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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Berkeley Inc
Boise,
Idaho
|
+$6.95M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.6M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$991K |
| 4 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
+$570K |
| 5 |
S
Sachetta
Lynnfield,
Massachusetts
|
+$540K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$7.65M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.14M |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$546K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$537K |
| 5 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
-$309K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWA
51
Visionary Wealth Advisors
O'fallon,
Illinois
| – | -$546K | -17,109 | Closed |
|
|
FTUS
52
Flow Traders U.S.
New York
| – | -$211K | -6,618 | Closed |
|
53
Jane Street
New York
| – | -$203K | -6,362 | Closed |
|
|
GI
54
Gradient Investments
Arden Hills,
Minnesota
| – | -$8.62K | -270 | Closed |
|
55
UBS Group
Zurich,
Switzerland
| – | -$1.76K | -55 | Closed |
|
|
NA
56
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.12K | -35 | Closed |
|
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.