iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
30 hedge funds and large institutions have $24.4M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
3.94% more ownership
Funds ownership: 26.08% → 30.02% (+3.9%)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3% less funds holding
Funds holding: 31 → 30 (-1)
12% less capital invested
Capital invested by funds: $27.8M → $24.4M (-$3.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$544K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$369K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$342K |
| 4 |
Jane Street
New York
|
+$327K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$254K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
-$1.31M |
| 2 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
-$1.19M |
| 3 |
WMG
WESCAP Management Group
Glendale,
California
|
-$1.12M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$507K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$149K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
Avior Wealth Management
Omaha,
Nebraska
| $23.4K | -$564 | -19 | -2% |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $11.4K | +$1.43K | +48 | +12% |
|
28
Morgan Stanley
New York
| $10.8K | – | – | – |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $26 | +$30 | +1 | New |
|
30
Wells Fargo
San Francisco,
California
| $26 | +$30 | +1 | New |
|
|
CAC
31
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$1.31M | -44,225 | Closed |
|
32
US Bancorp
Minneapolis,
Minnesota
| – | -$99K | -3,350 | Closed |
|
|
CIAS
33
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$40K | -1,340 | Closed |
|
|
MAM
34
Meeder Asset Management
Dublin,
Ohio
| – | -$18K | -600 | Closed |
|
HSCZ Hedge Fund Activity: Q4 2022 in Review
30 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q4 2022, worth a combined $24.4M — down 12% from $27.8M a quarter earlier.
Fund positioning in HSCZ was balanced in Q4 2022: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 10 trimmed.
The largest buyer was Flow Traders U.S., adding an estimated $544K. The largest seller was Certified Advisory Corp, exiting entirely with an estimated $1.31M sold.
- 30 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q4 2022, down from 31 in Q3 2022.
- Funds reported $24.4M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q4 2022, down 12% quarter-over-quarter.
- 5 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q4 2022 and 5 closed out, a net change of 0 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q4 2022 was Flow Traders U.S., an estimated $544K added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q4 2022 was Certified Advisory Corp, an estimated $1.31M sold.
Based on aggregated 13F filings for Q4 2022.