iShares MSCI EAFE Small-Cap ETF
327 hedge funds and large institutions have $4.13B invested in iShares MSCI EAFE Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 146 increasing their positions, 90 reducing their positions, and 31 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 90
52% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 31
5% more capital invested
Capital invested by funds: $3.93B → $4.13B (+$197M)
4% more funds holding
Funds holding: 315 → 327 (+12)
1.34% less ownership
Funds ownership: 67.02% → 65.68% (-1.3%)
8% less funds holding in top 10
Funds holding in top 10: 26 → 24 (-2)
Top Buyers
| 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 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$39.9M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$37.8M |
Top Sellers
SCZ Hedge Fund Activity: Q4 2016 in Review
327 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2016, worth a combined $4.13B — up 5% 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 146 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.
- 327 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2016, up from 315 in Q3 2016.
- Funds reported $4.13B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2016, up 5% 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.