iShares MSCI EAFE Small-Cap ETF
683 hedge funds and large institutions have $7.08B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 198 increasing their positions, 274 reducing their positions, and 60 closing their positions.
1% less ownership
Funds ownership: 71.68% → 70.69% (-1%)
3% less capital invested
Capital invested by funds: $7.3B → $7.08B (-$222M)
4% less funds holding
Funds holding: 709 → 683 (-26)
23% less funds holding in top 10
Funds holding in top 10: 26 → 20 (-6)
27% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 60
28% less repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 274
45% less call options, than puts
Call options by funds: $798K | Put options by funds: $1.44M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$179M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$48.8M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
+$45.5M |
| 4 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$25.3M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$226M |
| 2 |
Morgan Stanley
New York
|
-$111M |
| 3 |
WTB
Washington Trust Bank
Spokane,
Washington
|
-$86.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$69.9M |
| 5 |
MCCA
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
-$52.8M |
SCZ Hedge Fund Activity: Q1 2024 in Review
683 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q1 2024, worth a combined $7.08B — down 3% from $7.3B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of SCZ and 44 opened new positions — a net loss of 16 holders — while 274 trimmed existing stakes and 198 added.
The largest buyer was Jane Street, adding an estimated $179M. The largest seller was Jones Financial Companies, cutting an estimated $226M.
- 683 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q1 2024, down from 709 in Q4 2023.
- Funds reported $7.08B of iShares MSCI EAFE Small-Cap ETF stock for Q1 2024, down 3% quarter-over-quarter.
- 44 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q1 2024 and 60 closed out, a net change of -16 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q1 2024 was Jane Street, an estimated $179M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q1 2024 was Jones Financial Companies, an estimated $226M sold.
Based on aggregated 13F filings for Q1 2024.