iShares MSCI EAFE Small-Cap ETF
721 hedge funds and large institutions have $11.1B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 313 increasing their positions, 162 reducing their positions, and 53 closing their positions.
162% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 53
93% more repeat investments, than reductions
Existing positions increased: 313 | Existing positions reduced: 162
12% more funds holding
Funds holding: 646 → 721 (+75)
3% more funds holding in top 10
Funds holding in top 10: 38 → 39 (+1)
2% more capital invested
Capital invested by funds: $10.9B → $11.1B (+$166M)
0.16% less ownership
Funds ownership: 72.61% → 72.45% (-0.16%)
94% less call options, than puts
Call options by funds: $527K | Put options by funds: $8.76M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$139M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$107M |
| 3 |
KM
Kabouter Management
Chicago,
Illinois
|
+$77.3M |
| 4 |
Bank of New York Mellon
New York
|
+$46.8M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$33.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$188M |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$58.9M |
| 3 |
State Street
Boston,
Massachusetts
|
-$43.6M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$12.7M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$12.2M |
SCZ Hedge Fund Activity: Q4 2021 in Review
721 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2021, worth a combined $11.1B — up 1.5% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new SCZ positions and 53 closed out — a net gain of 86 holders — while 313 added to existing stakes and 162 trimmed.
The largest buyer was VOYA Investment Management, opening a new position worth an estimated $139M. The largest seller was Fidelity Investments, cutting an estimated $188M.
- 721 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2021, up from 646 in Q3 2021.
- Funds reported $11.1B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2021, up 1.5% quarter-over-quarter.
- 139 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2021 and 53 closed out, a net change of +86 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2021 was VOYA Investment Management, an estimated $139M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2021 was Fidelity Investments, an estimated $188M sold.
Based on aggregated 13F filings for Q4 2021.