iShares MSCI EAFE Small-Cap ETF
707 hedge funds and large institutions have $7.59B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 216 increasing their positions, 262 reducing their positions, and 47 closing their positions.
143% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 47
9% more funds holding
Funds holding: 650 → 707 (+57)
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
1% more capital invested
Capital invested by funds: $7.53B → $7.59B (+$53.9M)
0.28% more ownership
Funds ownership: 74.18% → 74.45% (+0.28%)
18% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 262
99% less call options, than puts
Call options by funds: $365K | Put options by funds: $51.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$248M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
+$41.7M |
| 3 |
CCWM
Cassaday & Co Wealth Management
Mclean,
Virginia
|
+$41.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.8M |
| 5 |
Jane Street
New York
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$867M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$40.6M |
| 3 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$32.2M |
| 4 |
Bank of New York Mellon
New York
|
-$30.3M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$15.8M |
SCZ Hedge Fund Activity: Q4 2023 in Review
707 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2023, worth a combined $7.59B — up 0.72% from $7.53B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new SCZ positions and 47 closed out — a net gain of 67 holders — while 216 added to existing stakes and 262 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $248M. The largest seller was Jones Financial Companies, cutting an estimated $867M.
- 707 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2023, up from 650 in Q3 2023.
- Funds reported $7.59B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2023, up 0.72% quarter-over-quarter.
- 114 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2023 and 47 closed out, a net change of +67 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $248M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2023 was Jones Financial Companies, an estimated $867M sold.
Based on aggregated 13F filings for Q4 2023.