iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
33 hedge funds and large institutions have $25.9M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
22% more funds holding
Funds holding: 27 → 33 (+6)
15% more capital invested
Capital invested by funds: $22.5M → $25.9M (+$3.37M)
4.08% more ownership
Funds ownership: 19.34% → 23.43% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
+$3.17M |
| 2 |
Jane Street
New York
|
+$797K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$777K |
| 4 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
+$651K |
| 5 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
+$589K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$2.37M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.15M |
| 3 |
SMA
Sage Mountain Advisors
Atlanta,
Georgia
|
-$371K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$115K |
| 5 |
GG
Gofen & Glossberg
Chicago,
Illinois
|
-$69.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFA
26
Morling Financial Advisors
Fremont,
California
| $50K | – | – | – |
|
|
CIAS
27
Capital Investment Advisory Services
Raleigh,
North Carolina
| $46K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $46K | +$50.2K | +1,450 | New |
|
|
CFD
29
Creative Financial Designs
Kokomo,
Indiana
| $32K | – | – | – |
|
|
MAM
30
Meeder Asset Management
Dublin,
Ohio
| $21K | +$20.8K | +600 | New |
|
31
Morgan Stanley
New York
| $14K | – | – | – |
|
|
DI
32
Disciplined Investments
Tulsa,
Oklahoma
| $11K | +$11.2K | +322 | New |
|
|
CW
33
CreativeOne Wealth
Overland Park,
Kansas
| – | -$2.37M | -64,369 | Closed |
|
|
SFS
34
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$1.15M | -31,255 | Closed |
|
|
SMA
35
Sage Mountain Advisors
Atlanta,
Georgia
| – | -$371K | -10,077 | Closed |
|
HSCZ Hedge Fund Activity: Q1 2022 in Review
33 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q1 2022, worth a combined $25.9M — up 15% from $22.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HSCZ positions and 3 closed out — a net gain of 8 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Capital Wealth Management, adding an estimated $3.17M. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $2.37M sold.
- 33 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q1 2022, up from 27 in Q4 2021.
- Funds reported $25.9M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q1 2022, up 15% quarter-over-quarter.
- 11 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q1 2022 and 3 closed out, a net change of +8 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q1 2022 was Capital Wealth Management, an estimated $3.17M added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q1 2022 was CreativeOne Wealth, an estimated $2.37M sold.
Based on aggregated 13F filings for Q1 2022.