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iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ

48 hedge funds and large institutions have $62M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

3% more capital invested

Capital invested by funds: $60.4M → $62M (+$1.62M)

0.34% more ownership

Funds ownership: 41.38% → 41.73% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 49 → 48 (-1)

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
20
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Berkeley Inc
Idaho
+$6.95M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.6M
3
OMC
Old Mission Capital
Illinois
+$991K
4
CWM
Comprehensive Wealth Management
Washington
+$570K
5
S
Sachetta
Massachusetts
+$540K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$7.65M
2
AWM
AE Wealth Management
Kansas
-$2.14M
3
VWA
Visionary Wealth Advisors
Illinois
-$546K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$537K
5
CWM
Capital Wealth Management
Rhode Island
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$350K +$340K +10,714 New
SMA
27
Sage Mountain Advisors
Georgia
$329K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$306K +$7.61K +240 +3%
EH
29
Equitable Holdings
New York
$300K -$2.85K -90 -1%
MA
30
MONECO Advisors
Connecticut
$281K +$25.1K +792 +10%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$274K +$43.8K +1,381 +20%
AWM
32
Able Wealth Management
New Jersey
$253K -$144K -4,548 -37%
SEIA
33
Signature Estate & Investment Advisors
California
$224K -$132K -4,161 -38%
GJIA
34
Glass Jacobson Investment Advisors
Maryland
$184K +$2.31K +73 +1%
GRP
35
Global Retirement Partners
California
$74.3K +$10.4K +329 +17%
WSFS
36
Wilmington Savings Fund Society
Delaware
$70.3K +$68.3K +2,153 New
Comerica Bank
37
Comerica Bank
Texas
$62.3K – – –
AWM
38
Avior Wealth Management
Nebraska
$29.6K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$28.2K +$27.3K +862 New
Morgan Stanley
40
Morgan Stanley
New York
$23.1K – – –
CA
41
Continuum Advisory
Idaho
$20.8K – – –
HI
42
Harbour Investments
Wisconsin
$15K +$412 +13 +3%
PS
43
Principal Securities
Iowa
$6.53K – – –
S
44
SignatureFD
Georgia
$4.74K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$3K -$10.3K -325 -77%
CAL
46
Capital Analysts LLC
Pennsylvania
$2K – – –
SIS
47
Sound Income Strategies
Florida
$947 – – –
PMFA
48
Plante Moran Financial Advisors
Michigan
$915 +$888 +28 New
Wells Fargo
49
Wells Fargo
California
$10 – – –
HighTower Advisors
50
HighTower Advisors
Illinois
– -$7.65M -239,421 Closed
1
2
3

HSCZ Hedge Fund Activity: Q3 2024 in Review

48 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q3 2024, worth a combined $62M — up 2.7% from $60.4M a quarter earlier.

Fund positioning in HSCZ was balanced in Q3 2024: 7 funds opened new positions, 7 closed out, 20 added to existing stakes and 12 trimmed.

The largest buyer was Berkeley Inc, adding an estimated $6.95M. The largest seller was HighTower Advisors, exiting entirely with an estimated $7.65M sold.

  • 48 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q3 2024, down from 49 in Q2 2024.
  • Funds reported $62M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q3 2024, up 2.7% quarter-over-quarter.
  • 7 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q3 2024 and 7 closed out, a net change of 0 holders.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q3 2024 was Berkeley Inc, an estimated $6.95M added.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q3 2024 was HighTower Advisors, an estimated $7.65M sold.

Based on aggregated 13F filings for Q3 2024.