iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
9 hedge funds and large institutions have $2.92M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 6 → 9 (+3)
1.63% less ownership
Funds ownership: 20.89% → 19.26% (-1.6%)
11% less capital invested
Capital invested by funds: $3.26M → $2.92M (-$343K)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$672K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$46.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$29.9K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$13.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$193K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$130K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$120K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$7.53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GG
1
Gofen & Glossberg
Chicago,
Illinois
| $905K | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $777K | -$120K | -4,247 | -12% |
|
|
3
Jane Street
New York
| $601K | +$672K | +23,851 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $278K | -$193K | -6,837 | -38% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $156K | +$46.6K | +1,655 | +37% |
|
|
CFA
6
Carroll Financial Associates
Charlotte,
North Carolina
| $142K | -$7.53K | -267 | -5% |
|
|
7
UBS Group
Zurich,
Switzerland
| $27K | +$29.9K | +1,062 | New |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $18K | -$130K | -4,613 | -87% |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $12K | +$13.8K | +490 | New |
|
HSCZ Hedge Fund Activity: Q4 2018 in Review
9 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q4 2018, worth a combined $2.92M — down 11% from $3.26M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HSCZ positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $672K. The largest seller was Bank of America, cutting an estimated $193K.
- 9 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q4 2018, up from 6 in Q3 2018.
- Funds reported $2.92M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q4 2018, down 11% quarter-over-quarter.
- 3 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q4 2018 and 0 closed out, a net change of +3 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q4 2018 was Jane Street, an estimated $672K added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q4 2018 was Bank of America, an estimated $193K sold.
Based on aggregated 13F filings for Q4 2018.