iShares MSCI EAFE Small-Cap ETF
684 hedge funds and large institutions have $7.9B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 196 increasing their positions, 262 reducing their positions, and 51 closing their positions.
133% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 51
35% more funds holding in top 10
Funds holding in top 10: 23 → 31 (+8)
23% more capital invested
Capital invested by funds: $6.42B → $7.9B (+$1.48B)
8% more funds holding
Funds holding: 632 → 684 (+52)
2.55% more ownership
Funds ownership: 70.87% → 73.42% (+2.6%)
25% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 262
96% less call options, than puts
Call options by funds: $2.94M | Put options by funds: $77.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$262M |
| 2 |
Morgan Stanley
New York
|
+$102M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
+$89.9M |
| 4 |
Goldman Sachs
New York
|
+$72.8M |
| 5 |
KM
Kabouter Management
Chicago,
Illinois
|
+$40.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$124M |
| 2 |
Bank of New York Mellon
New York
|
-$66.3M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$39.2M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$31.3M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$21.1M |
SCZ Hedge Fund Activity: Q4 2022 in Review
684 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q4 2022, worth a combined $7.9B — up 23% from $6.42B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new SCZ positions and 51 closed out — a net gain of 68 holders — while 196 added to existing stakes and 262 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $262M. The largest seller was BlackRock, cutting an estimated $124M.
- 684 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q4 2022, up from 632 in Q3 2022.
- Funds reported $7.9B of iShares MSCI EAFE Small-Cap ETF stock for Q4 2022, up 23% quarter-over-quarter.
- 119 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q4 2022 and 51 closed out, a net change of +68 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q4 2022 was Jones Financial Companies, an estimated $262M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q4 2022 was BlackRock, an estimated $124M sold.
Based on aggregated 13F filings for Q4 2022.