SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

646 hedge funds and large institutions have $10.9B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 247 increasing their positions, 203 reducing their positions, and 34 closing their positions.

Holders
646
Holders Change
+16
Holders Change %
+2.54%
% of All Funds
11.35%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.67%
New
58
Increased
247
Reduced
203
Closed
34
Calls
$938K
Puts
$8.63M
Net Calls
-$7.7M
Net Calls Change
-$2.33M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.63B
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$392M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$946M
4
APF
4
Alaska Permanent Fund
Alaska
$58.9M
5
BlackRock
5
BlackRock
New York
$241M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$96.2M
2
KM
2
Kabouter Management
Illinois
$6.59M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
EWA
4
Exencial Wealth Advisors
Oklahoma
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.63B 34,040,007 +20,257,368 +147%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$946M 12,708,993 +1,642,168 +15%
TF
3
TIAA FSB
Florida
$875M 11,753,676 +45,044 +0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$410M 5,507,984 +134,056 +2%
Bank of America
5
Bank of America
North Carolina
$393M 5,287,218 -111,151 -2%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$392M 5,265,236 +5,265,236 New
Creative Planning
7
Creative Planning
Kansas
$334M 4,494,128 +54,544 +1%
BlackRock
8
BlackRock
New York
$241M 3,243,329 +188,427 +6%
MMI
9
Matson Money Inc
Ohio
$227M 3,055,010 – –
Morgan Stanley
10
Morgan Stanley
New York
$204M 2,738,014 +86,179 +3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$181M 2,434,920 -17,283 -0.7%
Natixis Advisors
12
Natixis Advisors
Massachusetts
$165M 2,215,004 +114,205 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$163M 2,192,310 -71,601 -3%
Goldman Sachs
14
Goldman Sachs
New York
$136M 1,830,195 -7,017 -0.4%
RBA
15
Richard Bernstein Advisors
New York
$131M 1,765,177 +113,169 +7%
UBS Group
16
UBS Group
Switzerland
$120M 1,611,903 -185,028 -10%
Ameriprise
17
Ameriprise
Minnesota
$118M 1,583,866 +65,254 +4%
Truist Financial
18
Truist Financial
North Carolina
$113M 1,521,780 -98,095 -6%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$111M 1,487,267 +43,339 +3%
Northern Trust
20
Northern Trust
Illinois
$99.5M 1,337,574 +44,257 +3%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$96.2M 1,293,430 -1,279,270 -50%
Citigroup
22
Citigroup
New York
$74.5M 1,000,612 -19,373 -2%
WSFS
23
Wilmington Savings Fund Society
Delaware
$73.7M 990,571 +39,281 +4%
State Street
24
State Street
Massachusetts
$64M 859,547 -38,533 -4%
MWM
25
Modera Wealth Management
New Jersey
$61.5M 826,738 +7,211 +0.9%
1
2 3 4 5