iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
4 hedge funds and large institutions have $1.62M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
20% less funds holding
Funds holding: 5 → 4 (-1)
37.48% less ownership
Funds ownership: 59.19% → 21.71% (-37%)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
79% less capital invested
Capital invested by funds: $7.61M → $1.62M (-$6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GG
Gofen & Glossberg
Chicago,
Illinois
|
+$818K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$23.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$6.31M |
| 2 |
Jane Street
New York
|
-$593K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GG
1
Gofen & Glossberg
Chicago,
Illinois
| $848K | +$818K | +28,500 | New |
|
|
CFA
2
Carroll Financial Associates
Charlotte,
North Carolina
| $291K | – | – | – |
|
|
3
Jane Street
New York
| $267K | -$593K | -20,664 | -70% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $211K | +$23.2K | +809 | +13% |
|
|
5
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$6.31M | -220,698 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$1K | -33 | Closed |
|
HSCZ Hedge Fund Activity: Q3 2017 in Review
4 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q3 2017, worth a combined $1.62M — down 79% from $7.61M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HSCZ and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Gofen & Glossberg, opening a new position worth an estimated $818K. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $6.31M sold.
- 4 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q3 2017, down from 5 in Q2 2017.
- Funds reported $1.62M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q3 2017, down 79% quarter-over-quarter.
- 1 fund opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q3 2017 and 2 closed out, a net change of -1 holder.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q3 2017 was Gofen & Glossberg, an estimated $818K added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $6.31M sold.
Based on aggregated 13F filings for Q3 2017.