iShares MSCI EAFE Small-Cap ETF
524 hedge funds and large institutions have $5.5B invested in iShares MSCI EAFE Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 184 increasing their positions, 214 reducing their positions, and 62 closing their positions.
206% more call options, than puts
Call options by funds: $825K | Put options by funds: $270K
1% more capital invested
Capital invested by funds: $5.43B → $5.5B (+$67.2M)
3% less funds holding
Funds holding: 540 → 524 (-16)
6.46% less ownership
Funds ownership: 64.52% → 58.05% (-6.5%)
9% less funds holding in top 10
Funds holding in top 10: 47 → 43 (-4)
14% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 214
18% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$50M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$27.8M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$22.6M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$17.7M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$401M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$51.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$29.4M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$21M |
| 5 |
BDF
Balasa Dinverno & Foltz
|
-$20.3M |
SCZ Hedge Fund Activity: Q1 2019 in Review
524 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q1 2019, worth a combined $5.5B — up 1.2% from $5.43B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of SCZ and 51 opened new positions — a net loss of 11 holders — while 214 trimmed existing stakes and 184 added.
The largest buyer was Truist Financial, adding an estimated $50M. The largest seller was TIAA FSB, cutting an estimated $401M.
- 524 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q1 2019, down from 540 in Q4 2018.
- Funds reported $5.5B of iShares MSCI EAFE Small-Cap ETF stock for Q1 2019, up 1.2% quarter-over-quarter.
- 51 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q1 2019 and 62 closed out, a net change of -11 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q1 2019 was Truist Financial, an estimated $50M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q1 2019 was TIAA FSB, an estimated $401M sold.
Based on aggregated 13F filings for Q1 2019.