We are live on ! Find out more
HSCZ icon

iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ

30 hedge funds and large institutions have $24.4M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

3.94% more ownership

Funds ownership: 26.08% → 30.02% (+3.9%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 31 → 30 (-1)

12% less capital invested

Capital invested by funds: $27.8M → $24.4M (-$3.4M)

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
5
Increased
12
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$544K
2
Bank of America
Bank of America
North Carolina
+$369K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$342K
4
Jane Street
Jane Street
New York
+$327K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$254K

Top Sellers

1
CAC
Certified Advisory Corp
Florida
-$1.31M
2
CWM
Capital Wealth Management
Rhode Island
-$1.19M
3
WMG
WESCAP Management Group
California
-$1.12M
4
OMC
Old Mission Capital
Illinois
-$507K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1
Capital Wealth Management
Rhode Island
$4.6M -$1.19M -40,112 -18%
BI
2
Berkeley Inc
Idaho
$4.59M -$56.9K -1,918 -1%
IAG
3
Ipsen Advisor Group
Arkansas
$1.96M +$2.25M +75,763 New
AWM
4
AE Wealth Management
Kansas
$1.77M -$46.3K -1,559 -2%
CAN
5
Cetera Advisor Networks
California
$1.66M +$159K +5,347 +9%
FTUS
6
Flow Traders U.S.
New York
$1.42M +$544K +18,316 +50%
LPL Financial
7
LPL Financial
California
$1.29M +$178K +5,995 +14%
Bank of America
8
Bank of America
North Carolina
$1.14M +$369K +12,440 +39%
CWM
9
Comprehensive Wealth Management
Washington
$774K +$140K +4,719 +19%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$717K -$57.6K -1,939 -7%
Jane Street
11
Jane Street
New York
$678K +$327K +11,000 +72%
OMC
12
Old Mission Capital
Illinois
$650K -$507K -17,069 -40%
DAS
13
Dynamic Advisor Solutions
Arizona
$503K +$91.9K +3,095 +19%
MML Investors Services
14
MML Investors Services
Massachusetts
$426K +$101K +3,405 +26%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$307K +$85.4K +2,877 +32%
SL
16
Savior LLC
Massachusetts
$301K +$22.4K +754 +7%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$297K +$342K +11,507 New
WMG
18
WESCAP Management Group
California
$263K -$1.12M -37,571 -79%
AWS
19
Atria Wealth Solutions
New York
$260K -$140K -4,727 -32%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$220K +$254K +8,548 New
Osaic Holdings
21
Osaic Holdings
Arizona
$163K -$50.4K -1,698 -21%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$159K -$149K -5,010 -45%
UBS Group
23
UBS Group
Switzerland
$148K +$169K +5,686 +9,321%
IA
24
IFP Advisors
Florida
$46K – – –
MFA
25
Morling Financial Advisors
California
$37.1K – – –
1
2

HSCZ Hedge Fund Activity: Q4 2022 in Review

30 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q4 2022, worth a combined $24.4M — down 12% from $27.8M a quarter earlier.

Fund positioning in HSCZ was balanced in Q4 2022: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 10 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $544K. The largest seller was Certified Advisory Corp, exiting entirely with an estimated $1.31M sold.

  • 30 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q4 2022, down from 31 in Q3 2022.
  • Funds reported $24.4M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q4 2022, down 12% quarter-over-quarter.
  • 5 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q4 2022 and 5 closed out, a net change of 0 holders.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q4 2022 was Flow Traders U.S., an estimated $544K added.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q4 2022 was Certified Advisory Corp, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2022.