We are live on ! Find out more
SCZ icon

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
CW
701
Connectus Wealth
Ohio
– -$406K -6,556 Closed
JSW
702
Journey Strategic Wealth
New Jersey
– -$358K -5,779 Closed
UCFA
703
United Capital Financial Advisors
Texas
– -$334K -5,397 Closed
FG
704
Foster Group
Iowa
– -$267K -4,731 Closed
NL
705
Navalign LLC
California
– -$256K -4,135 Closed
TNA
706
True North Advisors
Texas
– -$249K -4,020 Closed
AWA
707
Arete Wealth Advisors
Illinois
– -$235K -3,802 Closed
WPW
708
Watershed Private Wealth
Illinois
– -$230K -3,714 Closed
HSA
709
HBK Sorce Advisory
Pennsylvania
– -$228K -3,684 Closed
HCA
710
Harbour Capital Advisors
Virginia
– -$213K -3,524 Closed
EWS
711
Eagle Wealth Strategies
New Jersey
– -$216K -3,494 Closed
AFS
712
Annapolis Financial Services
Maryland
– -$156K -2,522 Closed
FWM
713
Focused Wealth Management
New York
– -$150K -2,425 Closed
LPP
714
Life Planning Partners
Florida
– -$127K -2,045 Closed
AC
715
AlphaCore Capital
California
– -$126K -2,035 Closed
EDRH
716
Edmond de Rothschild Holding
Switzerland
– -$78.3K -1,265 Closed
WP
717
WealthShield Partners
North Carolina
– -$66K -1,067 Closed
SIS
718
Sound Income Strategies
Florida
– -$64.9K -1,048 Closed
IPW
719
Impact Partnership Wealth
Georgia
– -$64.7K -1,045 Closed
RFG
720
REAP Financial Group
Texas
– -$56.6K -914 Closed
NRC
721
New Republic Capital
North Carolina
– -$40.5K -655 Closed
BL
722
Balentine LLC
Georgia
– -$20.1K -325 Closed
BWP
723
Baldwin Wealth Partners
Massachusetts
– -$19.1K -309 Closed
ODG
724
O'Dell Group
Ohio
– -$16.2K -261 Closed
TWM
725
Tradition Wealth Management
Minnesota
– -$15K -250 Closed
26 27 28
29
30

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.