iShares MSCI EAFE Small-Cap ETF
SCZ
650 hedge funds and large institutions have $7.53B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 209 increasing their positions, 266 reducing their positions, and 53 closing their positions.
38% more call options, than puts
Call options by funds: $1.32M | Put options by funds: $954K
1.36% more ownership
Funds ownership: 72.82% → 74.18% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 25 → 25 (0)
3% less capital invested
Capital invested by funds: $7.74B → $7.53B (-$211M)
3% less funds holding
Funds holding: 667 → 650 (-17)
21% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 53
21% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 266
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$64.5M |
| 2 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$41.6M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
+$40.6M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$30.7M |
| 5 |
Jane Street
New York
|
+$21.9M |
Top Sellers
SCZ Hedge Fund Activity: Q3 2023 in Review
650 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q3 2023, worth a combined $7.53B — down 2.7% from $7.74B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of SCZ and 42 opened new positions — a net loss of 11 holders — while 266 trimmed existing stakes and 209 added.
The largest buyer was Fidelity Investments, adding an estimated $64.5M. The largest seller was Wellington Management Group, cutting an estimated $33.2M.
- 650 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q3 2023, down from 667 in Q2 2023.
- Funds reported $7.53B of iShares MSCI EAFE Small-Cap ETF stock for Q3 2023, down 2.7% quarter-over-quarter.
- 42 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q3 2023 and 53 closed out, a net change of -11 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q3 2023 was Fidelity Investments, an estimated $64.5M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q3 2023 was Wellington Management Group, an estimated $33.2M sold.
Based on aggregated 13F filings for Q3 2023.