iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
14 hedge funds and large institutions have $13M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.
52% more capital invested
Capital invested by funds: $8.56M → $13M (+$4.46M)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
9.36% more ownership
Funds ownership: 23.17% → 32.53% (+9.4%)
0% more funds holding
Funds holding: 14 → 14 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$6.08M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.08M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.07M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$950K |
| 5 |
Jane Street
New York
|
+$457K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Verde Capital Management
Clarkston,
Michigan
|
-$752K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$304K |
| 3 |
MAS
Managed Account Services
Coconut Grove,
Florida
|
-$208K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$200K |
| 5 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$142K |
HSCZ Hedge Fund Activity: Q1 2020 in Review
14 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q1 2020, worth a combined $13M — up 52% from $8.56M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HSCZ positions and 4 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Systelligence LLC, adding an estimated $6.08M. The largest seller was Verde Capital Management, exiting entirely with an estimated $752K sold.
- 14 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $13M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q1 2020, up 52% quarter-over-quarter.
- 6 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q1 2020 and 4 closed out, a net change of +2 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q1 2020 was Systelligence LLC, an estimated $6.08M added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q1 2020 was Verde Capital Management, an estimated $752K sold.
Based on aggregated 13F filings for Q1 2020.