iShares MSCI EAFE Small-Cap ETF
203 hedge funds and large institutions have $2B invested in iShares MSCI EAFE Small-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 95 increasing their positions, 46 reducing their positions, and 17 closing their positions.
176% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 17
107% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 46
33% more funds holding in top 10
Funds holding in top 10: 18 → 24 (+6)
17% more funds holding
Funds holding: 174 → 203 (+29)
12% more capital invested
Capital invested by funds: $1.78B → $2B (+$219M)
1.37% less ownership
Funds ownership: 65.02% → 63.66% (-1.4%)
18% less call options, than puts
Call options by funds: $204K | Put options by funds: $250K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$89.6M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$19.1M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$16.1M |
| 4 |
LWA
Lenox Wealth Advisors
New York
|
+$15.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$35.4M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$24.8M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$20.7M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$18.4M |
| 5 |
RMPT
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
-$15.2M |
SCZ Hedge Fund Activity: Q4 2013 in Review
203 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2013, worth a combined $2B — up 12% from $1.78B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SCZ positions and 17 closed out — a net gain of 30 holders — while 95 added to existing stakes and 46 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $89.6M. The largest seller was Jane Street, cutting an estimated $35.4M.
- 203 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2013, up from 174 in Q3 2013.
- Funds reported $2B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2013, up 12% quarter-over-quarter.
- 47 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2013 and 17 closed out, a net change of +30 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2013 was Fidelity Investments, an estimated $89.6M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2013 was Jane Street, an estimated $35.4M sold.
Based on aggregated 13F filings for Q4 2013.