iShares MSCI EAFE Small-Cap ETF
507 hedge funds and large institutions have $6.32B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 143 increasing their positions, 230 reducing their positions, and 38 closing their positions.
29% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 38
15% more capital invested
Capital invested by funds: $5.5B → $6.32B (+$819M)
3% more funds holding in top 10
Funds holding in top 10: 32 → 33 (+1)
2.01% more ownership
Funds ownership: 66.41% → 68.42% (+2%)
1% more funds holding
Funds holding: 502 → 507 (+5)
38% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 230
83% less call options, than puts
Call options by funds: $289K | Put options by funds: $1.67M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$263M |
| 2 |
Bank of New York Mellon
New York
|
+$83.8M |
| 3 |
Jane Street
New York
|
+$49.7M |
| 4 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$19.2M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$79.9M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$20.1M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$14.9M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$12.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$12.2M |
SCZ Hedge Fund Activity: Q3 2020 in Review
507 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q3 2020, worth a combined $6.32B — up 15% from $5.5B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SCZ positions and 38 closed out — a net gain of 11 holders — while 143 added to existing stakes and 230 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $263M. The largest seller was Jones Financial Companies, cutting an estimated $79.9M.
- 507 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q3 2020, up from 502 in Q2 2020.
- Funds reported $6.32B of iShares MSCI EAFE Small-Cap ETF stock for Q3 2020, up 15% quarter-over-quarter.
- 49 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q3 2020 and 38 closed out, a net change of +11 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q3 2020 was Fidelity Investments, an estimated $263M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q3 2020 was Jones Financial Companies, an estimated $79.9M sold.
Based on aggregated 13F filings for Q3 2020.