iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
24 hedge funds and large institutions have $25.2M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 7 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
3% more capital invested
Capital invested by funds: $24.4M → $25.2M (+$762K)
0.44% less ownership
Funds ownership: 30.02% → 29.58% (-0.44%)
20% less funds holding
Funds holding: 30 → 24 (-6)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
+$1.52M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.14M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$557K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$290K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$717K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$650K |
| 3 |
Jane Street
New York
|
-$343K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$297K |
| 5 |
WMG
WESCAP Management Group
Glendale,
California
|
-$263K |
HSCZ Hedge Fund Activity: Q1 2023 in Review
24 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q1 2023, worth a combined $25.2M — up 3.1% from $24.4M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of HSCZ and 2 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 9 added.
The largest buyer was Capital Wealth Management, adding an estimated $1.52M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $717K sold.
- 24 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q1 2023, down from 30 in Q4 2022.
- Funds reported $25.2M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q1 2023, up 3.1% quarter-over-quarter.
- 2 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q1 2023 and 7 closed out, a net change of -5 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q1 2023 was Capital Wealth Management, an estimated $1.52M added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $717K sold.
Based on aggregated 13F filings for Q1 2023.