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iShares Currency Hedged MSCI EAFE Small-Cap ETF

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: 4049 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
51
Cedar Brook Financial Partners
Ohio
-$347K -11,003 Closed
WT
52
Washington Trust
Rhode Island
-$34.6K -1,098 Closed

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.