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iShares Currency Hedged MSCI EAFE Small-Cap ETF

21 hedge funds and large institutions have $17.3M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

75% more funds holding

Funds holding: 1221 (+9)

42% more capital invested

Capital invested by funds: $12.2M → $17.3M (+$5.14M)

2.32% more ownership

Funds ownership: 16%18.32% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
21
Holders Change
+9
Holders Change %
+75%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
8
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Berkeley Inc
Idaho
$5.49M -$10.1K -280 -0.2%
AWM
2
AE Wealth Management
Kansas
$2.97M +$510K +14,137 +21%
CAN
3
Cetera Advisor Networks
California
$1.43M +$1.41M +39,246 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$971K +$1.88K +52 +0.2%
CAS
5
Cascadia Advisory Services
Oregon
$912K +$903K +25,040 New
APWM
6
Atlas Private Wealth Management
New York
$887K +$190K +5,274 +28%
CWM
7
Capital Wealth Management
Rhode Island
$850K +$604K +16,755 +253%
Bank of America
8
Bank of America
North Carolina
$743K +$9.41K +261 +1%
Jane Street
9
Jane Street
New York
$717K -$62.7K -1,740 -8%
GG
10
Gofen & Glossberg
Illinois
$437K -$195K -5,400 -31%
Osaic Holdings
11
Osaic Holdings
Arizona
$429K +$235K +6,531 +124%
FTUS
12
Flow Traders U.S.
New York
$397K +$393K +10,899 New
DAS
13
Dynamic Advisor Solutions
Arizona
$311K +$81.9K +2,272 +36%
OMC
14
Old Mission Capital
Illinois
$262K +$260K +7,203 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$260K +$258K +7,155 New
CFA
16
Carroll Financial Associates
North Carolina
$196K
HI
17
Harbour Investments
Wisconsin
$20K +$8.04K +223 +68%
UBS Group
18
UBS Group
Switzerland
$20K +$19.4K +538 New
LAS
19
Lloyd Advisory Services
Georgia
$17K +$16.4K +454 New
SL
20
Savior LLC
Massachusetts
$10K +$10.3K +287 New
APA
21
American Portfolios Advisors
New York
$5.9K +$5.84K +162 New

HSCZ Hedge Fund Activity: Q2 2021 in Review

21 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q2 2021, worth a combined $17.3M — up 42% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HSCZ positions and 0 closed out — a net gain of 9 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $1.41M. The largest seller was Gofen & Glossberg, cutting an estimated $195K.

  • 21 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q2 2021, up from 12 in Q1 2021.
  • Funds reported $17.3M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q2 2021, up 42% quarter-over-quarter.
  • 9 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q2 2021 and 0 closed out, a net change of +9 holders.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q2 2021 was Cetera Advisor Networks, an estimated $1.41M added.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q2 2021 was Gofen & Glossberg, an estimated $195K sold.

Based on aggregated 13F filings for Q2 2021.