SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

327 hedge funds and large institutions have $4.13B invested in iShares MSCI EAFE Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 146 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
8.19%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
47
Increased
146
Reduced
90
Closed
31
Calls
$503K
Puts
–
Net Calls
+$503K
Net Calls Change
+$65.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$470M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$98.4M
3
TCT
3
TIAA CREF Trust
Missouri
$550M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$79.1M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$471M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$77.2M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$92.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.3M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
201
AT Bancorp
Iowa
$581K – – –
MCM
202
Manchester Capital Management
Vermont
$560K – – –
RCAG
203
Rehmann Capital Advisory Group
Michigan
$533K +$60.5K +1,213 +13%
KCPG
204
Kavar Capital Partners Group
Kansas
$530K -$6.33K -127 -1%
IPC
205
Independent Portfolio Consultants
Florida
$509K -$30.9K -620 -6%
CL
206
CPWM LLC
Washington
$507K +$21.3K +427 +4%
NHC
207
Nicholas Hoffman & Company
Georgia
$492K +$492K +9,807 New
QCG
208
Quadrant Capital Group
Ohio
$480K – – –
LYV
209
Live Your Vision
Pennsylvania
$474K +$23K +461 +5%
VFA
210
Voya Financial Advisors
Connecticut
$474K +$276K +5,554 +139%
BFEC
211
Benjamin F. Edwards & Company
Missouri
$453K -$7.92K -159 -2%
PA
212
Paracle Advisors
Washington
$437K -$22K -441 -5%
NFG
213
Next Financial Group
Texas
$434K -$12.9K -259 -3%
WI
214
WrapManager Inc
California
$423K -$34K -683 -7%
SFA
215
Sequoia Financial Advisors
Ohio
$423K +$74.2K +1,489 +21%
WCM
216
Wealthcare Capital Management
Virginia
$413K +$38K +761 +10%
RBC
217
Ronald Blue & Co
Georgia
$410K -$83.7K -1,679 -17%
CWM
218
Cornerstone Wealth Management
Missouri
$410K +$27.8K +554 +7%
OC
219
Oppenheimer & Co
New York
$410K +$134K +2,685 +49%
CIM
220
Cambria Investment Management
California
$401K -$200K -4,019 -33%
CS
221
Comerica Securities
Michigan
$394K +$18.4K +370 +5%
CFP
222
Cornerstone Financial Partners
North Carolina
$393K -$11.2K -226 -3%
AIA
223
Allegis Investment Advisors
Idaho
$388K -$1.31M -26,297 -77%
KM
224
Kalos Management
Georgia
$385K -$76.4K -1,534 -17%
WP
225
WealthSource Partners
California
$369K +$38.5K +772 +12%
7 8
9
10 11