iShares MSCI EAFE Small-Cap ETF
540 hedge funds and large institutions have $5.43B invested in iShares MSCI EAFE Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 70 closing their positions.
61% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 70
52% more funds holding in top 10
Funds holding in top 10: 31 → 47 (+16)
8% more funds holding
Funds holding: 502 → 540 (+38)
2.36% more ownership
Funds ownership: 62.16% → 64.52% (+2.4%)
1% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 186
14% less capital invested
Capital invested by funds: $6.35B → $5.43B (-$918M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$174M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$82M |
| 3 |
Bank of New York Mellon
New York
|
+$70.8M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$37M |
| 5 |
RC
Rinet Company
Boston,
Massachusetts
|
+$36.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$172M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$114M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$54.6M |
| 4 |
KP
Keel Point
Huntsville,
Alabama
|
-$51.2M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$38.6M |
SCZ Hedge Fund Activity: Q4 2018 in Review
540 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2018, worth a combined $5.43B — down 14% from $6.35B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new SCZ positions and 70 closed out — a net gain of 43 holders — while 187 added to existing stakes and 186 trimmed.
The largest buyer was Allstate Corporation, adding an estimated $174M. The largest seller was BlackRock, cutting an estimated $172M.
- 540 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2018, up from 502 in Q3 2018.
- Funds reported $5.43B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2018, down 14% quarter-over-quarter.
- 113 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2018 and 70 closed out, a net change of +43 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2018 was Allstate Corporation, an estimated $174M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2018 was BlackRock, an estimated $172M sold.
Based on aggregated 13F filings for Q4 2018.