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.
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
52% less capital inflows, than outflows
Capital inflows: $511M | Capital outflows: $1.06B
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 |
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 |
Allstate Corporation
Northbrook,
Illinois
|
-$42.7M |
SCZ Hedge Fund Activity: Q2 2020 in Review
502 of the 4,890 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.