iShares MSCI EAFE Small-Cap ETF
339 hedge funds and large institutions have $4.75B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 142 increasing their positions, 112 reducing their positions, and 22 closing their positions.
86% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 22
27% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 112
17% more funds holding in top 10
Funds holding in top 10: 24 → 28 (+4)
15% more capital invested
Capital invested by funds: $4.13B → $4.75B (+$626M)
3.99% more ownership
Funds ownership: 65.68% → 69.66% (+4%)
4% more funds holding
Funds holding: 327 → 339 (+12)
100% less call options, than puts
Call options by funds: $1K | Put options by funds: $319K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$190M |
| 2 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$144M |
| 3 |
Bank of New York Mellon
New York
|
+$41.4M |
| 4 |
AssetMark Inc
Concord,
California
|
+$40.6M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$38.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$51.2M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$42.5M |
| 3 |
SO
STRS Ohio
Columbus,
Ohio
|
-$20.5M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$20.5M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$8.8M |
SCZ Hedge Fund Activity: Q1 2017 in Review
339 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q1 2017, worth a combined $4.75B — up 15% from $4.13B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SCZ positions and 22 closed out — a net gain of 19 holders — while 142 added to existing stakes and 112 trimmed.
The largest buyer was BlackRock, adding an estimated $190M. The largest seller was Raymond James & Associates, cutting an estimated $51.2M.
- 339 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q1 2017, up from 327 in Q4 2016.
- Funds reported $4.75B of iShares MSCI EAFE Small-Cap ETF stock for Q1 2017, up 15% quarter-over-quarter.
- 41 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q1 2017 and 22 closed out, a net change of +19 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q1 2017 was BlackRock, an estimated $190M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q1 2017 was Raymond James & Associates, an estimated $51.2M sold.
Based on aggregated 13F filings for Q1 2017.