iShares MSCI EAFE Small-Cap ETF
477 hedge funds and large institutions have $7.01B invested in iShares MSCI EAFE Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 201 increasing their positions, 148 reducing their positions, and 30 closing their positions.
87% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 30
36% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 148
4% more funds holding
Funds holding: 459 → 477 (+18)
1% more capital invested
Capital invested by funds: $6.97B → $7.01B (+$40.5M)
2% less funds holding in top 10
Funds holding in top 10: 41 → 40 (-1)
3.7% less ownership
Funds ownership: 69.31% → 65.61% (-3.7%)
79% less call options, than puts
Call options by funds: $978K | Put options by funds: $4.62M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$98.7M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$49.4M |
| 3 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$46.9M |
| 4 |
MSL
Mackay Shields LLC
New York
|
+$26.3M |
| 5 |
NYLIM
New York Life Investment Management
New York
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$276M |
| 2 |
BlackRock
New York
|
-$101M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$27.3M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$19.7M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$19M |
SCZ Hedge Fund Activity: Q1 2018 in Review
477 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q1 2018, worth a combined $7.01B — up 0.58% from $6.97B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SCZ positions and 30 closed out — a net gain of 26 holders — while 201 added to existing stakes and 148 trimmed.
The largest buyer was Suntrust Banks, adding an estimated $98.7M. The largest seller was JP Morgan Chase, cutting an estimated $276M.
- 477 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q1 2018, up from 459 in Q4 2017.
- Funds reported $7.01B of iShares MSCI EAFE Small-Cap ETF stock for Q1 2018, up 0.58% quarter-over-quarter.
- 56 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q1 2018 and 30 closed out, a net change of +26 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q1 2018 was Suntrust Banks, an estimated $98.7M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q1 2018 was JP Morgan Chase, an estimated $276M sold.
Based on aggregated 13F filings for Q1 2018.