iShares MSCI EAFE Small-Cap ETF
666 hedge funds and large institutions have $7.12B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 256 increasing their positions, 241 reducing their positions, and 88 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 241
1.24% less ownership
Funds ownership: 69.77% → 68.53% (-1.2%)
5% less funds holding
Funds holding: 698 → 666 (-32)
25% less capital invested
Capital invested by funds: $9.55B → $7.12B (-$2.43B)
26% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 88
32% less funds holding in top 10
Funds holding in top 10: 38 → 26 (-12)
98% less call options, than puts
Call options by funds: $813K | Put options by funds: $43.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$49.7M |
| 2 |
KM
Kabouter Management
Chicago,
Illinois
|
+$24M |
| 3 |
MMI
Matson Money Inc
Mason,
Ohio
|
+$19.4M |
| 4 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$14.9M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$196M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$194M |
| 3 |
Bank of New York Mellon
New York
|
-$167M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$133M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$79.5M |
SCZ Hedge Fund Activity: Q2 2022 in Review
666 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q2 2022, worth a combined $7.12B — down 25% from $9.55B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of SCZ and 65 opened new positions — a net loss of 23 holders — while 241 trimmed existing stakes and 256 added.
The largest buyer was Baird Financial Group, adding an estimated $49.7M. The largest seller was Jane Street, cutting an estimated $196M.
- 666 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q2 2022, down from 698 in Q1 2022.
- Funds reported $7.12B of iShares MSCI EAFE Small-Cap ETF stock for Q2 2022, down 25% quarter-over-quarter.
- 65 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q2 2022 and 88 closed out, a net change of -23 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q2 2022 was Baird Financial Group, an estimated $49.7M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q2 2022 was Jane Street, an estimated $196M sold.
Based on aggregated 13F filings for Q2 2022.