iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
34 hedge funds and large institutions have $39.4M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
17% more funds holding
Funds holding: 29 → 34 (+5)
17% more capital invested
Capital invested by funds: $33.8M → $39.4M (+$5.67M)
2.52% more ownership
Funds ownership: 34.34% → 36.86% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
+$1.26M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.16M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$657K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$482K |
| 5 |
LPL Financial
San Diego,
California
|
+$434K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$867K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$451K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$261K |
| 4 |
Jane Street
New York
|
-$215K |
| 5 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
-$108K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| $47.9K | +$45.9K | +1,643 | New |
|
|
MFA
27
Morling Financial Advisors
Fremont,
California
| $42.2K | – | – | – |
|
|
AWM
28
Avior Wealth Management
Omaha,
Nebraska
| $26.6K | – | – | – |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $15K | +$1.81K | +65 | +15% |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $13K | – | – | – |
|
|
EPW
31
Evergreen Private Wealth
Greenwood Village,
Colorado
| $7.33K | +$6.98K | +250 | New |
|
|
PS
32
Principal Securities
Des Moines,
Iowa
| $5.86K | +$5.58K | +200 | New |
|
|
S
33
SignatureFD
Atlanta,
Georgia
| $4.25K | – | – | – |
|
34
Wells Fargo
San Francisco,
California
| $37 | +$28 | +1 | New |
|
|
35
MML Investors Services
Springfield,
Massachusetts
| – | -$867K | -31,109 | Closed |
|
36
UBS Group
Zurich,
Switzerland
| – | -$26.3K | -945 | Closed |
|
|
SL
37
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$9.39K | -337 | Closed |
|
38
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3K | -95 | Closed |
|
HSCZ Hedge Fund Activity: Q4 2023 in Review
34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q4 2023, worth a combined $39.4M — up 17% from $33.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HSCZ positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Certified Advisory Corp, opening a new position worth an estimated $1.26M. The largest seller was MML Investors Services, exiting entirely with an estimated $867K sold.
- 34 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q4 2023, up from 29 in Q3 2023.
- Funds reported $39.4M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 9 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q4 2023 and 4 closed out, a net change of +5 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q4 2023 was Certified Advisory Corp, an estimated $1.26M added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q4 2023 was MML Investors Services, an estimated $867K sold.
Based on aggregated 13F filings for Q4 2023.