iShares MSCI EAFE Small-Cap ETF
460 hedge funds and large institutions have $6.97B invested in iShares MSCI EAFE Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 189 increasing their positions, 97 reducing their positions, and 25 closing their positions.
336% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 25
95% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 97
22% more funds holding
Funds holding: 378 → 460 (+82)
14% more funds holding in top 10
Funds holding in top 10: 36 → 41 (+5)
10% more capital invested
Capital invested by funds: $6.31B → $6.97B (+$657M)
3.09% more ownership
Funds ownership: 66.23% → 69.32% (+3.1%)
47% less call options, than puts
Call options by funds: $600K | Put options by funds: $1.12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$56.7M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$39.1M |
| 3 |
Jane Street
New York
|
+$29.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$24.2M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$79.1M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
-$6.27M |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$6.24M |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$4.87M |
| 5 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$3.89M |
SCZ Hedge Fund Activity: Q4 2017 in Review
460 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2017, worth a combined $6.97B — up 10% from $6.31B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new SCZ positions and 25 closed out — a net gain of 84 holders — while 189 added to existing stakes and 97 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $56.7M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $79.1M sold.
- 460 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2017, up from 378 in Q3 2017.
- Funds reported $6.97B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2017, up 10% quarter-over-quarter.
- 109 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2017 and 25 closed out, a net change of +84 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2017 was JP Morgan Chase, an estimated $56.7M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2017 was Charles Schwab Investment Advisory, an estimated $79.1M sold.
Based on aggregated 13F filings for Q4 2017.