iShares MSCI EAFE Small-Cap ETF
513 hedge funds and large institutions have $5.1B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 161 increasing their positions, 235 reducing their positions, and 132 closing their positions.
2.44% less ownership
Funds ownership: 68.39% → 65.95% (-2.4%)
15% less funds holding
Funds holding: 607 → 513 (-94)
30% less funds holding in top 10
Funds holding in top 10: 47 → 33 (-14)
31% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 235
32% less capital invested
Capital invested by funds: $7.53B → $5.1B (-$2.43B)
45% less call options, than puts
Call options by funds: $318K | Put options by funds: $574K
63% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 132
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$115M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$85M |
| 3 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$40.5M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$38.2M |
| 5 |
BlackRock
New York
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$313M |
| 2 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$114M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$51.5M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$50.7M |
| 5 |
Bank of New York Mellon
New York
|
-$49.9M |
SCZ Hedge Fund Activity: Q1 2020 in Review
513 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q1 2020, worth a combined $5.1B — down 32% from $7.53B a quarter earlier.
Sellers outnumbered buyers: 132 funds closed out of SCZ and 49 opened new positions — a net loss of 83 holders — while 235 trimmed existing stakes and 161 added.
The largest buyer was Jones Financial Companies, adding an estimated $115M. The largest seller was JP Morgan Chase, cutting an estimated $313M.
- 513 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q1 2020, down from 607 in Q4 2019.
- Funds reported $5.1B of iShares MSCI EAFE Small-Cap ETF stock for Q1 2020, down 32% quarter-over-quarter.
- 49 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q1 2020 and 132 closed out, a net change of -83 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q1 2020 was Jones Financial Companies, an estimated $115M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q1 2020 was JP Morgan Chase, an estimated $313M sold.
Based on aggregated 13F filings for Q1 2020.