iShares MSCI EAFE Small-Cap ETF
502 hedge funds and large institutions have $5.5B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 235 reducing their positions, and 74 closing their positions.
8% more capital invested
Capital invested by funds: $5.1B → $5.5B (+$398M)
0.46% more ownership
Funds ownership: 65.95% → 66.41% (+0.46%)
2% less funds holding
Funds holding: 513 → 502 (-11)
3% less funds holding in top 10
Funds holding in top 10: 33 → 32 (-1)
12% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 74
37% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 235
95% less call options, than puts
Call options by funds: $788K | Put options by funds: $14.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$109M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$61.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$43.3M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$28.5M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$235M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$119M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$98.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$64.5M |
| 5 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$42.7M |
SCZ Hedge Fund Activity: Q2 2020 in Review
502 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q2 2020, worth a combined $5.5B — up 7.8% from $5.1B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of SCZ and 65 opened new positions — a net loss of 9 holders — while 235 trimmed existing stakes and 149 added.
The largest buyer was Bank of America, adding an estimated $109M. The largest seller was Jones Financial Companies, cutting an estimated $235M.
- 502 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q2 2020, down from 513 in Q1 2020.
- Funds reported $5.5B of iShares MSCI EAFE Small-Cap ETF stock for Q2 2020, up 7.8% quarter-over-quarter.
- 65 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q2 2020 and 74 closed out, a net change of -9 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q2 2020 was Bank of America, an estimated $109M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q2 2020 was Jones Financial Companies, an estimated $235M sold.
Based on aggregated 13F filings for Q2 2020.