SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

683 hedge funds and large institutions have $8.24B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 195 increasing their positions, 262 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
+53
Holders Change %
+8.41%
% of All Funds
11.02%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.5%
New
120
Increased
195
Reduced
262
Closed
51
Calls
$2.94M
Puts
$77.1M
Net Calls
-$74.2M
Net Calls Change
-$72M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$335M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.89B
3
Morgan Stanley
3
Morgan Stanley
New York
$269M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$220M
5
Goldman Sachs
5
Goldman Sachs
New York
$177M

Top Sellers

1
BlackRock
1
BlackRock
New York
$159M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$377M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13.7M
4
AWM
4
AE Wealth Management
Kansas
$2.57M
5
Truist Financial
5
Truist Financial
North Carolina
$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
151
M Holdings Securities
Oregon
$4.26M -$547K -9,680 -11%
SFS
152
Solitude Financial Services
Virginia
$4.24M -$149K -2,638 -3%
KFAA
153
Klaas Financial Asset Advisors
Illinois
$4.18M +$40.7K +720 +1%
LI
154
Latigo Investments
Florida
$4.18M – – –
FWMM
155
Foundation Wealth Management (Missouri)
Missouri
$4.15M +$4.15M +73,558 New
DS
156
DRW Securities
Illinois
$4.12M +$4.12M +72,880 New
GW
157
GW & Wade
Massachusetts
$4.08M +$1.87M +33,192 +85%
FAM
158
Frontier Asset Management
Wyoming
$4.05M +$2.45M +43,290 +152%
NHC
159
Nicholas Hoffman & Company
Georgia
$3.98M +$1.43M +25,251 +56%
Prudential Financial
160
Prudential Financial
New Jersey
$3.9M -$197K -3,484 -5%
AIM
161
Acropolis Investment Management
Missouri
$3.9M -$256K -4,540 -6%
SPP
162
Single Point Partners
Massachusetts
$3.89M +$104K +1,847 +3%
LNWWM
163
Laird Norton Wetherby Wealth Management
California
$3.87M +$492K +8,717 +15%
CF
164
Copperwynd Financial
Arizona
$3.77M +$3.77M +66,749 New
TWP
165
Total Wealth Planning
Ohio
$3.74M +$1.97M +34,792 +110%
KP
166
Keel Point
Alabama
$3.74M -$1.29M -22,874 -26%
APG
167
Abacus Planning Group
South Carolina
$3.73M +$385K +6,810 +11%
EPM
168
Elm Partners Management
Pennsylvania
$3.7M -$213K -3,776 -5%
WMS
169
Wealth Management Solutions
Pennsylvania
$3.7M -$539K -9,541 -13%
EA
170
Efficient Advisors
Ohio
$3.67M -$252K -4,468 -6%
FC
171
FCA Corp
Texas
$3.6M +$87K +1,540 +2%
SYBT
172
Stock Yards Bank & Trust
Kentucky
$3.5M +$1.13M +19,977 +48%
DI
173
Disciplined Investments
Oklahoma
$3.5M -$401K -7,105 -10%
HIMCH
174
Hartford Investment Management Co (HIMCO)
Connecticut
$3.39M -$1.9M -33,700 -36%
AL
175
Aspiriant LLC
California
$3.31M -$293K -5,192 -8%
5 6
7
8 9