iShares MSCI EAFE Small-Cap ETF
691 hedge funds and large institutions have $6.5B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 172 increasing their positions, 275 reducing their positions, and 36 closing their positions.
119% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 36
107% more call options, than puts
Call options by funds: $927K | Put options by funds: $447K
5% more funds holding
Funds holding: 659 → 691 (+32)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
1% less capital invested
Capital invested by funds: $6.6B → $6.5B (-$98.4M)
1.69% less ownership
Funds ownership: 71.29% → 69.61% (-1.7%)
37% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 275
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$77.3M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
+$46.4M |
| 3 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$30.2M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$26.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$381M |
| 2 |
MMI
Matson Money Inc
Mason,
Ohio
|
-$263M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$110M |
| 4 |
Goldman Sachs
New York
|
-$20.8M |
| 5 |
Bank of New York Mellon
New York
|
-$14.8M |
SCZ Hedge Fund Activity: Q3 2024 in Review
691 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q3 2024, worth a combined $6.5B — down 1.5% from $6.6B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new SCZ positions and 36 closed out — a net gain of 43 holders — while 172 added to existing stakes and 275 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $77.3M. The largest seller was TIAA Trust, National Association, cutting an estimated $381M.
- 691 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q3 2024, up from 659 in Q2 2024.
- Funds reported $6.5B of iShares MSCI EAFE Small-Cap ETF stock for Q3 2024, down 1.5% quarter-over-quarter.
- 79 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q3 2024 and 36 closed out, a net change of +43 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $77.3M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $381M sold.
Based on aggregated 13F filings for Q3 2024.