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iShares MSCI EAFE Small-Cap ETF
SCZ

153 hedge funds and large institutions have $1.19B invested in iShares MSCI EAFE Small-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 153 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59.34% more ownership

Funds ownership: 0% → 59.34% (+59%)

Holders
153
Holders Change
+153
Holders Change %
–
% of All Funds
4.99%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
% of All Funds
0.36%
New
153
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
126
Credit Suisse
Switzerland
$241K +$254K +5,745 New
BUB
127
BBVA USA Bancshares
Texas
$239K +$253K +5,711 New
OC
128
Oppenheimer & Co
New York
$238K +$252K +5,684 New
PHAM
129
Palisades Hudson Asset Management
Florida
$236K +$249K +5,621 New
YMRC
130
Yorktown Management & Research Company
Virginia
$231K +$243K +5,500 New
CIA
131
Choate Investment Advisors
Massachusetts
$226K +$239K +5,397 New
RFC
132
Russell Frank Company
Washington
$215K +$227K +5,122 New
DY
133
Dowling & Yahnke
California
$213K +$225K +5,075 New
AC
134
Alexandria Capital
Virginia
$157K +$165K +3,740 New
TFA
135
Transamerica Financial Advisors
Florida
$136K +$143K +3,240 New
1IC
136
1919 Investment Counsel
Maryland
$132K +$138K +3,125 New
AIG
137
American International Group
New York
$90K +$95K +2,147 New
TWA
138
TCI Wealth Advisors
Arizona
$90K +$94.8K +2,143 New
MFS
139
MSI Financial Services
Massachusetts
$77K +$81K +1,830 New
MWP
140
MYCIO Wealth Partners
Pennsylvania
$71K +$75.1K +1,697 New
NES
141
New England Securities
New York
$69K +$73.2K +1,655 New
WT
142
Whittier Trust
California
$63K +$66.4K +1,500 New
MCM
143
Munder Capital Management
Michigan
$50K +$53.1K +1,200 New
BIM
144
BlackRock Investment Management
Delaware
$36K +$38.4K +868 New
BPBT
145
Boston Private Bank & Trust
Massachusetts
$31K +$33.1K +747 New
STC
146
SEI Trust Company
Pennsylvania
$29K +$30.6K +692 New
HPBT
147
High Point Bank & Trust
North Carolina
$25K +$25.7K +580 New
TCM
148
TD Capital Management
Tennessee
$13K +$13.4K +303 New
FHC
149
First Heartland Consultants
Missouri
$11K +$12.1K +273 New
CW
150
Cobiz Wealth
Colorado
$10K +$10.7K +242 New
3 4 5
6
7

SCZ Hedge Fund Activity: Q2 2013 in Review

153 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q2 2013, worth a combined $1.19B.

Buyers outnumbered sellers: 153 funds opened new SCZ positions and 0 closed out — a net gain of 153 holders — while 0 added to existing stakes and 0 trimmed.

  • 153 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.19B of iShares MSCI EAFE Small-Cap ETF stock for Q2 2013.
  • 153 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +153 holders.

Based on aggregated 13F filings for Q2 2013.