We are live on ! Find out more
JHSC icon

John Hancock Multifactor Small Cap ETF

42 hedge funds and large institutions have $364M invested in John Hancock Multifactor Small Cap ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

8% more funds holding

Funds holding: 3942 (+3)

4.8% less ownership

Funds ownership: 92.16%87.36% (-4.8%)

28% less capital invested

Capital invested by funds: $508M → $364M (-$144M)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$259M -$196M -5,904,161 -44%
SF
2
Synovus Financial
Georgia
$14.1M +$934K +28,164 +7%
UBS Group
3
UBS Group
Switzerland
$13.9M -$290K -8,737 -2%
Wells Fargo
4
Wells Fargo
California
$8.81M +$285K +8,602 +3%
Morgan Stanley
5
Morgan Stanley
New York
$8.71M -$68.3K -2,058 -0.8%
BCI
6
Brinker Capital Investments
Pennsylvania
$8.03M
Bank of America
7
Bank of America
North Carolina
$7.73M +$3.01M +90,789 +66%
BRWA
8
B. Riley Wealth Advisors
Florida
$6.22M +$664K +20,028 +12%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$5.91M -$571K -17,228 -9%
RJA
10
Raymond James & Associates
Florida
$3.98M +$1.27M +38,354 +48%
KP
11
Keel Point
Alabama
$3.77M -$954K -28,772 -21%
JFA
12
JNBA Financial Advisors
Minnesota
$2.53M +$155K +4,678 +7%
LPL Financial
13
LPL Financial
California
$2.52M +$18.2K +549 +0.7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.16M -$182K -5,483 -8%
AAS
15
Avantax Advisory Services
Texas
$1.74M -$252K -7,588 -13%
EK
16
Evensky & Katz
Florida
$1.6M -$128K -3,872 -8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.58M -$59.6K -1,796 -4%
UR
18
USCA RIA
Texas
$1.35M +$1.33M +39,945 New
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$1.26M -$118K -3,552 -9%
DAS
20
Dynamic Advisor Solutions
Arizona
$1.17M +$36.2K +1,090 +3%
NDSI
21
Newman Dignan & Sheerar Inc
Rhode Island
$1.12M +$144K +4,343 +15%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$829K +$95.5K +2,878 +13%
Osaic Holdings
23
Osaic Holdings
Arizona
$752K +$40.4K +1,219 +6%
AIFAIM
24
American Institute for Advanced Investment Management
Arizona
$660K +$34.5K +1,041 +6%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$478K +$154K +4,651 +49%

JHSC Hedge Fund Activity: Q1 2021 in Review

42 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q1 2021, worth a combined $364M — down 28% from $508M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHSC positions and 2 closed out — a net gain of 3 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $3.01M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $196M.

  • 42 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q1 2021, up from 39 in Q4 2020.
  • Funds reported $364M of John Hancock Multifactor Small Cap ETF stock for Q1 2021, down 28% quarter-over-quarter.
  • 5 funds opened new John Hancock Multifactor Small Cap ETF positions in Q1 2021 and 2 closed out, a net change of +3 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q1 2021 was Bank of America, an estimated $3.01M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q1 2021 was Manulife (Manufacturers Life Insurance), an estimated $196M sold.

Based on aggregated 13F filings for Q1 2021.