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iShares MSCI EAFE Small-Cap ETF
SCZ

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 119 funds opening new positions, 196 increasing their positions, 262 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 51

35% more funds holding in top 10

Funds holding in top 10: 23 → 31 (+8)

29% more capital invested

Capital invested by funds: $6.39B → $8.24B (+$1.85B)

8% more funds holding

Funds holding: 631 → 683 (+52)

2.57% more ownership

Funds ownership: 70.96% → 73.52% (+2.6%)

25% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 262

96% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $77.1M

Holders
683
Holders Change
+52
Holders Change %
+8.24%
% of All Funds
10.98%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.5%
New
119
Increased
196
Reduced
262
Closed
51
Calls
$2.94M
Puts
$77.1M
Net Calls
-$74.2M
Net Calls Change
-$72M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$262M
2
Morgan Stanley
Morgan Stanley
New York
+$102M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$89.9M
4
Goldman Sachs
Goldman Sachs
New York
+$72.8M
5
KM
Kabouter Management
Illinois
+$40.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$124M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$66.3M
3
N
Nuveen
North Carolina
-$39.2M
4
AWM
AE Wealth Management
Kansas
-$31.3M
5
Truist Financial
Truist Financial
North Carolina
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
201
Atria Wealth Solutions
New York
$2.84M -$3.81K -71 -0.1%
Comerica Bank
202
Comerica Bank
Texas
$2.82M +$1.18M +22,055 +89%
SQA
203
Simon Quick Advisors
New Jersey
$2.82M -$37K -690 -1%
LF
204
Lee Financial
Texas
$2.82M -$619K -11,537 -19%
AFAS
205
Acorn Financial Advisory Services
Virginia
$2.81M -$1.97M -36,678 -42%
SPC
206
Sigma Planning Corp
Michigan
$2.78M +$231K +4,306 +10%
PA
207
Probity Advisors
Texas
$2.76M +$84.6K +1,576 +3%
STA
208
Summit Trail Advisors
New York
$2.72M – – –
CFG
209
Citizens Financial Group
Rhode Island
$2.6M -$296K -5,507 -11%
PP
210
PrairieView Partners
Minnesota
$2.6M -$88.4K -1,647 -3%
CAM
211
Cresset Asset Management
Illinois
$2.59M +$7.84K +146 +0.3%
AWM
212
AE Wealth Management
Kansas
$2.57M -$31.3M -582,942 -93%
AA
213
AlphaMark Advisors
Kentucky
$2.53M +$206K +3,835 +9%
HW
214
Hancock Whitney
Mississippi
$2.52M -$218K -4,066 -8%
MAM
215
Meeder Asset Management
Ohio
$2.51M -$82.3K -1,533 -3%
TCM
216
Telos Capital Management
California
$2.51M +$48.1K +896 +2%
RIA
217
Regal Investment Advisors
Michigan
$2.48M +$17.7K +330 +0.8%
VW
218
Vance Wealth
California
$2.48M +$131K +2,437 +6%
HWM
219
HighMark Wealth Management
Minnesota
$2.48M +$2.36M +43,875 New
LL
220
LWMG LLC
Minnesota
$2.39M +$2.27M +42,252 New
NAS
221
Nicolet Advisory Services
Wisconsin
$2.34M -$123K -2,293 -5%
CF
222
Corrigan Financial
Rhode Island
$2.29M -$19.2K -358 -0.9%
GRP
223
Global Retirement Partners
California
$2.25M +$32.3K +601 +2%
CA
224
Clearstead Advisors
Ohio
$2.21M +$797K +14,840 +61%
CAN
225
Cetera Advisor Networks
California
$2.13M +$117K +2,186 +6%
7 8
9
10 11

SCZ Hedge Fund Activity: Q4 2022 in Review

683 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2022, worth a combined $8.24B — up 29% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SCZ positions and 51 closed out — a net gain of 68 holders — while 196 added to existing stakes and 262 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $262M. The largest seller was BlackRock, cutting an estimated $124M.

  • 683 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2022, up from 631 in Q3 2022.
  • Funds reported $8.24B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 119 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2022 and 51 closed out, a net change of +68 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2022 was Jones Financial Companies, an estimated $262M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2022 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2022.