iShares MSCI EAFE Small-Cap ETF
707 hedge funds and large institutions have $5.92B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 228 reducing their positions, and 64 closing their positions.
129% more call options, than puts
Call options by funds: $656K | Put options by funds: $286K
45% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 64
17% more repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 228
2% more funds holding
Funds holding: 693 → 707 (+14)
1.14% more ownership
Funds ownership: 69.59% → 70.73% (+1.1%)
9% less capital invested
Capital invested by funds: $6.51B → $5.92B (-$587M)
30% less funds holding in top 10
Funds holding in top 10: 20 → 14 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$95.4M |
| 2 |
Citigroup
New York
|
+$89.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$48.7M |
| 4 |
Goldman Sachs
New York
|
+$21.8M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$213M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$23.4M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$14.5M |
| 4 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$11.6M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$8.73M |
SCZ Hedge Fund Activity: Q4 2024 in Review
707 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2024, worth a combined $5.92B — down 9% from $6.51B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SCZ positions and 64 closed out — a net gain of 29 holders — while 266 added to existing stakes and 228 trimmed.
The largest buyer was Bank of America, adding an estimated $95.4M. The largest seller was Jones Financial Companies, cutting an estimated $213M.
- 707 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2024, up from 693 in Q3 2024.
- Funds reported $5.92B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2024, down 9% quarter-over-quarter.
- 93 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2024 and 64 closed out, a net change of +29 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2024 was Bank of America, an estimated $95.4M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2024 was Jones Financial Companies, an estimated $213M sold.
Based on aggregated 13F filings for Q4 2024.