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iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
HSCZ
13 hedge funds and large institutions have $10.9M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
106% more capital invested
Capital invested by funds: $5.3M → $10.9M (+$5.63M)
30% more funds holding
Funds holding: 10 → 13 (+3)
7.57% more ownership
Funds ownership: 10.79% → 18.36% (+7.6%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Holders
13
Holders Change
+3
Holders Change %
+30%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
4
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$81.8K |
| 2 |
GG
Gofen & Glossberg
Chicago,
Illinois
|
-$60.8K |
| 3 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
-$26.7K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BI
1
Berkeley Inc
Boise,
Idaho
| $4.48M | +$4.23M | +139,297 | New |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $1.5M | +$114K | +3,767 | +9% |
|
|
SS
3
Simplicity Solutions
Minneapolis,
Minnesota
| $1.5M | +$113K | +3,724 | +9% |
|
|
RJFSA
4
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $814K | +$19.8K | +651 | +3% |
|
|
GG
5
Gofen & Glossberg
Chicago,
Illinois
| $808K | -$60.8K | -2,000 | -7% |
|
6
Bank of America
Charlotte,
North Carolina
| $602K | +$47K | +1,547 | +9% |
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $366K | +$345K | +11,360 | New |
|
|
DAS
8
Dynamic Advisor Solutions
Phoenix,
Arizona
| $268K | -$81.8K | -2,693 | -24% |
|
|
CWM
9
Capital Wealth Management
W. Warwick,
Rhode Island
| $230K | -$26.7K | -879 | -11% |
|
|
CFA
10
Carroll Financial Associates
Charlotte,
North Carolina
| $173K | – | – | – |
|
|
11
Osaic Holdings
Scottsdale,
Arizona
| $136K | -$11.3K | -372 | -8% |
|
|
APWM
12
Atlas Private Wealth Management
Albany,
New York
| $57K | +$54.1K | +1,780 | New |
|