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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$73.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.23M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$3.08M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.86M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$9.03M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.48M |
| 3 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$6.18M |
| 4 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$5.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Prudential Financial
Newark,
New Jersey
| – | -$286K | -3,672 | Closed |
|
52
SG Americas Securities
New York
| – | -$275K | -3,521 | Closed |
|
53
CIBC World Market
Toronto,
Ontario, Canada
| – | -$245K | -3,135 | Closed |
|
54
JP Morgan Chase
New York
| – | -$241K | -3,088 | Closed |
|
55
LPL Financial
San Diego,
California
| – | -$231K | -2,959 | Closed |
|
|
ACP
56
Aveo Capital Partners
Englewood,
Colorado
| – | -$212K | -2,913 | Closed |
|
|
S
57
SignatureFD
Atlanta,
Georgia
| – | -$140K | -1,800 | Closed |
|
|
PCG
58
Private Capital Group
West Hartford,
Connecticut
| – | -$25K | -333 | Closed |
|
59
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$8K | -103 | Closed |
|
|
SPIA
60
Steward Partners Investment Advisory
New York
| – | -$8K | -100 | Closed |
|
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.