iShares MSCI EAFE Small-Cap ETF
174 hedge funds and large institutions have $1.78B invested in iShares MSCI EAFE Small-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 37 reducing their positions, and 8 closing their positions.
288% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 8
149% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 37
64% more funds holding in top 10
Funds holding in top 10: 11 → 18 (+7)
50% more capital invested
Capital invested by funds: $1.19B → $1.78B (+$589M)
14% more funds holding
Funds holding: 153 → 174 (+21)
5.68% more ownership
Funds ownership: 59.34% → 65.02% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$36.5M |
| 2 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$30.5M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$23M |
| 4 |
WTIM
Wilmington Trust Investment Management
Wilmington,
Delaware
|
+$23M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$14.8M |
| 2 |
Morgan Stanley
New York
|
-$4.18M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
-$3.34M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
-$905K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$768K |
SCZ Hedge Fund Activity: Q3 2013 in Review
174 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q3 2013, worth a combined $1.78B — up 50% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SCZ positions and 8 closed out — a net gain of 23 holders — while 92 added to existing stakes and 37 trimmed.
The largest buyer was Jane Street, adding an estimated $36.5M. The largest seller was Susquehanna International Group, cutting an estimated $14.8M.
- 174 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q3 2013, up from 153 in Q2 2013.
- Funds reported $1.78B of iShares MSCI EAFE Small-Cap ETF stock for Q3 2013, up 50% quarter-over-quarter.
- 31 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q3 2013 and 8 closed out, a net change of +23 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q3 2013 was Jane Street, an estimated $36.5M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q3 2013 was Susquehanna International Group, an estimated $14.8M sold.
Based on aggregated 13F filings for Q3 2013.