SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

706 hedge funds and large institutions have $7.59B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 216 increasing their positions, 262 reducing their positions, and 47 closing their positions.

Holders
706
Holders Change
+56
Holders Change %
+8.62%
% of All Funds
10.35%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
113
Increased
216
Reduced
262
Closed
47
Calls
$365K
Puts
$51.8M
Net Calls
-$51.4M
Net Calls Change
-$51.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$566M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$400M
3
CCWM
3
Cassaday & Co Wealth Management
Virginia
$56.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$276M
5
Jane Street
5
Jane Street
New York
$66.8M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.19B
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$0
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$40.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$284M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$77.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Mission Wealth Management
California
$12M -$681K -11,005 -5%
Citigroup
77
Citigroup
New York
$12M -$499K -8,065 -4%
KA
78
Klingman & Associates
New York
$11.6M +$398K +6,435 +4%
PPW
79
Parcion Private Wealth
Washington
$11.6M -$778K -12,562 -6%
PFA
80
Pure Financial Advisors
California
$11.2M +$389K +6,291 +4%
AA
81
Alesco Advisors
New York
$11.1M -$372K -6,010 -3%
CIBC World Market
82
CIBC World Market
Ontario, Canada
$11.1M -$122K -1,968 -1%
OAM
83
Oppenheimer Asset Management
New York
$10.7M -$67.9K -1,097 -0.6%
WA
84
Waverly Advisors
Alabama
$10.6M -$420K -6,782 -4%
HL
85
Harding Loevner
New Jersey
$10.3M +$10.3M +166,388 New
SOWBOCOPL
86
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$10.3M – – –
MML Investors Services
87
MML Investors Services
Massachusetts
$10.1M -$129K -2,090 -1%
Barclays
88
Barclays
United Kingdom
$9.65M -$191K -3,083 -2%
FCBT
89
First Citizens Bank & Trust
North Carolina
$9.59M +$95.9K +1,550 +1%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$9.52M -$549K -8,873 -5%
CP
91
Covenant Partners
Tennessee
$9.42M +$428K +6,914 +5%
Ameriprise
92
Ameriprise
Minnesota
$9.19M -$3.85M -62,228 -30%
RFA
93
RTD Financial Advisors
Pennsylvania
$8.93M -$661K -10,672 -7%
FTUS
94
Flow Traders U.S.
New York
$8.68M +$8.68M +140,298 New
SC
95
Schoolcraft Capital
Colorado
$8.44M +$1.1M +17,810 +15%
WMG
96
WESCAP Management Group
California
$8.42M -$65.9K -1,065 -0.8%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$8.35M -$114K -1,841 -1%
FWM
98
Fairhaven Wealth Management
Illinois
$8.11M -$2.24M -36,203 -22%
SIC
99
Shoker Investment Counsel
Ohio
$7.9M +$99.8K +1,613 +1%
LFG
100
Larson Financial Group
Missouri
$7.86M +$1.7M +27,542 +28%
2 3
4
5 6