iShares MSCI EAFE Small-Cap ETF
251 hedge funds and large institutions have $2.52B invested in iShares MSCI EAFE Small-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 75 reducing their positions, and 14 closing their positions.
286% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 14
24% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 75
17% more funds holding
Funds holding: 215 → 251 (+36)
2.48% more ownership
Funds ownership: 67.03% → 69.52% (+2.5%)
2% more capital invested
Capital invested by funds: $2.47B → $2.52B (+$55M)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $444K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$103M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$54.4M |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$35.2M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$28.8M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$69.8M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$39.2M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$23.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$23.6M |
| 5 |
LWA
Lenox Wealth Advisors
New York
|
-$17M |
SCZ Hedge Fund Activity: Q4 2014 in Review
251 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2014, worth a combined $2.52B — up 2.2% from $2.47B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SCZ positions and 14 closed out — a net gain of 40 holders — while 93 added to existing stakes and 75 trimmed.
The largest buyer was BlackRock, adding an estimated $103M. The largest seller was BlackRock Institutional Trust, exiting entirely with an estimated $69.8M sold.
- 251 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2014, up from 215 in Q3 2014.
- Funds reported $2.52B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2014, up 2.2% quarter-over-quarter.
- 54 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2014 and 14 closed out, a net change of +40 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2014 was BlackRock, an estimated $103M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2014 was BlackRock Institutional Trust, an estimated $69.8M sold.
Based on aggregated 13F filings for Q4 2014.