SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

501 hedge funds and large institutions have $5.5B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 148 increasing their positions, 237 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-13
Holders Change %
-2.53%
% of All Funds
10.3%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.66%
New
63
Increased
148
Reduced
237
Closed
74
Calls
$788K
Puts
$14.4M
Net Calls
-$13.7M
Net Calls Change
-$13.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$264M
2
RBA
Richard Bernstein Advisors
New York
$65.6M
3
Ameriprise
Ameriprise
Minnesota
$56.3M
4
Northern Trust
Northern Trust
Illinois
$52M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$63.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$574M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$384M
3
Truist Financial
Truist Financial
North Carolina
$121M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$138M
5
AC
Allstate Corporation
Illinois
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCWA
126
Pacific Capital Wealth Advisors
California
$4.52M -$37.1K -692 -0.8%
Stifel Financial
127
Stifel Financial
Missouri
$4.46M -$7.78M -145,053 -64%
NAS
128
Nicolet Advisory Services
Wisconsin
$4.41M +$2.82M +52,557 +177%
WMG
129
WESCAP Management Group
California
$4.34M -$308K -5,740 -7%
SL
130
Systelligence LLC
Minnesota
$4.29M +$4.29M +80,076 New
CI
131
CX Institutional
Indiana
$4.17M -$1.85M -34,417 -31%
PPP
132
Private Portfolio Partners
New Jersey
$4.1M +$715K +13,331 +21%
EPM
133
Elm Partners Management
Pennsylvania
$4.08M -$388K -7,237 -9%
CCA
134
Checchi Capital Advisers
California
$4.02M +$105K +1,957 +3%
CC
135
Cassaday & Co
Virginia
$3.97M +$3.93M +73,228 +9,154%
SC
136
Savant Capital
Illinois
$3.94M +$241K +4,494 +7%
Mariner
137
Mariner
Kansas
$3.85M -$196K -3,656 -5%
PAG
138
Private Advisor Group
New Jersey
$3.81M +$508K +9,467 +15%
BEC
139
Blue Edge Capital
Virginia
$3.65M -$303K -5,653 -8%
FC
140
FCA Corp
Texas
$3.62M -$2.25K -42 -0.1%
Prudential Financial
141
Prudential Financial
New Jersey
$3.6M +$802K +14,962 +29%
NB
142
NBT Bank
New York
$3.6M +$60.9K +1,135 +2%
GPA
143
Guidance Point Advisors
Massachusetts
$3.49M +$27.3K +509 +0.8%
CWAG
144
Compton Wealth Advisory Group
Virginia
$3.47M -$252K -4,697 -7%
CM
145
Cornerstone Management
Georgia
$3.45M -$133K -2,482 -4%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$3.39M -$5.28M -98,519 -61%
CBT
147
Central Bank & Trust
Kentucky
$3.34M -$501K -9,348 -13%
Bessemer Group
148
Bessemer Group
New Jersey
$3.26M +$1.03M +19,300 +47%
BG
149
Berry Group
Massachusetts
$3.23M -$195K -3,637 -6%
PFBT
150
Parkside Financial Bank & Trust
Missouri
$3.2M -$1.04M -19,355 -24%
4 5
6
7 8