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iShares MSCI Japan Small-Cap ETF

26 hedge funds and large institutions have $22.5M invested in iShares MSCI Japan Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

24% more funds holding

Funds holding: 2126 (+5)

22% more capital invested

Capital invested by funds: $18.5M → $22.5M (+$4.03M)

7.49% more ownership

Funds ownership: 30.83%38.32% (+7.5%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
4
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$5.85M +$5.5M +79,705 New
MAM
2
Madison Asset Management
Wisconsin
$5.23M -$150K -2,173 -3%
Citadel Advisors
3
Citadel Advisors
Florida
$3.68M +$2.55M +36,881 +279%
Morgan Stanley
4
Morgan Stanley
New York
$3.56M -$843K -12,215 -20%
SCI
5
S&CO Inc
Massachusetts
$1.1M
HSBC Holdings
6
HSBC Holdings
United Kingdom
$514K
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$389K +$366K +5,301 New
HighTower Advisors
8
HighTower Advisors
Illinois
$339K +$318K +4,602 New
Bank of America
9
Bank of America
North Carolina
$335K +$11K +159 +4%
First Manhattan
10
First Manhattan
New York
$330K
WAS
11
Wealth Advisory Solutions
Indiana
$238K
OMC
12
Old Mission Capital
Illinois
$212K +$199K +2,883 New
CFGS
13
Concourse Financial Group Securities
Alabama
$174K +$164K +2,370 New
Wells Fargo
14
Wells Fargo
California
$110K -$6.08K -88 -6%
CWM
15
Cedar Wealth Management
California
$93K +$45.7K +662 +110%
CG
16
Cutler Group
California
$80K +$76K +1,100 New
Osaic Holdings
17
Osaic Holdings
Arizona
$71K +$64.7K +937 +3,023%
LWM
18
Liberty Wealth Management
California
$55K +$51.8K +750 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$52K
JP Morgan Chase
20
JP Morgan Chase
New York
$28K +$26.2K +379 New
AIA
21
Armor Investment Advisors
North Carolina
$20K +$18.6K +269 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$15K -$69 -1 -0.5%
UBS Group
23
UBS Group
Switzerland
$15K
GRP
24
Global Retirement Partners
California
$7K
SPIA
25
Steward Partners Investment Advisory
New York
$7K

SCJ Hedge Fund Activity: Q3 2020 in Review

26 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Japan Small-Cap ETF (SCJ) for Q3 2020, worth a combined $22.5M — up 22% from $18.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SCJ positions and 4 closed out — a net gain of 5 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.5M. The largest seller was Jane Street, exiting entirely with an estimated $3.34M sold.

  • 26 institutional investors held iShares MSCI Japan Small-Cap ETF (SCJ) as of Q3 2020, up from 21 in Q2 2020.
  • Funds reported $22.5M of iShares MSCI Japan Small-Cap ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 9 funds opened new iShares MSCI Japan Small-Cap ETF positions in Q3 2020 and 4 closed out, a net change of +5 holders.
  • The largest iShares MSCI Japan Small-Cap ETF buyer in Q3 2020 was RWA Wealth Partners, an estimated $5.5M added.
  • The largest iShares MSCI Japan Small-Cap ETF seller in Q3 2020 was Jane Street, an estimated $3.34M sold.

Based on aggregated 13F filings for Q3 2020.