SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

316 hedge funds and large institutions have $3.66B invested in iShares MSCI EAFE Small-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 24 closing their positions.

Holders
316
Holders Change
–
Holders Change %
0%
% of All Funds
8.44%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.69%
New
28
Increased
129
Reduced
115
Closed
24
Calls
$308K
Puts
$213K
Net Calls
+$95K
Net Calls Change
-$224K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$399M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$46.7M
3
Jane Street
3
Jane Street
New York
$40.1M
4
State Street
4
State Street
Massachusetts
$25M
5
Creative Planning
5
Creative Planning
Kansas
$200M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$6.12M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$0
3
M&T Bank
3
M&T Bank
New York
$27.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$366M
5
LI
5
LVZ Inc
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BJL
51
Brighton Jones LLC
Washington
$9.29M 192,534 -7,117 -4%
UB
52
UMB Bank
Missouri
$9.28M 192,286 +7,221 +4%
BF
53
BOK Financial
Oklahoma
$9.04M 187,362 -9,631 -5%
Lord, Abbett & Co
54
Lord, Abbett & Co
New Jersey
$9.02M 186,796 -70,450 -27%
Charles Schwab
55
Charles Schwab
California
$8.9M 184,500 +97,000 +111%
MOACM
56
Mutual of America Capital Management
New York
$8.59M 177,935 – –
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$8.58M 177,873 +6,607 +4%
OCM
58
One Capital Management
California
$8.26M 171,056 +10,719 +7%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$8.16M 169,012 -11,021 -6%
CA
60
Cumberland Advisors
Florida
$7.92M 164,105 -5,470 -3%
FIG
61
FundX Investment Group
California
$7.82M 162,039 +45,350 +39%
CRCP
62
Copper Rock Capital Partners
Massachusetts
$7.76M 160,838 +17,009 +12%
QA
63
Quantitative Advantage
Minnesota
$7.41M 153,626 -6,361 -4%
Axa
64
Axa
France
$7.19M 148,940 -2,510 -2%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$7.03M 145,688 -14,295 -9%
PAI
66
Pittenger & Anderson Inc
Nebraska
$7M 144,991 +31,264 +27%
MWM
67
Merriman Wealth Management
Washington
$6.79M 140,649 -9,967 -7%
LIC
68
Lodestar Investment Counsel
Illinois
$6.73M 139,370 +9,334 +7%
MBT
69
Montecito Bank & Trust
California
$6.63M 137,423 +38,828 +39%
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$6.41M 132,857 +12,562 +10%
LPL Financial
71
LPL Financial
California
$6.12M 128,889 -542,476 -81%
Grantham, Mayo, Van Otterloo & Co (GMO)
72
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.99M 124,100 +124,100 New
GT
73
Glenmede Trust
Pennsylvania
$5.77M 119,674 +6,742 +6%
Fiera Capital (Canada)
74
Fiera Capital (Canada)
Quebec, Canada
$5.7M 118,000 – –
AWP
75
Ascent Wealth Partners
New York
$5.69M 117,927 +10,303 +10%
1 2
3
4 5