iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
23 hedge funds and large institutions have $28M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 5 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
12% more capital invested
Capital invested by funds: $25M → $28M (+$3.09M)
0.11% more ownership
Funds ownership: 29.58% → 29.69% (+0.11%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 24 → 23 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.23M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$696K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$326K |
| 4 |
WMG
WESCAP Management Group
Glendale,
California
|
+$284K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.33M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$340K |
| 3 |
SL
Savior LLC
Wellesley Hills,
Massachusetts
|
-$324K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$287K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$276K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$340K | -12,408 | Closed |
|
|
RJA
27
Raymond James & Associates
St Petersburg,
Florida
| – | -$287K | -10,472 | Closed |
|
|
AWS
28
Atria Wealth Solutions
New York
| – | -$276K | -10,075 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$3.89K | -142 | Closed |
|
HSCZ Hedge Fund Activity: Q2 2023 in Review
23 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q2 2023, worth a combined $28M — up 12% from $25M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of HSCZ and 4 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 12 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $2.23M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.33M sold.
- 23 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q2 2023, down from 24 in Q1 2023.
- Funds reported $28M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 4 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q2 2023 and 5 closed out, a net change of -1 holder.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $2.23M added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q2 2023 was Flow Traders U.S., an estimated $1.33M sold.
Based on aggregated 13F filings for Q2 2023.