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iShares MSCI EAFE Small-Cap ETF
SCZ

681 hedge funds and large institutions have $7.08B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 198 increasing their positions, 273 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 707 → 681 (-26)

3.78% less ownership

Funds ownership: 74.45% → 70.68% (-3.8%)

7% less capital invested

Capital invested by funds: $7.59B → $7.08B (-$505M)

23% less funds holding in top 10

Funds holding in top 10: 26 → 20 (-6)

27% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 60

27% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 273

45% less call options, than puts

Call options by funds: $798K | Put options by funds: $1.44M

Holders
681
Holders Change
-26
Holders Change %
-3.68%
% of All Funds
9.81%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
44
Increased
198
Reduced
273
Closed
60
Calls
$798K
Puts
$1.44M
Net Calls
-$646K
Net Calls Change
+$50.7M

Top Buyers

1
Jane Street
Jane Street
New York
+$179M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$48.8M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$45.5M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$25.3M
5
OMC
Old Mission Capital
Illinois
+$13.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$391M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$226M
3
WTB
Washington Trust Bank
Washington
-$86.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$69.9M
5
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
651
Main Street Group
Virginia
$7.38K – – –
JWA
652
JFS Wealth Advisors
Pennsylvania
$6.86K +$3.73K +61 +130%
WB
653
Webster Bank
Connecticut
$5.26K – – –
MAWCM
654
Mine & Arao Wealth Creation & Management
California
$5.13K – – –
ME
655
McIlrath & Eck
Washington
$5.07K – – –
HFS
656
Hantz Financial Services
Michigan
$5K +$5.02K +82 New
SWA
657
SOA Wealth Advisors
New York
$4.81K – – –
CNBTD
658
Citizens National Bank Trust Department
Mississippi
$4.75K – – –
GWANC
659
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.12K -$33.9K -554 -89%
BCMLT
660
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.93K – – –
VCM
661
Versant Capital Management
Arizona
$3.93K – – –
HR
662
Howe & Rusling
New York
$3.86K +$3.73K +61 New
DFA
663
DHJJ Financial Advisors
Illinois
$3.55K – – –
OC
664
Oakworth Capital
Alabama
$3.42K +$3.3K +54 New
NC
665
NewSquare Capital
Pennsylvania
$3.17K – – –
EWM
666
EPG Wealth Management
Georgia
$2.72K – – –
AIM
667
Anchor Investment Management
South Carolina
$2.66K – – –
WIM
668
Westside Investment Management
California
$2.6K – – –
BIA
669
Bell Investment Advisors
California
$2.09K – – –
First Manhattan
670
First Manhattan
New York
$1.65K – – –
DF
671
DecisionPoint Financial
Arizona
$1.6K – – –
SS
672
Sunbelt Securities
Texas
$1.58K – – –
TC
673
Truvestments Capital
Florida
$1.58K +$1.53K +25 New
AIC
674
Archer Investment Corporation
Indiana
$1.39K – – –
WWP
675
WR Wealth Planners
Missouri
$1.27K +$1.22K +20 New
25 26
27
28 29

SCZ Hedge Fund Activity: Q1 2024 in Review

681 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q1 2024, worth a combined $7.08B — down 6.7% from $7.59B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SCZ and 44 opened new positions — a net loss of 16 holders — while 273 trimmed existing stakes and 198 added.

The largest buyer was Jane Street, adding an estimated $179M. The largest seller was Morgan Stanley, cutting an estimated $391M.

  • 681 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q1 2024, down from 707 in Q4 2023.
  • Funds reported $7.08B of iShares MSCI EAFE Small-Cap ETF stock for Q1 2024, down 6.7% quarter-over-quarter.
  • 44 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q1 2024 and 60 closed out, a net change of -16 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q1 2024 was Jane Street, an estimated $179M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $391M sold.

Based on aggregated 13F filings for Q1 2024.