iShares MSCI EAFE Small-Cap ETF
541 hedge funds and large institutions have $5.5B invested in iShares MSCI EAFE Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 188 increasing their positions, 186 reducing their positions, and 69 closing their positions.
64% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 69
52% more funds holding in top 10
Funds holding in top 10: 31 → 47 (+16)
8% more funds holding
Funds holding: 502 → 541 (+39)
2.44% more ownership
Funds ownership: 62.08% → 64.52% (+2.4%)
1% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 186
13% less capital invested
Capital invested by funds: $6.35B → $5.5B (-$843M)
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
541 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2018, worth a combined $5.5B — down 13% from $6.35B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new SCZ positions and 69 closed out — a net gain of 44 holders — while 188 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.
- 541 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2018, up from 502 in Q3 2018.
- Funds reported $5.5B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2018, down 13% quarter-over-quarter.
- 113 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2018 and 69 closed out, a net change of +44 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.