iShares MSCI EAFE Small-Cap ETF
631 hedge funds and large institutions have $6.39B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 237 increasing their positions, 233 reducing their positions, and 75 closing their positions.
2.42% more ownership
Funds ownership: 68.53% → 70.96% (+2.4%)
2% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 233
5% less funds holding
Funds holding: 666 → 631 (-35)
10% less capital invested
Capital invested by funds: $7.12B → $6.39B (-$725M)
12% less funds holding in top 10
Funds holding in top 10: 26 → 23 (-3)
39% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 75
51% less call options, than puts
Call options by funds: $2.02M | Put options by funds: $4.14M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$98.1M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$58.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$47.6M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$31.2M |
| 5 |
WTB
Washington Trust Bank
Spokane,
Washington
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$190M |
| 2 |
Jane Street
New York
|
-$47.3M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$38.5M |
| 4 |
BWM
Brickley Wealth Management
San Mateo,
California
|
-$21.9M |
| 5 |
SWM
Southern Wealth Management
Dallas,
Texas
|
-$12.7M |
SCZ Hedge Fund Activity: Q3 2022 in Review
631 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q3 2022, worth a combined $6.39B — down 10% from $7.12B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of SCZ and 46 opened new positions — a net loss of 29 holders — while 233 trimmed existing stakes and 237 added.
The largest buyer was BlackRock, adding an estimated $98.1M. The largest seller was Bank of New York Mellon, cutting an estimated $190M.
- 631 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q3 2022, down from 666 in Q2 2022.
- Funds reported $6.39B of iShares MSCI EAFE Small-Cap ETF stock for Q3 2022, down 10% quarter-over-quarter.
- 46 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q3 2022 and 75 closed out, a net change of -29 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q3 2022 was BlackRock, an estimated $98.1M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q3 2022 was Bank of New York Mellon, an estimated $190M sold.
Based on aggregated 13F filings for Q3 2022.