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iShares MSCI EAFE Small-Cap ETF
SCZ

681 hedge funds and large institutions have $7.08B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 198 increasing their positions, 273 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 707 → 681 (-26)

3.78% less ownership

Funds ownership: 74.45% → 70.68% (-3.8%)

7% less capital invested

Capital invested by funds: $7.59B → $7.08B (-$505M)

23% less funds holding in top 10

Funds holding in top 10: 26 → 20 (-6)

27% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 60

27% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 273

45% less call options, than puts

Call options by funds: $798K | Put options by funds: $1.44M

Holders
681
Holders Change
-26
Holders Change %
-3.68%
% of All Funds
9.81%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
44
Increased
198
Reduced
273
Closed
60
Calls
$798K
Puts
$1.44M
Net Calls
-$646K
Net Calls Change
+$50.7M

Top Buyers

1
Jane Street
Jane Street
New York
+$179M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$48.8M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$45.5M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$25.3M
5
OMC
Old Mission Capital
Illinois
+$13.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$391M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$226M
3
WTB
Washington Trust Bank
Washington
-$86.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$69.9M
5
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
201
Central Bank & Trust
Kentucky
$2.66M -$2.73M -44,591 -52%
BPA
202
Beacon Pointe Advisors
California
$2.63M -$2.61M -42,696 -51%
APG
203
Abacus Planning Group
South Carolina
$2.56M -$33.5K -547 -1%
Millennium Management
204
Millennium Management
New York
$2.53M +$2.45M +40,014 New
BW
205
BIP Wealth
Georgia
$2.53M -$109K -1,781 -4%
PP
206
PrairieView Partners
Minnesota
$2.52M -$4.04K -66 -0.2%
FCAM
207
First Citizens Asset Management
North Carolina
$2.52M +$864K +14,132 +55%
RWPA
208
Richard W. Paul & Associates
Michigan
$2.51M +$8.26K +135 +0.3%
EPM
209
Elm Partners Management
Pennsylvania
$2.51M – – –
PCM
210
Pointe Capital Management
Michigan
$2.51M +$65.6K +1,072 +3%
CFG
211
Citizens Financial Group
Rhode Island
$2.47M -$81.6K -1,334 -3%
CF
212
Corrigan Financial
Rhode Island
$2.4M -$72.2K -1,181 -3%
IWM
213
IHT Wealth Management
Illinois
$2.34M +$13.2K +216 +0.6%
FWMM
214
Foundation Wealth Management (Missouri)
Missouri
$2.27M -$175K -2,868 -7%
BHWA
215
Beacon Harbor Wealth Advisors
Virginia
$2.24M +$62.3K +1,018 +3%
FAM
216
Frontier Asset Management
Wyoming
$2.21M -$107K -1,743 -5%
RWP
217
RWA Wealth Partners
Massachusetts
$2.21M -$4.87M -79,697 -70%
DAS
218
Dynamic Advisor Solutions
Arizona
$2.19M +$27.8K +454 +1%
OAM
219
Oppenheimer Asset Management
New York
$2.17M -$8.48M -138,634 -80%
CAM
220
Cresset Asset Management
Illinois
$2.15M -$46.8K -765 -2%
AFTS
221
American Financial & Tax Strategies
New York
$2.12M +$8.01K +131 +0.4%
DSA
222
Droms Strauss Advisors
Missouri
$2.11M +$24.2K +395 +1%
SQA
223
Simon Quick Advisors
New Jersey
$2.09M -$555K -9,070 -22%
PP
224
Prosperity Planning
Missouri
$2.07M +$46.8K +765 +2%
EWM
225
Endowment Wealth Management
Wisconsin
$2.05M +$216K +3,527 +12%
7 8
9
10 11

SCZ Hedge Fund Activity: Q1 2024 in Review

681 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q1 2024, worth a combined $7.08B — down 6.7% from $7.59B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SCZ and 44 opened new positions — a net loss of 16 holders — while 273 trimmed existing stakes and 198 added.

The largest buyer was Jane Street, adding an estimated $179M. The largest seller was Morgan Stanley, cutting an estimated $391M.

  • 681 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q1 2024, down from 707 in Q4 2023.
  • Funds reported $7.08B of iShares MSCI EAFE Small-Cap ETF stock for Q1 2024, down 6.7% quarter-over-quarter.
  • 44 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q1 2024 and 60 closed out, a net change of -16 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q1 2024 was Jane Street, an estimated $179M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $391M sold.

Based on aggregated 13F filings for Q1 2024.