAWCM
610
Mine & Arao Wealth Creation & Management
California
$4.58K – – –
ME
611
McIlrath & Eck
Washington
$4.52K – – –
SWA
612
SOA Wealth Advisors
New York
$4.29K – – –
CNBTD
613
Citizens National Bank Trust Department
Mississippi
$4.24K – – –
FFA
614
Founders Financial Alliance
North Carolina
$4.01K – – –
RTC
615
Riverview Trust Company
Washington
$3.67K – – –
VCM
616
Versant Capital Management
Arizona
$3.5K – – –
AWA
617
Authentikos Wealth Advisory
California
$3.5K +$3.5K +62 New
TWC
618
TD Waterhouse Canada
Ontario, Canada
$3.43K -$9.97K -180 -74%
DFA
619
DHJJ Financial Advisors
Illinois
$3.16K +$3.16K +56 New
RP
620
Rice Partnership
Hawaii
$2.94K – – –
NC
621
NewSquare Capital
Pennsylvania
$2.82K – – –
ANBT
622
American National Bank & Trust
Texas
$2.71K – – –
JWA
623
JFS Wealth Advisors
Pennsylvania
$2.64K – – –
BA
624
Ballast Advisors
Minnesota
$2.6K – – –
KSWA
625
Kathleen S. Wright Associates
Pennsylvania
$2.54K -$7.34K -130 -74%
23 24
25
26 27