SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

459 hedge funds and large institutions have $6.97B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 188 increasing their positions, 97 reducing their positions, and 25 closing their positions.

Holders
459
Holders Change
+82
Holders Change %
+21.75%
% of All Funds
10.42%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.93%
New
109
Increased
188
Reduced
97
Closed
25
Calls
$600K
Puts
$1.12M
Net Calls
-$522K
Net Calls Change
+$190K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$529M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$126M
3
Jane Street
3
Jane Street
New York
$29.9M
4
PW
4
Price Wealth
Texas
$26.8M
5
Bank of America
5
Bank of America
North Carolina
$209M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BAAM
2
Baker Avenue Asset Management
California
$11.4M
3
AA
3
ALPS Advisors
Colorado
$0
4
PFA
4
Pure Financial Advisors
California
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$757M 11,737,614 -6,547 -0.1%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$704M 10,918,107 +346,459 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$596M 9,237,106 +87,418 +1%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$529M 8,197,173 +901,015 +12%
BlackRock
5
BlackRock
New York
$502M 7,787,683 +58,251 +0.8%
Creative Planning
6
Creative Planning
Kansas
$476M 7,382,167 +277,357 +4%
Bank of America
7
Bank of America
North Carolina
$209M 3,232,900 +383,883 +13%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$205M 3,175,584 +245,395 +8%
Morgan Stanley
9
Morgan Stanley
New York
$135M 2,089,887 +228,158 +12%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$126M 1,949,709 +621,503 +47%
BL
11
Balentine LLC
Georgia
$104M 1,607,227 +12,582 +0.8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$100M 1,552,275 +78,020 +5%
KP
13
Keel Point
Alabama
$87M 1,349,542 +183,784 +16%
SB
14
Suntrust Banks
Georgia
$86.9M 1,347,535 +335,724 +33%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$85.1M 1,319,346 +29,808 +2%
PPA
16
Parametric Portfolio Associates
Washington
$81.7M 1,267,199 -3,069 -0.2%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$74.3M 1,152,368 +29,452 +3%
UBS Group
18
UBS Group
Switzerland
$68.4M 1,060,330 +60,972 +6%
Franklin Resources
19
Franklin Resources
California
$62M 961,802 +56,580 +6%
Wells Fargo
20
Wells Fargo
California
$56.1M 869,265 +93,756 +12%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$55.8M 864,714 +9,579 +1%
Goldman Sachs
22
Goldman Sachs
New York
$54.5M 845,099 +66,156 +8%
IA
23
IndexIQ Advisors
New York
$54.3M 841,442 +29,339 +4%
State Street
24
State Street
Massachusetts
$53.4M 827,248 +55,977 +7%
UCFA
25
United Capital Financial Advisors
Texas
$52.3M 811,711 +34,009 +4%
1
2 3 4 5