SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

656 hedge funds and large institutions have $6.6B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 224 increasing their positions, 249 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-24
Holders Change %
-3.53%
% of All Funds
9.54%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
55
Increased
224
Reduced
249
Closed
70
Calls
$647K
Puts
$6.44M
Net Calls
-$5.8M
Net Calls Change
-$5.15M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$485M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$334M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$500M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$81M
5
BlackRock
5
BlackRock
New York
$213M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$780M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$219M
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$8.51M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
126
MSH Capital Advisors
Arizona
$5.25M +$54.7K +888 +1%
HT
127
Heritage Trust
Oklahoma
$5.23M -$119K -1,934 -2%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$5.15M -$63K -1,022 -1%
NA
129
NewEdge Advisors
Louisiana
$5.09M +$101K +1,644 +2%
LL
130
LWMG LLC
Minnesota
$4.84M +$548K +8,898 +13%
Bessemer Group
131
Bessemer Group
New Jersey
$4.81M -$140K -2,278 -3%
GT
132
Glenmede Trust
Pennsylvania
$4.8M -$205K -3,333 -4%
Acadian Asset Management
133
Acadian Asset Management
Massachusetts
$4.78M +$18.2K +295 +0.4%
MML Investors Services
134
MML Investors Services
Massachusetts
$4.77M -$266K -4,315 -5%
VI
135
Vestcor Inc
New Brunswick, Canada
$4.69M +$3.27M +52,980 +229%
SW
136
SVB Wealth
Massachusetts
$4.68M -$1.13M -18,279 -19%
LI
137
Latigo Investments
Florida
$4.56M – – –
BF
138
Brooklyn FI
New York
$4.56M -$384K -6,228 -8%
FPAS
139
Focus Partners Advisor Solutions
Missouri
$4.49M +$122K +1,987 +3%
FWM
140
Fonville Wealth Management
Virginia
$4.44M +$568K +9,215 +15%
HAC
141
Harbor Advisory Corp
New Hampshire
$4.38M +$7.03K +114 +0.2%
CCA
142
Clearwater Capital Advisors
Illinois
$4.37M -$228K -3,704 -5%
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$4.23M -$651K -10,561 -13%
MPCL
144
My Personal CFO LLC
Washington
$4.22M +$305K +4,948 +8%
MWM
145
Merriman Wealth Management
Washington
$4.21M -$137K -2,216 -3%
SW
146
Simplicity Wealth
New Jersey
$4.19M +$570K +9,246 +16%
Allspring Global Investments
147
Allspring Global Investments
North Carolina
$4.13M +$4.13M +66,997 New
FC
148
FCA Corp
Texas
$4.12M +$24.7K +401 +0.6%
EWA
149
Encompass Wealth Advisors
Oregon
$4.1M +$72.6K +1,178 +2%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$4.08M -$200K -3,240 -5%
4 5
6
7 8