iShares MSCI EAFE Small-Cap ETF
698 hedge funds and large institutions have $9.55B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 256 increasing their positions, 245 reducing their positions, and 80 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 245
3% less funds holding in top 10
Funds holding in top 10: 39 → 38 (-1)
2.68% less ownership
Funds ownership: 72.45% → 69.77% (-2.7%)
3% less funds holding
Funds holding: 721 → 698 (-23)
14% less capital invested
Capital invested by funds: $11.1B → $9.55B (-$1.51B)
16% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 80
93% less call options, than puts
Call options by funds: $590K | Put options by funds: $8.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$278M |
| 2 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$58M |
| 3 |
Bank of New York Mellon
New York
|
+$53.7M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$34.7M |
| 5 |
SWM
Southern Wealth Management
Dallas,
Texas
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$326M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$198M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
-$123M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$93.3M |
| 5 |
JP Morgan Chase
New York
|
-$76.3M |
SCZ Hedge Fund Activity: Q1 2022 in Review
698 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q1 2022, worth a combined $9.55B — down 14% from $11.1B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of SCZ and 67 opened new positions — a net loss of 13 holders — while 245 trimmed existing stakes and 256 added.
The largest buyer was Jane Street, adding an estimated $278M. The largest seller was Jones Financial Companies, cutting an estimated $326M.
- 698 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q1 2022, down from 721 in Q4 2021.
- Funds reported $9.55B of iShares MSCI EAFE Small-Cap ETF stock for Q1 2022, down 14% quarter-over-quarter.
- 67 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q1 2022 and 80 closed out, a net change of -13 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q1 2022 was Jane Street, an estimated $278M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q1 2022 was Jones Financial Companies, an estimated $326M sold.
Based on aggregated 13F filings for Q1 2022.