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iShares MSCI Europe Small-Cap ETF

52 hedge funds and large institutions have $75.7M invested in iShares MSCI Europe Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

46% more capital invested

Capital invested by funds: $52M → $75.7M (+$23.7M)

18% more funds holding

Funds holding: 4452 (+8)

13.45% more ownership

Funds ownership: 47.79%61.25% (+13%)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$266K -$16.5K -326 -6%
CFG
27
Citizens Financial Group
Rhode Island
$257K +$231K +4,565 New
IWM
28
IHT Wealth Management
Illinois
$253K -$24.1K -475 -10%
PAG
29
Private Advisor Group
New Jersey
$252K -$8.61K -170 -4%
FA
30
Financial Alternatives
California
$245K
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$245K +$220K +4,354 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$180K -$101K -2,003 -38%
SCM
33
Silvant Capital Management
Georgia
$155K
SPIA
34
Steward Partners Investment Advisory
New York
$83K
T
35
Tidemark
California
$76.5K +$68.9K +1,361 New
Barclays
36
Barclays
United Kingdom
$74.2K
ASBI
37
American State Bank (Iowa)
Iowa
$56.8K
EDRH
38
Edmond de Rothschild Holding
Switzerland
$36.5K
Osaic Holdings
39
Osaic Holdings
Arizona
$35.5K -$12.3K -243 -28%
ASN
40
Advisory Services Network
Georgia
$30.9K +$27.9K +550 New
FFA
41
Frazier Financial Advisors
Ohio
$21.1K +$19K +376 New
LF
42
Lee Financial
Texas
$19.4K -$20.8K -410 -54%
KA
43
Kozak & Associates
Colorado
$18.3K -$23.4K -463 -58%
Comerica Bank
44
Comerica Bank
Texas
$15.7K -$203 -4 -1%
Amundi
45
Amundi
France
$10.3K
DF
46
Dunhill Financial
United Kingdom
$6.37K +$6.33K +125 New
JFG
47
JDM Financial Group
Texas
$6.06K +$51 +1 +0.9%
FFA
48
Farther Finance Advisors
California
$5K
PTC
49
Private Trust Company
Ohio
$3.71K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$2.81K +$2.53K +50 New

IEUS Hedge Fund Activity: Q4 2023 in Review

52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Europe Small-Cap ETF (IEUS) for Q4 2023, worth a combined $75.7M — up 46% from $52M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IEUS positions and 4 closed out — a net gain of 8 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.1M. The largest seller was Courier Capital, cutting an estimated $1.24M.

  • 52 institutional investors held iShares MSCI Europe Small-Cap ETF (IEUS) as of Q4 2023, up from 44 in Q3 2023.
  • Funds reported $75.7M of iShares MSCI Europe Small-Cap ETF stock for Q4 2023, up 46% quarter-over-quarter.
  • 12 funds opened new iShares MSCI Europe Small-Cap ETF positions in Q4 2023 and 4 closed out, a net change of +8 holders.
  • The largest iShares MSCI Europe Small-Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $8.1M added.
  • The largest iShares MSCI Europe Small-Cap ETF seller in Q4 2023 was Courier Capital, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2023.