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iShares MSCI EAFE Small-Cap ETF
SCZ

606 hedge funds and large institutions have $7.53B invested in iShares MSCI EAFE Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 225 increasing their positions, 179 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 28

26% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 179

26% more capital invested

Capital invested by funds: $5.99B → $7.53B (+$1.53B)

17% more funds holding

Funds holding: 520 → 606 (+86)

15% more funds holding in top 10

Funds holding in top 10: 41 → 47 (+6)

3.91% more ownership

Funds ownership: 64.48% → 68.39% (+3.9%)

26% less call options, than puts

Call options by funds: $544K | Put options by funds: $735K

Holders
606
Holders Change
+86
Holders Change %
+16.54%
% of All Funds
11.94%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.93%
New
125
Increased
225
Reduced
179
Closed
28
Calls
$544K
Puts
$735K
Net Calls
-$191K
Net Calls Change
+$471K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$334M
2
MMI
Matson Money Inc
Ohio
+$202M
3
Truist Financial
Truist Financial
North Carolina
+$134M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$61.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$32M

Top Sellers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$29M
2
Goldman Sachs
Goldman Sachs
New York
-$27.8M
3
Franklin Resources
Franklin Resources
California
-$27.7M
4
M&T Bank
M&T Bank
New York
-$15.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
576
Simplex Trading
Illinois
$6K +$6.01K +100 New
GCM
577
Gables Capital Management
Florida
$5K – – –
MAWCM
578
Mine & Arao Wealth Creation & Management
California
$5K +$4.87K +81 New
HWM
579
HighMark Wealth Management
Minnesota
$4K +$4.57K +76 New
GWMIA
580
Global Wealth Management Investment Advisory
Florida
$3K – – –
EWM
581
EPG Wealth Management
Georgia
$3K +$2.58K +43 New
VRM
582
Vectors Research Management
New York
$2K -$1.25M -20,864 -100%
CB
583
Community Bank
New York
$2K – – –
DOA
584
D'Orazio & Associates
Virginia
$2K – – –
IAS
585
IMA Advisory Services
Colorado
$2K – – –
NL
586
NVWM LLC
Pennsylvania
$2K – – –
BC
587
Barnett & Company
Tennessee
$2K +$1.5K +25 New
Kayne Anderson Rudnick Investment Management
588
Kayne Anderson Rudnick Investment Management
California
$2K +$1.74K +29 New
ME
589
McIlrath & Eck
Washington
$2K +$2.04K +34 New
WWM
590
Willingdon Wealth Management
North Carolina
$2K +$2.1K +35 New
PA
591
PSI Advisors
Florida
$2K +$2.28K +38 New
TAM
592
Townsend Asset Management
North Carolina
$2K +$2.34K +39 New
TCWM
593
Total Clarity Wealth Management
Illinois
$2K +$2.4K +40 New
AA
594
Argent Advisors
Louisiana
$2K +$2.58K +43 New
PAM
595
Panagora Asset Management
Massachusetts
$1K -$13.4K -223 -96%
AIA
596
Armor Investment Advisors
North Carolina
$1K – – –
FCAS
597
First Command Advisory Services
Texas
$1K – – –
HGWM
598
Harvest Group Wealth Management
Massachusetts
$1K – – –
TVWM
599
Tower View Wealth Management
Wisconsin
$1K – – –
HWA
600
HCR Wealth Advisors
California
$1K +$1.08K +18 New
22 23
24
25 26

SCZ Hedge Fund Activity: Q4 2019 in Review

606 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2019, worth a combined $7.53B — up 26% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new SCZ positions and 28 closed out — a net gain of 97 holders — while 225 added to existing stakes and 179 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $334M. The largest seller was Pictet Asset Management (UK), cutting an estimated $29M.

  • 606 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2019, up from 520 in Q3 2019.
  • Funds reported $7.53B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2019, up 26% quarter-over-quarter.
  • 125 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2019 and 28 closed out, a net change of +97 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $334M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2019 was Pictet Asset Management (UK), an estimated $29M sold.

Based on aggregated 13F filings for Q4 2019.