iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
23 hedge funds and large institutions have $20.2M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 4 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
16% more capital invested
Capital invested by funds: $17.3M → $20.2M (+$2.84M)
10% more funds holding
Funds holding: 21 → 23 (+2)
0.96% more ownership
Funds ownership: 18.32% → 19.28% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.55M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$625K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$487K |
| 4 |
VCM
Verde Capital Management
Clarkston,
Michigan
|
+$211K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$166K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$397K |
| 2 |
Jane Street
New York
|
-$322K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$262K |
| 4 |
GG
Gofen & Glossberg
Chicago,
Illinois
|
-$111K |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| – | -$5.9K | -162 | Closed |
|
27
Wells Fargo
San Francisco,
California
| – | +$37 | +1 | New |
|
HSCZ Hedge Fund Activity: Q3 2021 in Review
23 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q3 2021, worth a combined $20.2M — up 16% from $17.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HSCZ positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 3 trimmed.
The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $1.55M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $397K sold.
- 23 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q3 2021, up from 21 in Q2 2021.
- Funds reported $20.2M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q3 2021, up 16% quarter-over-quarter.
- 6 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q3 2021 and 4 closed out, a net change of +2 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q3 2021 was CreativeOne Wealth, an estimated $1.55M added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q3 2021 was Flow Traders U.S., an estimated $397K sold.
Based on aggregated 13F filings for Q3 2021.