iShares MSCI EAFE Small-Cap ETF
520 hedge funds and large institutions have $5.99B invested in iShares MSCI EAFE Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 173 increasing their positions, 217 reducing their positions, and 41 closing their positions.
12% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 41
1.24% more ownership
Funds ownership: 63.24% → 64.48% (+1.2%)
0% more capital invested
Capital invested by funds: $5.98B → $5.99B (+$10.7M)
0% more funds holding in top 10
Funds holding in top 10: 41 → 41 (0)
0% less funds holding
Funds holding: 521 → 520 (-1)
20% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 217
41% less call options, than puts
Call options by funds: $944K | Put options by funds: $1.61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$50.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.4M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$31.9M |
| 4 |
Goldman Sachs
New York
|
+$30.1M |
| 5 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$65.2M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$39.3M |
| 3 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$32.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$17.9M |
| 5 |
Jane Street
New York
|
-$17M |
SCZ Hedge Fund Activity: Q3 2019 in Review
520 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q3 2019, worth a combined $5.99B — up 0.18% from $5.98B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SCZ positions and 41 closed out — a net gain of 5 holders — while 173 added to existing stakes and 217 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $50.7M. The largest seller was Bank of Montreal, cutting an estimated $65.2M.
- 520 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q3 2019, down from 521 in Q2 2019.
- Funds reported $5.99B of iShares MSCI EAFE Small-Cap ETF stock for Q3 2019, up 0.18% quarter-over-quarter.
- 46 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q3 2019 and 41 closed out, a net change of +5 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q3 2019 was PNC Financial Services Group, an estimated $50.7M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q3 2019 was Bank of Montreal, an estimated $65.2M sold.
Based on aggregated 13F filings for Q3 2019.