iShares MSCI EAFE Small-Cap ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$334M |
| 2 |
MMI
Matson Money Inc
Mason,
Ohio
|
+$202M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$134M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$61.3M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$29M |
| 2 |
Goldman Sachs
New York
|
-$27.8M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$27.7M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$15.4M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$15.2M |
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.