iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
7 hedge funds and large institutions have $2.79M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
4% less capital invested
Capital invested by funds: $2.92M → $2.79M (-$122K)
5.19% less ownership
Funds ownership: 19.26% → 14.06% (-5.2%)
22% less funds holding
Funds holding: 9 → 7 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$326K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$114K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.82K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$777K |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$39.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GG
1
Gofen & Glossberg
Chicago,
Illinois
| $1.02M | – | – | – |
|
|
2
Jane Street
New York
| $1.01M | +$326K | +11,863 | +50% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $319K | +$5.82K | +212 | +2% |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $175K | – | – | – |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $138K | +$114K | +4,145 | +577% |
|
|
CFA
6
Carroll Financial Associates
Charlotte,
North Carolina
| $115K | -$39.5K | -1,441 | -26% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $14K | – | – | – |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$777K | -30,807 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$27K | -1,062 | Closed |
|
HSCZ Hedge Fund Activity: Q1 2019 in Review
7 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q1 2019, worth a combined $2.79M — down 4.2% from $2.92M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HSCZ and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Jane Street, adding an estimated $326K. The largest seller was Citadel Advisors, exiting entirely with an estimated $777K sold.
- 7 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q1 2019, down from 9 in Q4 2018.
- Funds reported $2.79M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q1 2019, down 4.2% quarter-over-quarter.
- 0 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q1 2019 and 2 closed out, a net change of -2 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q1 2019 was Jane Street, an estimated $326K added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q1 2019 was Citadel Advisors, an estimated $777K sold.
Based on aggregated 13F filings for Q1 2019.