iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
29 hedge funds and large institutions have $25.2M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 10 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
1.56% more ownership
Funds ownership: 23.43% → 24.98% (+1.6%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
3% less capital invested
Capital invested by funds: $25.9M → $25.2M (-$678K)
12% less funds holding
Funds holding: 33 → 29 (-4)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
+$2.32M |
| 2 |
BI
Berkeley Inc
Boise,
Idaho
|
+$876K |
| 3 |
WMG
WESCAP Management Group
Glendale,
California
|
+$765K |
| 4 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
+$601K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$437K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWM
Atlas Private Wealth Management
Albany,
New York
|
-$929K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$628K |
| 3 |
Jane Street
New York
|
-$457K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$316K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$277K |
HSCZ Hedge Fund Activity: Q2 2022 in Review
29 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q2 2022, worth a combined $25.2M — down 2.6% from $25.9M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HSCZ and 6 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 8 added.
The largest buyer was Capital Wealth Management, adding an estimated $2.32M. The largest seller was Atlas Private Wealth Management, exiting entirely with an estimated $929K sold.
- 29 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q2 2022, down from 33 in Q1 2022.
- Funds reported $25.2M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q2 2022, down 2.6% quarter-over-quarter.
- 6 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q2 2022 and 10 closed out, a net change of -4 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q2 2022 was Capital Wealth Management, an estimated $2.32M added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q2 2022 was Atlas Private Wealth Management, an estimated $929K sold.
Based on aggregated 13F filings for Q2 2022.