SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

506 hedge funds and large institutions have $6.32B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 143 increasing their positions, 230 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+5
Holders Change %
+1%
% of All Funds
10.24%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
49
Increased
143
Reduced
230
Closed
38
Calls
$289K
Puts
$1.67M
Net Calls
-$1.38M
Net Calls Change
+$12.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$692M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$289M
3
Jane Street
3
Jane Street
New York
$51.1M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$36.4M
5
Franklin Resources
5
Franklin Resources
California
$52.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$544M
2
Truist Financial
2
Truist Financial
North Carolina
$113M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$7.01M
4
CS
4
Credit Suisse
Switzerland
$3.8M
5
UBS Group
5
UBS Group
Switzerland
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
126
Nicolet Advisory Services
Wisconsin
$5.13M +$273K +4,625 +6%
CRCP
127
Copper Rock Capital Partners
Massachusetts
$5.1M -$1.13M -19,113 -18%
MMA
128
Miracle Mile Advisors
California
$5.09M +$5.09M +86,222 New
Brown Advisory
129
Brown Advisory
Maryland
$5.08M -$885 -15 -0%
BOH
130
Bank of Hawaii
Hawaii
$5.02M -$66.8K -1,132 -1%
Stifel Financial
131
Stifel Financial
Missouri
$4.85M -$53.1K -901 -1%
PPP
132
Private Portfolio Partners
New Jersey
$4.76M +$245K +4,148 +5%
MAS
133
Managed Account Services
Florida
$4.75M -$193K -3,202 -4%
CCA
134
Checchi Capital Advisers
California
$4.67M +$253K +4,281 +6%
CI
135
CX Institutional
Indiana
$4.58M -$7.14K -121 -0.2%
EPM
136
Elm Partners Management
Pennsylvania
$4.4M -$89.6K -1,519 -2%
WSTAM
137
Wilbanks Smith & Thomas Asset Management
Virginia
$4.37M +$4.37M +73,998 New
CC
138
Cassaday & Co
Virginia
$4.2M -$166K -2,818 -4%
Mariner
139
Mariner
Kansas
$4.2M -$41.5K -704 -1%
MSWMA
140
Market Street Wealth Management Advisors
Indiana
$4.15M -$2.02M -34,281 -33%
SC
141
Savant Capital
Illinois
$4.15M -$192K -3,251 -4%
BEC
142
Blue Edge Capital
Virginia
$4.05M +$31.3K +531 +0.8%
PAG
143
Private Advisor Group
New Jersey
$4.02M -$24.5K -430 -0.6%
CM
144
Cornerstone Management
Georgia
$4.01M +$217K +3,672 +6%
FC
145
FCA Corp
Texas
$4M +$13.3K +226 +0.3%
CS
146
Credit Suisse
Switzerland
$3.8M -$13.2M -224,381 -78%
BG
147
Berry Group
Massachusetts
$3.77M +$223K +3,783 +6%
NB
148
NBT Bank
New York
$3.75M -$207K -3,515 -5%
Bessemer Group
149
Bessemer Group
New Jersey
$3.6M +$11.8K +200 +0.3%
DI
150
Disciplined Investments
Oklahoma
$3.58M +$81.2K +1,377 +2%
4 5
6
7 8