iShares MSCI EAFE Small-Cap ETF
668 hedge funds and large institutions have $7.74B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 246 increasing their positions, 255 reducing their positions, and 56 closing their positions.
27% more call options, than puts
Call options by funds: $2.71M | Put options by funds: $2.13M
0.58% more ownership
Funds ownership: 72.25% → 72.82% (+0.58%)
4% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 255
2% less funds holding
Funds holding: 681 → 668 (-13)
5% less capital invested
Capital invested by funds: $8.16B → $7.74B (-$414M)
14% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 56
17% less funds holding in top 10
Funds holding in top 10: 30 → 25 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
+$40.6M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$28.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$17.1M |
| 4 |
KM
Kabouter Management
Chicago,
Illinois
|
+$15.9M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$215M |
| 2 |
Jane Street
New York
|
-$42.8M |
| 3 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$30.8M |
| 4 |
Bank of New York Mellon
New York
|
-$30.6M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$29.9M |
SCZ Hedge Fund Activity: Q2 2023 in Review
668 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q2 2023, worth a combined $7.74B — down 5.1% from $8.16B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of SCZ and 48 opened new positions — a net loss of 8 holders — while 255 trimmed existing stakes and 246 added.
The largest buyer was Natixis Advisors, adding an estimated $40.6M. The largest seller was TIAA FSB, cutting an estimated $215M.
- 668 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q2 2023, down from 681 in Q1 2023.
- Funds reported $7.74B of iShares MSCI EAFE Small-Cap ETF stock for Q2 2023, down 5.1% quarter-over-quarter.
- 48 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q2 2023 and 56 closed out, a net change of -8 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q2 2023 was Natixis Advisors, an estimated $40.6M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q2 2023 was TIAA FSB, an estimated $215M sold.
Based on aggregated 13F filings for Q2 2023.