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iShares MSCI EAFE Small-Cap ETF
SCZ

521 hedge funds and large institutions have $5.98B invested in iShares MSCI EAFE Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 221 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 189

9% more capital invested

Capital invested by funds: $5.5B → $5.98B (+$486M)

5.18% more ownership

Funds ownership: 58.05% → 63.24% (+5.2%)

9% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 44

1% less funds holding

Funds holding: 524 → 521 (-3)

5% less funds holding in top 10

Funds holding in top 10: 43 → 41 (-2)

Holders
521
Holders Change
-3
Holders Change %
-0.57%
% of All Funds
11.32%
Holding in Top 10
41
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.65%
% of All Funds
0.89%
New
48
Increased
221
Reduced
189
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
+$570M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$35.6M
3
AC
Allstate Corporation
Illinois
+$30.5M
4
SS
Simplicity Solutions
Minnesota
+$26.3M
5
AWM
AE Wealth Management
Kansas
+$22M

Top Sellers

Rank Fund Capital Flow
1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$52.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.7M
3
IA
IndexIQ Advisors
New York
-$42M
4
NYLIM
New York Life Investment Management
New York
-$22M
5
Goldman Sachs
Goldman Sachs
New York
-$14.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
501
Ellevest Inc
New York
$6K – – –
GCM
502
Gables Capital Management
Florida
$5K – – –
SFC
503
SYM Financial Corp
Indiana
$4K +$3.69K +64 New
BWM
504
BerganKDV Wealth Management
Minnesota
$3K -$6.12K -106 -64%
FCB
505
First Command Bank
Texas
$3K +$2.71K +47 New
FCFS
506
First Command Financial Services
Texas
$3K +$2.71K +47 New
DWM
507
Doyle Wealth Management
Florida
$3K +$3.12K +54 New
FPS
508
Fieldpoint Private Securities
Connecticut
$3K +$3.46K +60 New
NL
509
NVWM LLC
Pennsylvania
$2K -$1.73K -30 -48%
IAS
510
IMA Advisory Services
Colorado
$2K – – –
IA
511
IndexIQ Advisors
New York
$1K -$42M -727,471 -100%
HGWM
512
Harvest Group Wealth Management
Massachusetts
$1K -$58 -1 -4%
AIA
513
Armor Investment Advisors
North Carolina
$1K – – –
CB
514
Community Bank
New York
$1K – – –
FCAS
515
First Command Advisory Services
Texas
$1K – – –
SFG
516
SevenBridge Financial Group
Pennsylvania
$1K – – –
TFA
517
Transamerica Financial Advisors
Florida
$1K +$58 +1 New
DWM
518
Destination Wealth Management
California
$1K +$1.1K +19 New
SFSG
519
Stearns Financial Services Group
North Carolina
$1K +$1.1K +19 New
MWM
520
Meridian Wealth Management
Kentucky
$730 +$73.4K +1,272 New
BRWM
521
B. Riley Wealth Management
Tennessee
$219 -$45.6K -790 -17%
WIM
522
Westside Investment Management
California
$8 +$8.66K +150 New
DS
523
DRW Securities
Illinois
– -$4.99M -86,949 Closed
CRCP
524
Copper Rock Capital Partners
Massachusetts
– -$4.37M -76,489 Closed
HCM
525
Harvest Capital Management
New Hampshire
– -$2.68M -46,634 Closed
19 20
21
22 23

SCZ Hedge Fund Activity: Q2 2019 in Review

521 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q2 2019, worth a combined $5.98B — up 8.8% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SCZ positions and 44 closed out — a net gain of 4 holders — while 221 added to existing stakes and 189 trimmed.

The largest buyer was TIAA FSB, adding an estimated $570M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $52.9M.

  • 521 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q2 2019, down from 524 in Q1 2019.
  • Funds reported $5.98B of iShares MSCI EAFE Small-Cap ETF stock for Q2 2019, up 8.8% quarter-over-quarter.
  • 48 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q2 2019 and 44 closed out, a net change of +4 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q2 2019 was TIAA FSB, an estimated $570M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q2 2019 was Federation des caisses Desjardins du Quebec, an estimated $52.9M sold.

Based on aggregated 13F filings for Q2 2019.