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iShares MSCI EAFE Small-Cap ETF

153 hedge funds and large institutions have $1.19B invested in iShares MSCI EAFE Small-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 153 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59.34% more ownership

Funds ownership: 0%59.34% (+59%)

Holders
153
Holders Change
+153
Holders Change %
% of All Funds
4.99%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
% of All Funds
0.36%
New
153
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$160M +$169M +3,816,041 New
TCT
2
TIAA CREF Trust
Missouri
$83.4M +$88M +1,988,704 New
Bessemer Group
3
Bessemer Group
New Jersey
$80.7M +$85.1M +1,923,295 New
BG
4
BlackRock Group
United Kingdom
$78.5M +$82.9M +1,872,689 New
Morgan Stanley
5
Morgan Stanley
New York
$62M +$65.4M +1,478,217 New
CSIA
6
Charles Schwab Investment Advisory
California
$49.3M +$52M +1,175,424 New
Franklin Resources
7
Franklin Resources
California
$49.1M +$51.8M +1,171,500 New
RJA
8
Raymond James & Associates
Florida
$40.8M +$43.1M +973,408 New
HHGA
9
Halbert Hargrove Global Advisors
California
$35.5M +$37.4M +845,622 New
TAIM
10
TD Ameritrade Investment Management
Nebraska
$34.9M +$36.8M +830,989 New
Jones Financial Companies
11
Jones Financial Companies
Missouri
$31.9M +$33.6M +759,568 New
Goldman Sachs
12
Goldman Sachs
New York
$29M +$30.6M +692,320 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$19.8M +$20.9M +471,996 New
LPL Financial
14
LPL Financial
California
$19M +$20.1M +453,363 New
Bank of America
15
Bank of America
North Carolina
$18.9M +$19.9M +450,086 New
State Street
16
State Street
Massachusetts
$18.1M +$19.1M +431,700 New
AA
17
ALPS Advisors
Colorado
$16.8M +$17.7M +400,895 New
KCMRT
18
Kemper Corp Master Retirement Trust
Illinois
$16.5M +$17.4M +393,500 New
QA
19
Quantitative Advantage
Minnesota
$14.2M +$15M +338,897 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$14.2M +$15M +337,971 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$14.1M +$14.9M +336,166 New
Truist Financial
22
Truist Financial
North Carolina
$12.6M +$13.3M +300,108 New
LNB
23
Ledyard National Bank
$11.8M +$12.4M +280,409 New
BSW
24
Buckingham Strategic Wealth
Missouri
$11.7M +$12.4M +279,718 New
BJL
25
Brighton Jones LLC
Washington
$10.9M +$11.5M +259,287 New

SCZ Hedge Fund Activity: Q2 2013 in Review

153 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q2 2013, worth a combined $1.19B.

Buyers outnumbered sellers: 153 funds opened new SCZ positions and 0 closed out — a net gain of 153 holders — while 0 added to existing stakes and 0 trimmed.

  • 153 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.19B of iShares MSCI EAFE Small-Cap ETF stock for Q2 2013.
  • 153 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +153 holders.

Based on aggregated 13F filings for Q2 2013.