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iShares MSCI EAFE Small-Cap ETF
SCZ

691 hedge funds and large institutions have $6.5B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 172 increasing their positions, 275 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 36

107% more call options, than puts

Call options by funds: $927K | Put options by funds: $447K

5% more funds holding

Funds holding: 659 → 691 (+32)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

1% less capital invested

Capital invested by funds: $6.6B → $6.5B (-$98.4M)

1.69% less ownership

Funds ownership: 71.29% → 69.61% (-1.7%)

37% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 275

Holders
691
Holders Change
+32
Holders Change %
+4.86%
% of All Funds
9.92%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
79
Increased
172
Reduced
275
Closed
36
Calls
$927K
Puts
$447K
Net Calls
+$480K
Net Calls Change
+$6.28M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$77.3M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$46.4M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$30.2M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$26.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$23.4M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$381M
2
MMI
Matson Money Inc
Ohio
-$263M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$110M
4
Goldman Sachs
Goldman Sachs
New York
-$20.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
NMG
651
New Millennium Group
Utah
$7.51K – – –
NFA
652
Northwest Financial Advisors
Virginia
$6.23K +$5.92K +92 New
MSG
653
Main Street Group
Virginia
$6.09K – – –
SFCL
654
Strengthening Families & Communities LLC
Massachusetts
$6.03K +$5.73K +89 New
PWA
655
Provenance Wealth Advisors
Florida
$5.89K – – –
WB
656
Webster Bank
Connecticut
$5.62K – – –
ME
657
McIlrath & Eck
Washington
$5.5K – – –
CNBTD
658
Citizens National Bank Trust Department
Mississippi
$5.08K – – –
SWA
659
SOA Wealth Advisors
New York
$4.2K -$901 -14 -18%
BCMLT
660
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.2K – – –
VCM
661
Versant Capital Management
Arizona
$4.2K – – –
TH
662
TCTC Holdings
Texas
$4.05K – – –
Toronto Dominion Bank
663
Toronto Dominion Bank
Ontario, Canada
$3.99K -$18.9K -294 -83%
Kayne Anderson Rudnick Investment Management
664
Kayne Anderson Rudnick Investment Management
California
$3.93K – – –
OC
665
Oakworth Capital
Alabama
$3.66K – – –
EWA
666
Elevate Wealth Advisory
Georgia
$3.45K -$32.2K -500 -91%
NC
667
NewSquare Capital
Pennsylvania
$3.38K – – –
JWA
668
JFS Wealth Advisors
Pennsylvania
$3.25K – – –
SC
669
Sawyer & Company
Massachusetts
$3K +$2.77K +43 New
EWM
670
EPG Wealth Management
Georgia
$2.91K +$2.77K +43 New
AIM
671
Anchor Investment Management
South Carolina
$2.84K – – –
WIM
672
Westside Investment Management
California
$2.78K – – –
DFA
673
DHJJ Financial Advisors
Illinois
$2.71K -$1.03K -16 -29%
LOIP
674
Live Oak Investment Partners
Texas
$2.71K – – –
BIA
675
Bell Investment Advisors
California
$2.23K – – –
25 26
27
28 29

SCZ Hedge Fund Activity: Q3 2024 in Review

691 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q3 2024, worth a combined $6.5B — down 1.5% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SCZ positions and 36 closed out — a net gain of 43 holders — while 172 added to existing stakes and 275 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $77.3M. The largest seller was TIAA Trust, National Association, cutting an estimated $381M.

  • 691 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q3 2024, up from 659 in Q2 2024.
  • Funds reported $6.5B of iShares MSCI EAFE Small-Cap ETF stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 79 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q3 2024 and 36 closed out, a net change of +43 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $77.3M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $381M sold.

Based on aggregated 13F filings for Q3 2024.