iShares MSCI EAFE Small-Cap ETF
316 hedge funds and large institutions have $3.66B invested in iShares MSCI EAFE Small-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 24 closing their positions.
45% more call options, than puts
Call options by funds: $308K | Put options by funds: $213K
17% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 24
12% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 115
7% more capital invested
Capital invested by funds: $3.42B → $3.66B (+$244M)
6.67% more ownership
Funds ownership: 61.04% → 67.71% (+6.7%)
0% more funds holding
Funds holding: 316 → 316 (0)
7% less funds holding in top 10
Funds holding in top 10: 28 → 26 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$347M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
+$46.1M |
| 3 |
Jane Street
New York
|
+$39.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$26M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$27.2M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$19.4M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$18.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.2M |
| 5 |
LI
LVZ Inc
Holland,
Michigan
|
-$10M |
SCZ Hedge Fund Activity: Q2 2016 in Review
316 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q2 2016, worth a combined $3.66B — up 7.1% from $3.42B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SCZ positions and 24 closed out — a net gain of 4 holders — while 129 added to existing stakes and 115 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $347M. The largest seller was LPL Financial, cutting an estimated $27.2M.
- 316 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $3.66B of iShares MSCI EAFE Small-Cap ETF stock for Q2 2016, up 7.1% quarter-over-quarter.
- 28 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q2 2016 and 24 closed out, a net change of +4 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q2 2016 was Jones Financial Companies, an estimated $347M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q2 2016 was LPL Financial, an estimated $27.2M sold.
Based on aggregated 13F filings for Q2 2016.