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iShares MSCI EAFE Small-Cap ETF
SCZ

683 hedge funds and large institutions have $8.24B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 196 increasing their positions, 262 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 51

35% more funds holding in top 10

Funds holding in top 10: 23 → 31 (+8)

29% more capital invested

Capital invested by funds: $6.39B → $8.24B (+$1.85B)

8% more funds holding

Funds holding: 631 → 683 (+52)

2.57% more ownership

Funds ownership: 70.96% → 73.52% (+2.6%)

25% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 262

96% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $77.1M

Holders
683
Holders Change
+52
Holders Change %
+8.24%
% of All Funds
10.98%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.5%
New
119
Increased
196
Reduced
262
Closed
51
Calls
$2.94M
Puts
$77.1M
Net Calls
-$74.2M
Net Calls Change
-$72M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$262M
2
Morgan Stanley
Morgan Stanley
New York
+$102M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$89.9M
4
Goldman Sachs
Goldman Sachs
New York
+$72.8M
5
KM
Kabouter Management
Illinois
+$40.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$124M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$66.3M
3
N
Nuveen
North Carolina
-$39.2M
4
AWM
AE Wealth Management
Kansas
-$31.3M
5
Truist Financial
Truist Financial
North Carolina
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
676
Studio Investment Management
Illinois
$621 +$590 +11 New
GG
677
Gleason Group
Kentucky
$423 – – –
RFS
678
Retirement Financial Solutions
Tennessee
$339 +$322 +6 New
BL
679
Balentine LLC
Georgia
$282 +$268 +5 New
FA
680
Faithward Advisors
Pennsylvania
$226 – – –
BCA
681
Bray Capital Advisors
Florida
$169 – – –
HCP
682
Hexagon Capital Partners
Arkansas
$56 -$11K -204 -100%
CMP
683
Coston McIsaac & Partners
Maine
$51 – – –
LCM
684
Logan Capital Management
Pennsylvania
$39 +$54 +1 New
WIM
685
Westside Investment Management
California
$2 – – –
CI
686
CX Institutional
Indiana
– -$10.1M -207,070 Closed
AI
687
Atria Investments
North Carolina
– -$3.22M -65,945 Closed
SS
688
Simplicity Solutions
Minnesota
– -$3.14M -64,423 Closed
YIH
689
Y-Intercept (HK)
Hong Kong
– -$2.47M -50,667 Closed
Vanguard Group
690
Vanguard Group
Pennsylvania
– -$2.16M -44,289 Closed
IA
691
IFG Advisory
Georgia
– -$2.03M -41,696 Closed
FC
692
Forte Capital
New York
– -$585K -11,991 Closed
BNP Paribas Financial Markets
693
BNP Paribas Financial Markets
France
– -$550K -11,265 Closed
BEAM
694
Baker Ellis Asset Management
Washington
– -$540K -11,080 Closed
BWA
695
Beam Wealth Advisors
Louisiana
– -$500K -10,251 Closed
CCMG
696
Clark Capital Management Group
Pennsylvania
– -$489K -10,034 Closed
Jane Street
697
Jane Street
New York
– -$475K -9,739 Closed
EWS
698
Evergreen Wealth Solutions
Pennsylvania
– -$461K -9,450 Closed
RPC
699
Rossmore Private Capital
Connecticut
– -$407K -8,351 Closed
IC
700
IEQ Capital
California
– -$399K -8,177 Closed
26 27
28
29 30

SCZ Hedge Fund Activity: Q4 2022 in Review

683 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2022, worth a combined $8.24B — up 29% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SCZ positions and 51 closed out — a net gain of 68 holders — while 196 added to existing stakes and 262 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $262M. The largest seller was BlackRock, cutting an estimated $124M.

  • 683 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2022, up from 631 in Q3 2022.
  • Funds reported $8.24B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 119 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2022 and 51 closed out, a net change of +68 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2022 was Jones Financial Companies, an estimated $262M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2022 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2022.