SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

459 hedge funds and large institutions have $6.97B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 188 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+82
Holders Change %
+21.75%
% of All Funds
10.42%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.93%
New
109
Increased
188
Reduced
97
Closed
25
Calls
$600K
Puts
$1.12M
Net Calls
-$522K
Net Calls Change
+$190K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$529M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$126M
3
Jane Street
3
Jane Street
New York
$29.9M
4
Bank of America
4
Bank of America
North Carolina
$209M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$704M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BAAM
2
Baker Avenue Asset Management
California
$11.4M
3
AA
3
ALPS Advisors
Colorado
$0
4
PFA
4
Pure Financial Advisors
California
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
126
Vestor Capital
Illinois
$3.9M +$42.9K +665 +1%
BFPW
127
BOK Financial Private Wealth
Colorado
$3.77M -$35.3K -548 -0.9%
MC
128
Martin & Co
Tennessee
$3.69M +$322 +5 +0%
HCM
129
HM Capital Management
Missouri
$3.68M +$1.51M +23,377 +69%
DCM
130
Dearborn Capital Management
Illinois
$3.61M -$407K -6,311 -10%
IWA
131
Independence Wealth Advisors
Virginia
$3.6M +$3.6M +55,760 New
HS
132
Horan Securities
United States
$3.59M +$217K +3,223 +6%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$3.51M +$1.15M +17,806 +49%
FA
134
FDx Advisors
Illinois
$3.39M -$84.5K -1,311 -2%
GT
135
Glenview Trust
Kentucky
$3.36M -$132K -2,045 -4%
CIBC World Market
136
CIBC World Market
Ontario, Canada
$3.33M +$513K +7,953 +18%
ASN
137
Advisory Services Network
Georgia
$3.23M +$223K +3,452 +7%
JPMPWA
138
J.P. Morgan Private Wealth Advisors
California
$3.19M +$291K +4,507 +10%
CF
139
Corrigan Financial
Rhode Island
$3.1M +$3.94K +61 +0.1%
HW
140
Hancock Whitney
Mississippi
$3.05M +$28K +434 +0.9%
GPW
141
GFS Private Wealth
Florida
$3.03M +$3.03M +47,038 New
PAG
142
Private Advisory Group
Washington
$2.99M +$223K +3,459 +8%
FPFS
143
First Personal Financial Services
North Carolina
$2.9M – – –
FEG
144
Fund Evaluation Group
Ohio
$2.89M +$4.32K +67 +0.1%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$2.82M -$15.8K -245 -0.6%
PA
146
Parkside Advisors
California
$2.81M -$19.5K -303 -0.7%
RPG
147
Risk Paradigm Group
Texas
$2.8M +$23.9K +370 +0.9%
SFM
148
Signet Financial Management
New Jersey
$2.64M -$38.4K -595 -1%
SCM
149
Sterling Capital Management
North Carolina
$2.5M +$36.4K +565 +1%
HT
150
Hefren-Tillotson
Pennsylvania
$2.49M +$163K +2,529 +7%
4 5
6
7 8