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iShares MSCI Japan Small-Cap ETF
SCJ

40 hedge funds and large institutions have $141M invested in iShares MSCI Japan Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $133M → $141M (+$8.35M)

4.95% less ownership

Funds ownership: 59.14% → 54.2% (-4.9%)

27% less funds holding

Funds holding: 55 → 40 (-15)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

71% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 21

Holders
40
Holders Change
-15
Holders Change %
-27.27%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
9
Reduced
13
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$73.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.23M
3
BFA
Beaumont Financial Advisors
Massachusetts
+$3.08M
4
CRC
Curi RMB Capital
Illinois
+$1.86M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$9.03M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.48M
3
X
Xponance
Pennsylvania
-$6.18M
4
DF
Donoghue Forlines
Massachusetts
-$5.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$5.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$97K +$7.01K +99 +7%
IA
27
IFP Advisors
Florida
$80K -$161K -2,280 -65%
PCP
28
Proficio Capital Partners
Massachusetts
$65K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$46K -$250K -3,526 -83%
ASN
30
Advisory Services Network
Georgia
$26K +$28.4K +402 New
AIA
31
Armor Investment Advisors
North Carolina
$23K – – –
FC
32
Ferris Capital
Massachusetts
$22K – – –
PW
33
Price Wealth
Texas
$18K – – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$14K +$15.6K +221 New
CFGS
35
Concourse Financial Group Securities
Alabama
$7K -$1.69M -23,832 -100%
Citigroup
36
Citigroup
New York
$5K – – –
William Blair & Company
37
William Blair & Company
Illinois
$4K – – –
APA
38
American Portfolios Advisors
New York
$3.66K – – –
GWM
39
Geneos Wealth Management
Colorado
$2K -$1.71M -24,167 -100%
CWM
40
Cornerstone Wealth Management
Missouri
– -$4.99M -368,738 Closed
Victory Capital Management
41
Victory Capital Management
Texas
– -$9.03M -115,736 Closed
DF
42
Donoghue Forlines
Massachusetts
– -$5.4M -69,264 Closed
FTUS
43
Flow Traders U.S.
New York
– -$1.11M -14,196 Closed
AI
44
Atria Investments
North Carolina
– -$776K -9,950 Closed
KeyBank National Association
45
KeyBank National Association
Ohio
– -$693K -8,888 Closed
CA
46
Cumberland Advisors
Florida
– -$542K -6,950 Closed
IFS
47
Ifrah Financial Services
Arkansas
– -$521K -6,679 Closed
HIIFS
48
Harel Insurance Investments & Financial Services
Israel
– -$468K -6,000 Closed
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
– -$441K -5,652 Closed
HF
50
HRT Financial
New York
– -$318K -4,088 Closed
1
2
3

SCJ Hedge Fund Activity: Q4 2018 in Review

40 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Japan Small-Cap ETF (SCJ) for Q4 2018, worth a combined $141M — up 6.3% from $133M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SCJ and 6 opened new positions — a net loss of 15 holders — while 13 trimmed existing stakes and 9 added.

The largest buyer was AssetMark Inc, adding an estimated $73.9M. The largest seller was Victory Capital Management, exiting entirely with an estimated $9.03M sold.

  • 40 institutional investors held iShares MSCI Japan Small-Cap ETF (SCJ) as of Q4 2018, down from 55 in Q3 2018.
  • Funds reported $141M of iShares MSCI Japan Small-Cap ETF stock for Q4 2018, up 6.3% quarter-over-quarter.
  • 6 funds opened new iShares MSCI Japan Small-Cap ETF positions in Q4 2018 and 21 closed out, a net change of -15 holders.
  • The largest iShares MSCI Japan Small-Cap ETF buyer in Q4 2018 was AssetMark Inc, an estimated $73.9M added.
  • The largest iShares MSCI Japan Small-Cap ETF seller in Q4 2018 was Victory Capital Management, an estimated $9.03M sold.

Based on aggregated 13F filings for Q4 2018.