SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

656 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 55 funds opening new positions, 224 increasing their positions, 249 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-24
Holders Change %
-3.53%
% of All Funds
9.54%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
55
Increased
224
Reduced
249
Closed
70
Calls
$647K
Puts
$6.44M
Net Calls
-$5.8M
Net Calls Change
-$5.15M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$485M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$334M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$500M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$81M
5
BlackRock
5
BlackRock
New York
$213M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$780M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$219M
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$8.51M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOWBOCOPL
76
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$10.2M – – –
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$10M -$210K -3,405 -2%
Citigroup
78
Citigroup
New York
$9.92M +$1.09M +17,617 +12%
Osaic Holdings
79
Osaic Holdings
Arizona
$9.74M -$5.76M -93,398 -37%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$9.67M -$11.8M -191,227 -55%
Mariner
81
Mariner
Kansas
$9.54M +$105K +1,707 +1%
RFA
82
RTD Financial Advisors
Pennsylvania
$9.39M +$316K +5,131 +3%
WA
83
Waverly Advisors
Alabama
$9.17M -$462K -7,493 -5%
SC
84
Schoolcraft Capital
Colorado
$8.83M +$697K +11,308 +9%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$8.79M -$392K -6,353 -4%
KM
86
Kabouter Management
Illinois
$8.75M – – –
Barclays
87
Barclays
United Kingdom
$8.64M +$525K +8,510 +6%
LSAG
88
Lake Street Advisors Group
New Hampshire
$8.51M -$29.6M -479,526 -78%
CP
89
Covenant Partners
Tennessee
$8.41M -$563K -9,134 -6%
WMG
90
WESCAP Management Group
California
$8.4M +$37.1K +602 +0.4%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$8.38M +$8.08M +131,046 +2,653%
FDP
92
Financiere des Professionnels
Quebec, Canada
$8.3M +$4.01M +65,000 +94%
SIC
93
Shoker Investment Counsel
Ohio
$8.1M +$228K +3,706 +3%
AFA
94
American Financial Advisors
Georgia
$7.95M -$4.85M -78,710 -38%
FWM
95
Fairhaven Wealth Management
Illinois
$7.76M +$217K +3,516 +3%
GLA
96
Great Lakes Advisors
Illinois
$7.62M +$747K +12,119 +11%
FWP
97
Falcon Wealth Planning
California
$7.56M -$2.23M -36,127 -23%
LFG
98
Larson Financial Group
Missouri
$7.53M -$3.21M -52,002 -30%
IFS
99
Ifrah Financial Services
Arkansas
$7.53M -$112K -1,820 -1%
SS
100
Sound Stewardship
Kansas
$7.35M +$105K +1,697 +1%
2 3
4
5 6