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iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ

14 hedge funds and large institutions have $8.56M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more capital invested

Capital invested by funds: $2.46M → $8.56M (+$6.1M)

75% more funds holding

Funds holding: 8 → 14 (+6)

14.72% more ownership

Funds ownership: 8.45% → 23.17% (+15%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
14
Holders Change
+6
Holders Change %
+75%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCS
Personal CFO Solutions
New Jersey
+$361K
2
DAS
Dynamic Advisor Solutions
Arizona
+$300K
3
Jane Street
Jane Street
New York
+$237K
4
MAS
Managed Account Services
Florida
+$203K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$197K

Top Sellers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$18.2K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.84K
3
AG
Advisor Group
Arizona
-$2.03K
Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1
Systelligence LLC
Minnesota
$3.87M +$3.81M +126,004 New
GG
2
Gofen & Glossberg
Illinois
$1.08M – – –
PCS
3
Personal CFO Solutions
New Jersey
$855K +$361K +11,909 +77%
VCM
4
Verde Capital Management
Michigan
$752K +$741K +24,471 New
Jane Street
5
Jane Street
New York
$465K +$237K +7,828 +107%
Bank of America
6
Bank of America
North Carolina
$399K +$30.9K +1,021 +9%
DAS
7
Dynamic Advisor Solutions
Arizona
$304K +$300K +9,897 New
MAS
8
Managed Account Services
Florida
$208K +$203K +6,702 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$200K +$197K +6,506 New
AG
10
Advisor Group
Arizona
$195K -$2.03K -67 -1%
CFA
11
Carroll Financial Associates
North Carolina
$166K – – –
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$58K -$18.2K -600 -24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1K -$4.84K -160 -80%
Wells Fargo
14
Wells Fargo
California
– +$61 +2 New

HSCZ Hedge Fund Activity: Q4 2019 in Review

14 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q4 2019, worth a combined $8.56M — up 248% from $2.46M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HSCZ positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Personal CFO Solutions, adding an estimated $361K. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $18.2K.

  • 14 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q4 2019, up from 8 in Q3 2019.
  • Funds reported $8.56M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q4 2019, up 248% quarter-over-quarter.
  • 6 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q4 2019 and 0 closed out, a net change of +6 holders.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q4 2019 was Personal CFO Solutions, an estimated $361K added.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $18.2K sold.

Based on aggregated 13F filings for Q4 2019.