iShares MSCI EAFE Small-Cap ETF
659 hedge funds and large institutions have $6.6B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 225 increasing their positions, 249 reducing their positions, and 70 closing their positions.
0.61% more ownership
Funds ownership: 70.68% → 71.29% (+0.61%)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
10% less repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 249
3% less funds holding
Funds holding: 681 → 659 (-22)
7% less capital invested
Capital invested by funds: $7.08B → $6.6B (-$477M)
19% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 70
90% less call options, than puts
Call options by funds: $647K | Put options by funds: $6.44M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$180M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$132M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
+$56.9M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$43.3M |
| 5 |
BlackRock
New York
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$254M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$178M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$107M |
| 4 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
-$30.1M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$26.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWANC
726
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$4.12K | -65 | Closed |
|
|
HR
727
Howe & Rusling
Rochester,
New York
| – | -$3.86K | -61 | Closed |
|
728
First Manhattan
New York
| – | -$1.65K | -26 | Closed |
|
|
TC
729
Truvestments Capital
Sarasota,
Florida
| – | -$1.58K | -25 | Closed |
|
|
BEI
730
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$1K | -23 | Closed |
|
|
SSG
731
Summit Securities Group
New York
| – | +$63 | +1 | New |
|
SCZ Hedge Fund Activity: Q2 2024 in Review
659 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q2 2024, worth a combined $6.6B — down 6.7% from $7.08B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of SCZ and 57 opened new positions — a net loss of 13 holders — while 249 trimmed existing stakes and 225 added.
The largest buyer was TIAA Trust, National Association, adding an estimated $180M. The largest seller was Jane Street, exiting entirely with an estimated $254M sold.
- 659 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q2 2024, down from 681 in Q1 2024.
- Funds reported $6.6B of iShares MSCI EAFE Small-Cap ETF stock for Q2 2024, down 6.7% quarter-over-quarter.
- 57 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q2 2024 and 70 closed out, a net change of -13 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $180M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q2 2024 was Jane Street, an estimated $254M sold.
Based on aggregated 13F filings for Q2 2024.