iShares MSCI EAFE Small-Cap ETF
647 hedge funds and large institutions have $10.9B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 247 increasing their positions, 202 reducing their positions, and 34 closing their positions.
410% more capital inflows, than outflows
Capital inflows: $2.37B | Capital outflows: $465M
71% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 34
22% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 202
9% more funds holding in top 10
Funds holding in top 10: 35 → 38 (+3)
7.74% more ownership
Funds ownership: 64.87% → 72.61% (+7.7%)
3% more funds holding
Funds holding: 631 → 647 (+16)
89% less call options, than puts
Call options by funds: $938K | Put options by funds: $8.63M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.54B |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$401M |
| 3 |
Bank of New York Mellon
New York
|
+$125M |
| 4 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$60.2M |
| 5 |
BlackRock
New York
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$97.4M |
| 2 |
KM
Kabouter Management
Chicago,
Illinois
|
-$67.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$58.6M |
| 4 |
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
-$17.3M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$16.3M |
SCZ Hedge Fund Activity: Q3 2021 in Review
647 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q3 2021, worth a combined $10.9B — up 22% from $8.92B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SCZ positions and 34 closed out — a net gain of 24 holders — while 247 added to existing stakes and 202 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $1.54B. The largest seller was JP Morgan Chase, cutting an estimated $97.4M.
- 647 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q3 2021, up from 631 in Q2 2021.
- Funds reported $10.9B of iShares MSCI EAFE Small-Cap ETF stock for Q3 2021, up 22% quarter-over-quarter.
- 58 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q3 2021 and 34 closed out, a net change of +24 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q3 2021 was Jones Financial Companies, an estimated $1.54B added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q3 2021 was JP Morgan Chase, an estimated $97.4M sold.
Based on aggregated 13F filings for Q3 2021.