iShares MSCI EAFE Small-Cap ETF
607 hedge funds and large institutions have $9.06B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 240 increasing their positions, 181 reducing their positions, and 37 closing their positions.
116% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 37
33% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 181
22% more capital invested
Capital invested by funds: $7.4B → $9.06B (+$1.66B)
6% more funds holding
Funds holding: 570 → 607 (+37)
1.23% more ownership
Funds ownership: 66.75% → 67.98% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 35 → 35 (0)
88% less call options, than puts
Call options by funds: $675K | Put options by funds: $5.72M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$495M |
| 2 |
Bank of New York Mellon
New York
|
+$160M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$95.7M |
| 4 |
AssetMark Inc
Concord,
California
|
+$87.3M |
| 5 |
JP Morgan Chase
New York
|
+$84.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$47.4M |
| 2 |
Jane Street
New York
|
-$35.6M |
| 3 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$21.8M |
| 4 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$16.9M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$12.7M |
SCZ Hedge Fund Activity: Q1 2021 in Review
607 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q1 2021, worth a combined $9.06B — up 22% from $7.4B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new SCZ positions and 37 closed out — a net gain of 43 holders — while 240 added to existing stakes and 181 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $495M. The largest seller was Simplicity Solutions, cutting an estimated $47.4M.
- 607 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q1 2021, up from 570 in Q4 2020.
- Funds reported $9.06B of iShares MSCI EAFE Small-Cap ETF stock for Q1 2021, up 22% quarter-over-quarter.
- 80 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q1 2021 and 37 closed out, a net change of +43 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q1 2021 was Jones Financial Companies, an estimated $495M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q1 2021 was Simplicity Solutions, an estimated $47.4M sold.
Based on aggregated 13F filings for Q1 2021.