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iShares MSCI Japan Small-Cap ETF
SCJ

29 hedge funds and large institutions have $93.4M invested in iShares MSCI Japan Small-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

66% more capital invested

Capital invested by funds: $56.3M → $93.4M (+$37.1M)

21% more funds holding

Funds holding: 24 → 29 (+5)

9.54% more ownership

Funds ownership: 56.67% → 66.22% (+9.5%)

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$44.7M
2
Morgan Stanley
Morgan Stanley
New York
+$3.5M
3
Jane Street
Jane Street
New York
+$2.23M
4
VKH
Virtu KCG Holdings
New York
+$1.67M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$827K

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$12.7M
2
Wells Fargo
Wells Fargo
California
-$1.84M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$423K
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$163K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$44.7M +$44.7M +823,067 New
Bessemer Group
2
Bessemer Group
New Jersey
$9.49M – – –
Morgan Stanley
3
Morgan Stanley
New York
$9.03M +$3.5M +64,513 +63%
Lazard Asset Management
4
Lazard Asset Management
New York
$6.2M -$12.7M -233,858 -67%
Bank of America
5
Bank of America
North Carolina
$4.92M +$325K +5,989 +7%
Wells Fargo
6
Wells Fargo
California
$4.56M -$1.84M -33,935 -29%
Jane Street
7
Jane Street
New York
$3.76M +$2.23M +41,063 +145%
VKH
8
Virtu KCG Holdings
New York
$1.89M +$1.67M +30,763 +751%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.86M -$423K -7,785 -18%
AllianceBernstein
10
AllianceBernstein
Tennessee
$1.16M – – –
U
11
UBS
Switzerland
$922K +$212K +3,911 +30%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$881K +$827K +15,234 +1,523%
SCI
13
S&CO Inc
Massachusetts
$814K – – –
HSBC Holdings
14
HSBC Holdings
United Kingdom
$771K -$163K -3,000 -17%
BCI
15
Brinker Capital Investments
Pennsylvania
$706K – – –
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$624K – – –
LPL Financial
17
LPL Financial
California
$417K +$43.5K +801 +12%
CCA
18
Checchi Capital Advisers
California
$299K +$299K +5,511 New
YMRC
19
Yorktown Management & Research Company
Virginia
$244K – – –
CDIA
20
Capital Directions Investment Advisors
Georgia
$74K – – –
US Bancorp
21
US Bancorp
Minnesota
$41K – – –
Creative Planning
22
Creative Planning
Kansas
$27K – – –
Citigroup
23
Citigroup
New York
$21K – – –
JFA
24
JNBA Financial Advisors
Minnesota
$13K +$6.51K +120 +100%
Ameriprise
25
Ameriprise
Minnesota
$11K +$10.9K +200 New
1
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SCJ Hedge Fund Activity: Q4 2013 in Review

29 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Japan Small-Cap ETF (SCJ) for Q4 2013, worth a combined $93.4M — up 66% from $56.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SCJ positions and 0 closed out — a net gain of 6 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $44.7M. The largest seller was Lazard Asset Management, cutting an estimated $12.7M.

  • 29 institutional investors held iShares MSCI Japan Small-Cap ETF (SCJ) as of Q4 2013, up from 24 in Q3 2013.
  • Funds reported $93.4M of iShares MSCI Japan Small-Cap ETF stock for Q4 2013, up 66% quarter-over-quarter.
  • 6 funds opened new iShares MSCI Japan Small-Cap ETF positions in Q4 2013 and 0 closed out, a net change of +6 holders.
  • The largest iShares MSCI Japan Small-Cap ETF buyer in Q4 2013 was Franklin Resources, an estimated $44.7M added.
  • The largest iShares MSCI Japan Small-Cap ETF seller in Q4 2013 was Lazard Asset Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2013.