iShares MSCI EAFE Small-Cap ETF
328 hedge funds and large institutions have $4.09B invested in iShares MSCI EAFE Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 147 increasing their positions, 90 reducing their positions, and 31 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 90
52% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 31
4% more funds holding
Funds holding: 316 → 328 (+12)
4% more capital invested
Capital invested by funds: $3.93B → $4.09B (+$152M)
1.96% less ownership
Funds ownership: 67.03% → 65.06% (-2%)
4% less funds holding in top 10
Funds holding in top 10: 25 → 24 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$85.2M |
| 2 |
JP Morgan Chase
New York
|
+$48.6M |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$40.5M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$37.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$20.5M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$7.42M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$6.82M |
| 4 |
Morgan Stanley
New York
|
-$5.48M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.05M |
SCZ Hedge Fund Activity: Q4 2016 in Review
328 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2016, worth a combined $4.09B — up 3.9% from $3.93B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SCZ positions and 31 closed out — a net gain of 16 holders — while 147 added to existing stakes and 90 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $85.2M. The largest seller was BlackRock Fund Advisors, cutting an estimated $20.5M.
- 328 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2016, up from 316 in Q3 2016.
- Funds reported $4.09B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2016, up 3.9% quarter-over-quarter.
- 47 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2016 and 31 closed out, a net change of +16 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2016 was Fidelity Investments, an estimated $85.2M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2016 was BlackRock Fund Advisors, an estimated $20.5M sold.
Based on aggregated 13F filings for Q4 2016.