iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
7 hedge funds and large institutions have $3.55M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
54% more capital invested
Capital invested by funds: $2.3M → $3.55M (+$1.24M)
40% more funds holding
Funds holding: 5 → 7 (+2)
7.08% more ownership
Funds ownership: 25.35% → 32.43% (+7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$539K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$293K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$282K |
| 4 |
Jane Street
New York
|
+$91.5K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$13.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GG
Gofen & Glossberg
Chicago,
Illinois
|
-$31.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GG
1
Gofen & Glossberg
Chicago,
Illinois
| $1.12M | -$31.6K | -1,000 | -3% |
|
|
2
Jane Street
New York
| $859K | +$91.5K | +2,896 | +12% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $552K | +$282K | +8,936 | +103% |
|
|
WI
4
WBI Investments
Red Bank,
New Jersey
| $533K | +$539K | +17,043 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $290K | +$293K | +9,283 | New |
|
|
CFA
6
Carroll Financial Associates
Charlotte,
North Carolina
| $180K | – | – | – |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $13K | +$13.5K | +428 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$4K | -135 | Closed |
|
HSCZ Hedge Fund Activity: Q2 2018 in Review
7 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q2 2018, worth a combined $3.55M — up 54% from $2.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HSCZ positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was WBI Investments, opening a new position worth an estimated $539K. The largest seller was Gofen & Glossberg, cutting an estimated $31.6K.
- 7 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q2 2018, up from 5 in Q1 2018.
- Funds reported $3.55M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q2 2018, up 54% quarter-over-quarter.
- 3 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q2 2018 and 1 closed out, a net change of +2 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q2 2018 was WBI Investments, an estimated $539K added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q2 2018 was Gofen & Glossberg, an estimated $31.6K sold.
Based on aggregated 13F filings for Q2 2018.