SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

630 hedge funds and large institutions have $6.39B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 237 increasing their positions, 233 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-36
Holders Change %
-5.41%
% of All Funds
10.89%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.4%
New
45
Increased
237
Reduced
233
Closed
75
Calls
$2.02M
Puts
$4.15M
Net Calls
-$2.13M
Net Calls Change
+$40.7M

Top Buyers

1
BlackRock
BlackRock
New York
$250M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.39B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$117M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$47.4M
5
WTB
Washington Trust Bank
Washington
$41.9M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$386M
2
Jane Street
Jane Street
New York
$475K
3
Baird Financial Group
Baird Financial Group
Wisconsin
$16.4M
4
BWM
Brickley Wealth Management
California
$0
5
SWM
Southern Wealth Management
Texas
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Southern Wealth Management
Texas
$4.56M -$11.8M -231,423 -72%
AF
127
Allworth Financial
California
$4.56M -$365K -7,491 -7%
OFG
128
Omega Financial Group
California
$4.5M +$685K +14,040 +18%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$4.47M -$650K -13,324 -13%
AF
130
Advisornet Financial
Minnesota
$4.43M +$212K +4,336 +5%
QC
131
Quent Capital
New York
$4.41M +$105K +2,148 +2%
EBA
132
Eagle Bay Advisors
New York
$4.38M +$4.01M +81,983 +1,097%
PCWA
133
Pacific Capital Wealth Advisors
California
$4.36M -$122K -2,496 -3%
KP
134
Keel Point
Alabama
$4.35M +$5.85K +120 +0.1%
DADC
135
D.A. Davidson & Co
Montana
$4.32M +$68.8K +1,411 +2%
GT
136
Glenmede Trust
Pennsylvania
$4.31M -$729K -14,955 -14%
AFAS
137
Acorn Financial Advisory Services
Virginia
$4.21M +$445K +9,115 +12%
MHS
138
M Holdings Securities
Oregon
$4.15M -$708K -14,508 -15%
MWM
139
Merriman Wealth Management
Washington
$4.13M -$42.5K -871 -1%
AWM
140
Avior Wealth Management
Nebraska
$4.1M +$506K +10,393 +14%
Bessemer Group
141
Bessemer Group
New Jersey
$4.06M +$256K +5,247 +7%
MCA
142
MSH Capital Advisors
Arizona
$4.02M -$2.73K -56 -0.1%
PWMAG
143
Pinnacle Wealth Management Advisory Group
New Jersey
$4M +$526K +10,781 +15%
EDRIA
144
Edmonds Duncan Registered Investment Advisors
Kansas
$3.95M +$226K +4,628 +6%
SFS
145
Solitude Financial Services
Virginia
$3.79M +$218K +4,465 +6%
SIC
146
Shoker Investment Counsel
Ohio
$3.72M +$465K +9,532 +14%
WMS
147
Wealth Management Solutions
Pennsylvania
$3.66M -$1.69M -34,597 -32%
LI
148
Latigo Investments
Florida
$3.61M +$587K +12,042 +19%
AIM
149
Acropolis Investment Management
Missouri
$3.59M -$221K -4,538 -6%
KFAA
150
Klaas Financial Asset Advisors
Illinois
$3.58M +$212K +4,356 +6%
4 5
6
7 8