iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
27 hedge funds and large institutions have $22.5M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
17% more funds holding
Funds holding: 23 → 27 (+4)
12% more capital invested
Capital invested by funds: $20.2M → $22.5M (+$2.33M)
0.06% more ownership
Funds ownership: 19.28% → 19.34% (+0.06%)
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
|
+$839K |
| 2 |
LPL Financial
San Diego,
California
|
+$700K |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$536K |
| 4 |
SMA
Sage Mountain Advisors
Atlanta,
Georgia
|
+$375K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$406K |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$49.8K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$33.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$16.1K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$12.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| $13K | -$16.1K | -433 | -56% |
|
|
27
Jane Street
New York
| – | -$406K | -11,025 | Closed |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$8K | -223 | Closed |
|
HSCZ Hedge Fund Activity: Q4 2021 in Review
27 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q4 2021, worth a combined $22.5M — up 12% from $20.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HSCZ positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $839K. The largest seller was Jane Street, exiting entirely with an estimated $406K sold.
- 27 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q4 2021, up from 23 in Q3 2021.
- Funds reported $22.5M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q4 2021, up 12% quarter-over-quarter.
- 7 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q4 2021 and 2 closed out, a net change of +5 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q4 2021 was CreativeOne Wealth, an estimated $839K added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q4 2021 was Jane Street, an estimated $406K sold.
Based on aggregated 13F filings for Q4 2021.