iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
31 hedge funds and large institutions have $27.8M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
10% more capital invested
Capital invested by funds: $25.2M → $27.8M (+$2.63M)
7% more funds holding
Funds holding: 29 → 31 (+2)
1.1% more ownership
Funds ownership: 24.98% → 26.08% (+1.1%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.34M |
| 2 |
WMG
WESCAP Management Group
Glendale,
California
|
+$782K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$774K |
| 4 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
+$723K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$354K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$632K |
| 2 |
BI
Berkeley Inc
Boise,
Idaho
|
-$221K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$221K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$56.8K |
| 5 |
DI
Disciplined Investments
Tulsa,
Oklahoma
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
Avior Wealth Management
Omaha,
Nebraska
| $27K | +$29.2K | +922 | +922% |
|
|
MAM
27
Meeder Asset Management
Dublin,
Ohio
| $18K | – | – | – |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $12K | – | – | – |
|
29
Morgan Stanley
New York
| $12K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $2K | +$1.94K | +61 | New |
|
|
DI
31
Disciplined Investments
Tulsa,
Oklahoma
| – | -$10K | -322 | Closed |
|
|
PFGIA
32
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$2K | -55 | Closed |
|
33
Fidelity Investments
Boston,
Massachusetts
| – | +$32 | +1 | New |
|
HSCZ Hedge Fund Activity: Q3 2022 in Review
31 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q3 2022, worth a combined $27.8M — up 10% from $25.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HSCZ positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.34M. The largest seller was AE Wealth Management, cutting an estimated $632K.
- 31 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q3 2022, up from 29 in Q2 2022.
- Funds reported $27.8M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q3 2022, up 10% quarter-over-quarter.
- 5 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q3 2022 and 3 closed out, a net change of +2 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q3 2022 was Old Mission Capital, an estimated $1.34M added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q3 2022 was AE Wealth Management, an estimated $632K sold.
Based on aggregated 13F filings for Q3 2022.