iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
6 hedge funds and large institutions have $11.7M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
79% more capital invested
Capital invested by funds: $6.55M → $11.7M (+$5.19M)
49.25% more ownership
Funds ownership: 70.41% → 119.66% (+49%)
20% more funds holding
Funds holding: 5 → 6 (+1)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$5.78M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$32.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$350K |
| 2 |
Citigroup
New York
|
-$343K |
| 3 |
Jane Street
New York
|
-$282K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
1
Carroll Financial Associates
Charlotte,
North Carolina
| $5.8M | +$5.78M | +236,241 | New |
|
|
CAN
2
Cetera Advisor Networks
El Segundo,
California
| $3.15M | -$350K | -14,275 | -10% |
|
|
3
Citigroup
New York
| $1.86M | -$343K | -14,000 | -16% |
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $869K | – | – | – |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $34K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| $33K | +$32.7K | +1,335 | New |
|
|
7
Jane Street
New York
| – | -$282K | -12,320 | Closed |
|
HSCZ Hedge Fund Activity: Q4 2015 in Review
6 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q4 2015, worth a combined $11.7M — up 79% from $6.55M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HSCZ positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Carroll Financial Associates, opening a new position worth an estimated $5.78M. The largest seller was Cetera Advisor Networks, cutting an estimated $350K.
- 6 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q4 2015, up from 5 in Q3 2015.
- Funds reported $11.7M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q4 2015, up 79% quarter-over-quarter.
- 2 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q4 2015 and 1 closed out, a net change of +1 holder.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q4 2015 was Carroll Financial Associates, an estimated $5.78M added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q4 2015 was Cetera Advisor Networks, an estimated $350K sold.
Based on aggregated 13F filings for Q4 2015.