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iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ

50 hedge funds and large institutions have $65.4M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 7

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more capital invested

Capital invested by funds: $62M → $65.4M (+$3.34M)

4% more funds holding

Funds holding: 48 → 50 (+2)

1.36% more ownership

Funds ownership: 41.73% → 43.08% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
28
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
S
Sachetta
Massachusetts
+$1.54M
2
CWM
Comprehensive Wealth Management
Washington
+$826K
3
MF
Montis Financial
Massachusetts
+$811K
4
LPL Financial
LPL Financial
California
+$640K
5
WMG
WESCAP Management Group
California
+$553K

Top Sellers

Rank Fund Capital Flow
1
BI
Berkeley Inc
Idaho
-$5.58M
2
OMC
Old Mission Capital
Illinois
-$1.55M
3
TFM
Trademark Financial Management
Minnesota
-$672K
4
VA
Valmark Advisers
Ohio
-$550K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$445K
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
26
Rovin Capital
Arizona
$442K +$31.2K +964 +8%
MA
27
MONECO Advisors
Connecticut
$346K +$71.3K +2,205 +26%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$327K +$27.8K +861 +9%
SMA
29
Sage Mountain Advisors
Georgia
$324K +$1.94K +60 +0.6%
EH
30
Equitable Holdings
New York
$274K -$19.8K -611 -7%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$260K -$8.96K -277 -3%
SEIA
32
Signature Estate & Investment Advisors
California
$224K +$5.17K +160 +2%
GJIA
33
Glass Jacobson Investment Advisors
Maryland
$224K +$43.8K +1,355 +24%
Morgan Stanley
34
Morgan Stanley
New York
$95.7K +$73.8K +2,284 +324%
WSFS
35
Wilmington Savings Fund Society
Delaware
$67.2K -$1.78K -55 -3%
Comerica Bank
36
Comerica Bank
Texas
$61.1K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$38K +$35.3K +1,092 +1,138%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$36K +$8.47K +262 +30%
AWM
39
Avior Wealth Management
Nebraska
$29K – – –
CA
40
Continuum Advisory
Idaho
$20.7K – – –
HI
41
Harbour Investments
Wisconsin
$14.7K – – –
ACA
42
Aptus Capital Advisors
Alabama
$9.99K +$10.1K +312 New
PS
43
Principal Securities
Iowa
$9.44K +$3.07K +95 +48%
GRP
44
Global Retirement Partners
California
$8.99K -$64.4K -1,993 -88%
GWM
45
Geneos Wealth Management
Colorado
$5.25K +$5.3K +164 New
S
46
SignatureFD
Georgia
$4.64K – – –
CAL
47
Capital Analysts LLC
Pennsylvania
$2K – – –
PMFA
48
Plante Moran Financial Advisors
Michigan
$896 – – –
CAWM
49
Capital A Wealth Management
Pennsylvania
$608 +$614 +19 New
SIS
50
Sound Income Strategies
Florida
$544 -$388 -12 -41%
1
2
3

HSCZ Hedge Fund Activity: Q4 2024 in Review

50 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q4 2024, worth a combined $65.4M — up 5.4% from $62M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HSCZ positions and 5 closed out — a net gain of 3 holders — while 28 added to existing stakes and 7 trimmed.

The largest buyer was Sachetta, adding an estimated $1.54M. The largest seller was Berkeley Inc, cutting an estimated $5.58M.

  • 50 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q4 2024, up from 48 in Q3 2024.
  • Funds reported $65.4M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q4 2024, up 5.4% quarter-over-quarter.
  • 8 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q4 2024 and 5 closed out, a net change of +3 holders.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q4 2024 was Sachetta, an estimated $1.54M added.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q4 2024 was Berkeley Inc, an estimated $5.58M sold.

Based on aggregated 13F filings for Q4 2024.