We are live on ! Find out more
SCJ icon

iShares MSCI Japan Small-Cap ETF

57 hedge funds and large institutions have $186M invested in iShares MSCI Japan Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

8% more funds holding

Funds holding: 5357 (+4)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

4% more capital invested

Capital invested by funds: $180M → $186M (+$6.68M)

9.77% less ownership

Funds ownership: 59.25%49.48% (-9.8%)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
17
Increased
14
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$50.1M -$2.77M -34,100 -5%
Morgan Stanley
2
Morgan Stanley
New York
$31.7M +$14.3M +175,616 +83%
VIM
3
VCU Investment Management
Virginia
$17.1M +$17M +209,042 New
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.8M +$7.45M +91,664 +103%
Bank of America
5
Bank of America
North Carolina
$9.75M +$966K +11,880 +11%
X
6
Xponance
Pennsylvania
$8.56M -$195K -2,402 -2%
EGPO
7
EnTrust Global Partners Offshore
New York
$6.87M +$6.82M +83,900 New
Victory Capital Management
8
Victory Capital Management
Texas
$6.11M +$2.58M +31,715 +74%
DF
9
Donoghue Forlines
Massachusetts
$5.03M -$4.41M -54,220 -47%
Goldman Sachs
10
Goldman Sachs
New York
$3.65M +$2.64M +32,498 +270%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$3.6M
CI
12
Cavalier Investments
Georgia
$3.56M +$3.53M +43,439 New
BFA
13
Beaumont Financial Advisors
Massachusetts
$3.31M +$3.28M +40,371 New
MP
14
Manifold Partners
California
$2.78M -$1.72M -21,161 -38%
UBS Group
15
UBS Group
Switzerland
$1.91M +$881K +10,840 +87%
Wells Fargo
16
Wells Fargo
California
$1.7M +$91.6K +1,127 +6%
MWM
17
Merriman Wealth Management
Washington
$1.44M -$2.11K -26 -0.1%
RC
18
Roundview Capital
New Jersey
$1.4M -$110K -1,350 -7%
SCI
19
S&CO Inc
Massachusetts
$1.23M
HSBC Holdings
20
HSBC Holdings
United Kingdom
$1.16M
GWM
21
Geneos Wealth Management
Colorado
$1.1M +$163K +2,008 +18%
MML Investors Services
22
MML Investors Services
Massachusetts
$917K -$1.24M -15,304 -58%
AI
23
Atria Investments
North Carolina
$904K +$898K +11,041 New
LPL Financial
24
LPL Financial
California
$768K +$174K +2,139 +30%
KeyBank National Association
25
KeyBank National Association
Ohio
$639K +$38.1K +468 +6%

SCJ Hedge Fund Activity: Q1 2018 in Review

57 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Japan Small-Cap ETF (SCJ) for Q1 2018, worth a combined $186M — up 3.7% from $180M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SCJ positions and 12 closed out — a net gain of 5 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was VCU Investment Management, opening a new position worth an estimated $17M. The largest seller was Jane Street, exiting entirely with an estimated $14.3M sold.

  • 57 institutional investors held iShares MSCI Japan Small-Cap ETF (SCJ) as of Q1 2018, up from 53 in Q4 2017.
  • Funds reported $186M of iShares MSCI Japan Small-Cap ETF stock for Q1 2018, up 3.7% quarter-over-quarter.
  • 17 funds opened new iShares MSCI Japan Small-Cap ETF positions in Q1 2018 and 12 closed out, a net change of +5 holders.
  • The largest iShares MSCI Japan Small-Cap ETF buyer in Q1 2018 was VCU Investment Management, an estimated $17M added.
  • The largest iShares MSCI Japan Small-Cap ETF seller in Q1 2018 was Jane Street, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2018.