SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

698 hedge funds and large institutions have $5.92B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 63 closing their positions.

Holders
698
Holders Change
+10
Holders Change %
+1.45%
% of All Funds
9.3%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
88
Increased
262
Reduced
228
Closed
63
Calls
$656K
Puts
$286K
Net Calls
+$370K
Net Calls Change
-$110K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$203M
2
Citigroup
2
Citigroup
New York
$88.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$272M
4
Goldman Sachs
4
Goldman Sachs
New York
$218M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$55M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$590M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$95.4M
3
Mariner
3
Mariner
Kansas
$9.07M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$31.8M
5
Creative Planning
5
Creative Planning
Kansas
$285M
Name Market Value Shares Shares
Change 		Shares
Change %
AL
151
Aspiriant LLC
California
$3.48M 57,260 +71 +0.1%
SEI Investments
152
SEI Investments
Pennsylvania
$3.37M 55,402 +25,977 +88%
ORL
153
Oak Root LLC
California
$3.34M 55,010 +55,010 New
TWP
154
Total Wealth Planning
Ohio
$3.27M 53,749 -705 -1%
PFBT
155
Parkside Financial Bank & Trust
Missouri
$3.2M 52,741 +1,351 +3%
KPWS
156
Kestra Private Wealth Services
Texas
$3.2M 52,740 -115 -0.2%
AOI
157
Auto-Owners Insurance
Michigan
$3.18M 52,300 – –
WIA
158
World Investment Advisors
California
$3.15M 51,776 -2,259 -4%
Allspring Global Investments
159
Allspring Global Investments
North Carolina
$3.08M 50,785 -14,574 -22%
FWMP
160
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.02M 49,713 +49,713 New
NB
161
NBT Bank
New York
$2.97M 48,967 -860 -2%
BCWM
162
Bartlett & Co Wealth Management
Ohio
$2.97M 48,910 -1,225 -2%
HW
163
Hancock Whitney
Mississippi
$2.96M 48,672 +4,843 +11%
RIA
164
Regal Investment Advisors
Michigan
$2.95M 48,546 +840 +2%
PIFP
165
Partners in Financial Planning
Virginia
$2.93M 48,264 +740 +2%
AIM
166
Acropolis Investment Management
Missouri
$2.9M 47,795 -2,038 -4%
GWA
167
Genesis Wealth Advisors
Massachusetts
$2.89M 47,631 +47,631 New
OAM
168
Oppenheimer Asset Management
New York
$2.84M 46,677 +5,266 +13%
NFP
169
Narus Financial Partners
Utah
$2.82M 46,443 -514 -1%
MC
170
Martin & Co
Tennessee
$2.74M 45,120 -1,574 -3%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$2.71M 44,611 -5,735 -11%
DI
172
Disciplined Investments
Oklahoma
$2.7M 44,444 +809 +2%
RWPA
173
Richard W. Paul & Associates
Michigan
$2.67M 43,969 +1,136 +3%
CFC
174
Coyle Financial Counsel
Illinois
$2.65M 43,551 -1,716 -4%
CP
175
Creekside Partners
California
$2.6M 42,789 +538 +1%
5 6
7
8 9