iShares MSCI EAFE Small-Cap ETF
630 hedge funds and large institutions have $8.92B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 274 increasing their positions, 182 reducing their positions, and 36 closing their positions.
86% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 36
51% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 182
4% more funds holding
Funds holding: 607 → 630 (+23)
0% more funds holding in top 10
Funds holding in top 10: 35 → 35 (0)
2% less capital invested
Capital invested by funds: $9.06B → $8.92B (-$145M)
3.11% less ownership
Funds ownership: 67.98% → 64.87% (-3.1%)
90% less call options, than puts
Call options by funds: $594K | Put options by funds: $5.96M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$205M |
| 2 |
JP Morgan Chase
New York
|
+$91.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$57.8M |
| 4 |
Citigroup
New York
|
+$57.5M |
| 5 |
KM
Kabouter Management
Chicago,
Illinois
|
+$52.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$772M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$267M |
| 3 |
AssetMark Inc
Concord,
California
|
-$92.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$70M |
| 5 |
LPL Financial
San Diego,
California
|
-$46.9M |
SCZ Hedge Fund Activity: Q2 2021 in Review
630 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q2 2021, worth a combined $8.92B — down 1.6% from $9.06B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SCZ positions and 36 closed out — a net gain of 31 holders — while 274 added to existing stakes and 182 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $205M. The largest seller was Fidelity Investments, cutting an estimated $772M.
- 630 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q2 2021, up from 607 in Q1 2021.
- Funds reported $8.92B of iShares MSCI EAFE Small-Cap ETF stock for Q2 2021, down 1.6% quarter-over-quarter.
- 67 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q2 2021 and 36 closed out, a net change of +31 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q2 2021 was Bank of New York Mellon, an estimated $205M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q2 2021 was Fidelity Investments, an estimated $772M sold.
Based on aggregated 13F filings for Q2 2021.