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iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ

49 hedge funds and large institutions have $60.4M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

23% more capital invested

Capital invested by funds: $49.1M → $60.4M (+$11.3M)

23% more funds holding

Funds holding: 40 → 49 (+9)

1.72% more ownership

Funds ownership: 39.66% → 41.38% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
49
Holders Change
+9
Holders Change %
+22.5%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
18
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$7.59M
2
S
Sachetta
Massachusetts
+$1.36M
3
VWA
Visionary Wealth Advisors
Illinois
+$542K
4
OMC
Old Mission Capital
Illinois
+$517K
5
CWM
Comprehensive Wealth Management
Washington
+$486K

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$525K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$494K
3
CBFP
Cedar Brook Financial Partners
Ohio
-$347K
4
AAS
Avantax Advisory Services
Texas
-$311K
5
Bank of America
Bank of America
North Carolina
-$176K
Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
26
Sage Mountain Advisors
Georgia
$322K – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$309K +$306K +9,663 New
EH
28
Equitable Holdings
New York
$296K +$83K +2,618 +39%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$292K +$15.5K +489 +6%
MA
30
MONECO Advisors
Connecticut
$249K +$247K +7,810 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$224K +$8.74K +276 +4%
FTUS
32
Flow Traders U.S.
New York
$211K +$210K +6,618 New
MML Investors Services
33
MML Investors Services
Massachusetts
$205K +$203K +6,420 New
Jane Street
34
Jane Street
New York
$203K -$45.6K -1,440 -18%
GJIA
35
Glass Jacobson Investment Advisors
Maryland
$178K +$25.3K +797 +17%
GRP
36
Global Retirement Partners
California
$62.1K -$1.39K -44 -2%
Comerica Bank
37
Comerica Bank
Texas
$60.9K – – –
AWM
38
Avior Wealth Management
Nebraska
$28.9K – – –
Morgan Stanley
39
Morgan Stanley
New York
$22.6K -$22.7K -716 -50%
CA
40
Continuum Advisory
Idaho
$20.7K – – –
HI
41
Harbour Investments
Wisconsin
$14.2K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$13K – – –
GI
43
Gradient Investments
Minnesota
$8.62K +$8.55K +270 New
PS
44
Principal Securities
Iowa
$6.39K – – –
S
45
SignatureFD
Georgia
$4.63K – – –
CAL
46
Capital Analysts LLC
Pennsylvania
$2K +$1.68K +53 New
UBS Group
47
UBS Group
Switzerland
$1.76K -$5.36K -169 -75%
NA
48
NewEdge Advisors
Louisiana
$1.12K -$525K -16,558 -100%
SIS
49
Sound Income Strategies
Florida
$926 +$919 +29 New
Wells Fargo
50
Wells Fargo
California
$8 – – –
1
2
3

HSCZ Hedge Fund Activity: Q2 2024 in Review

49 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q2 2024, worth a combined $60.4M — up 23% from $49.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HSCZ positions and 2 closed out — a net gain of 10 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $7.59M. The largest seller was NewEdge Advisors, cutting an estimated $525K.

  • 49 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q2 2024, up from 40 in Q1 2024.
  • Funds reported $60.4M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 12 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q2 2024 and 2 closed out, a net change of +10 holders.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q2 2024 was HighTower Advisors, an estimated $7.59M added.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q2 2024 was NewEdge Advisors, an estimated $525K sold.

Based on aggregated 13F filings for Q2 2024.