iShares MSCI EAFE Small-Cap ETF
377 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 103 reducing their positions, and 22 closing their positions.
100% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 22
59% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 103
20% more funds holding in top 10
Funds holding in top 10: 30 → 36 (+6)
14% more capital invested
Capital invested by funds: $5.53B → $6.31B (+$783M)
5% more funds holding
Funds holding: 360 → 377 (+17)
0.27% more ownership
Funds ownership: 65.96% → 66.22% (+0.27%)
59% less call options, than puts
Call options by funds: $490K | Put options by funds: $1.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$90.7M |
| 2 |
KP
Keel Point
Huntsville,
Alabama
|
+$69.7M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$34.1M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$33.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$45.1M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$28.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.6M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$8.78M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.3M |
SCZ Hedge Fund Activity: Q3 2017 in Review
377 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q3 2017, worth a combined $6.31B — up 14% from $5.53B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SCZ positions and 22 closed out — a net gain of 22 holders — while 164 added to existing stakes and 103 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $90.7M. The largest seller was Jane Street, exiting entirely with an estimated $45.1M sold.
- 377 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q3 2017, up from 360 in Q2 2017.
- Funds reported $6.31B of iShares MSCI EAFE Small-Cap ETF stock for Q3 2017, up 14% quarter-over-quarter.
- 44 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q3 2017 and 22 closed out, a net change of +22 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $90.7M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q3 2017 was Jane Street, an estimated $45.1M sold.
Based on aggregated 13F filings for Q3 2017.