SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

261 hedge funds and large institutions have $2.78B invested in iShares MSCI EAFE Small-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+10
Holders Change %
+3.98%
% of All Funds
6.96%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.48%
New
34
Increased
111
Reduced
71
Closed
21
Calls
–
Puts
$213K
Net Calls
-$213K
Net Calls Change
+$231K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$38.5M
2
TCT
TIAA CREF Trust
Missouri
+$27.6M
3
BG
BlackRock Group
United Kingdom
+$26M
4
Franklin Resources
Franklin Resources
California
+$23.5M
5
LPL Financial
LPL Financial
California
+$18.5M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$24.1M
2
SB
Suntrust Banks
Georgia
-$17.1M
3
PL
Plancorp LLC
Missouri
-$12.6M
4
State Street
State Street
Massachusetts
-$12.2M
5
PCM
Polaris Capital Management
Massachusetts
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Paracle Advisors
Washington
$624K -$53.8K -1,087 -8%
BWM
152
Braver Wealth Management
Massachusetts
$623K -$243K -4,908 -28%
Wellington Management Group
153
Wellington Management Group
Massachusetts
$622K +$139K +2,818 +29%
CA
154
Cumberland Advisors
Florida
$600K +$600K +12,120 New
CWA
155
Convergent Wealth Advisors
Maryland
$599K – – –
MAA
156
Managed Account Advisors
New Jersey
$592K -$389K -7,855 -40%
BA
157
BlackRock Advisors
Delaware
$586K +$155K +3,132 +36%
PTB
158
Pioneer Trust Bank
Oregon
$571K -$10.4K -210 -2%
RIA
159
Regal Investment Advisors
Michigan
$555K +$35.9K +726 +7%
SFPM
160
Sensible Financial Planning & Management
Massachusetts
$549K -$492K -9,951 -47%
WCM
161
Wealthcare Capital Management
Virginia
$546K +$193K +3,893 +55%
TCIM
162
TIAA CREF Investment Management
New York
$544K +$544K +11,000 New
FTUS
163
Flow Traders U.S.
New York
$542K +$542K +10,963 New
KCPG
164
Kavar Capital Partners Group
Kansas
$541K -$17.3K -349 -3%
CAL
165
Capital Analysts LLC
Pennsylvania
$521K +$94.5K +1,911 +22%
TCM
166
Traynor Capital Management
Pennsylvania
$491K -$120K -2,423 -20%
Jane Street
167
Jane Street
New York
$483K +$483K +9,770 New
NA
168
Navellier & Associates
Nevada
$450K +$450K +9,101 New
CCA
169
Cobblestone Capital Advisors
New York
$449K -$1.01M -20,346 -69%
FA
170
FCG Advisors
New Jersey
$439K +$21.2K +428 +5%
FHA
171
First Horizon Advisors
Tennessee
$434K – – –
BOS
172
Bank of Stockton
California
$432K +$148K +2,995 +52%
CL
173
CPWM LLC
Washington
$417K – – –
CWM
174
Concert Wealth Management
California
$411K +$411K +12,085 New
BDF
175
Balasa Dinverno & Foltz
$404K – – –
5 6
7
8 9