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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S
Sachetta
Lynnfield,
Massachusetts
|
+$1.54M |
| 2 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
+$826K |
| 3 |
MF
Montis Financial
Waltham,
Massachusetts
|
+$811K |
| 4 |
LPL Financial
San Diego,
California
|
+$640K |
| 5 |
WMG
WESCAP Management Group
Glendale,
California
|
+$553K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Berkeley Inc
Boise,
Idaho
|
-$5.58M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.55M |
| 3 |
TFM
Trademark Financial Management
Bloomington,
Minnesota
|
-$672K |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
-$550K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$445K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $13 | – | – | – |
|
|
OMC
52
Old Mission Capital
Chicago,
Illinois
| – | -$1.55M | -47,579 | Closed |
|
|
TFM
53
Trademark Financial Management
Bloomington,
Minnesota
| – | -$672K | -20,555 | Closed |
|
|
VA
54
Valmark Advisers
Akron,
Ohio
| – | -$550K | -16,841 | Closed |
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$350K | -10,714 | Closed |
|
|
AWM
56
Able Wealth Management
Toms River,
New Jersey
| – | -$253K | -7,753 | Closed |
|
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.