iShares MSCI EAFE Small-Cap ETF
570 hedge funds and large institutions have $7.4B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 211 increasing their positions, 187 reducing their positions, and 34 closing their positions.
218% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 34
17% more capital invested
Capital invested by funds: $6.32B → $7.4B (+$1.09B)
13% more repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 187
13% more funds holding
Funds holding: 506 → 570 (+64)
6% more funds holding in top 10
Funds holding in top 10: 33 → 35 (+2)
1.66% less ownership
Funds ownership: 68.41% → 66.75% (-1.7%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3.58M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$163M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$81.9M |
| 3 |
Bank of New York Mellon
New York
|
+$75.4M |
| 4 |
Citigroup
New York
|
+$16.1M |
| 5 |
Goldman Sachs
New York
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$196M |
| 2 |
BlackRock
New York
|
-$63.6M |
| 3 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$23.6M |
| 4 |
Jane Street
New York
|
-$21.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$18.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
601
First Manhattan
New York
| – | -$2K | -44 | Closed |
|
|
BFG
602
Baron Financial Group
Fair Lawn,
New Jersey
| – | -$1K | -17 | Closed |
|
|
WP
603
WealthShield Partners
Cary,
North Carolina
| – | -$1K | -14 | Closed |
|
|
FCAS
604
First Command Advisory Services
Fort Worth,
Texas
| – | +$12.4K | +196 | New |
|
SCZ Hedge Fund Activity: Q4 2020 in Review
570 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2020, worth a combined $7.4B — up 17% from $6.32B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new SCZ positions and 34 closed out — a net gain of 74 holders — while 211 added to existing stakes and 187 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $163M. The largest seller was Jones Financial Companies, cutting an estimated $196M.
- 570 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2020, up from 506 in Q3 2020.
- Funds reported $7.4B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2020, up 17% quarter-over-quarter.
- 108 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2020 and 34 closed out, a net change of +74 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2020 was Fidelity Investments, an estimated $163M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2020 was Jones Financial Companies, an estimated $196M sold.
Based on aggregated 13F filings for Q4 2020.