iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
29 hedge funds and large institutions have $33.8M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
26% more funds holding
Funds holding: 23 → 29 (+6)
20% more capital invested
Capital invested by funds: $28M → $33.8M (+$5.74M)
4.66% more ownership
Funds ownership: 29.69% → 34.34% (+4.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$3.01M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$782K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$778K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$634K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$540K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$492K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$202K |
| 3 |
SL
Savior LLC
Wellesley Hills,
Massachusetts
|
-$117K |
| 4 |
LPL Financial
San Diego,
California
|
-$47K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$17.7K |
HSCZ Hedge Fund Activity: Q3 2023 in Review
29 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q3 2023, worth a combined $33.8M — up 20% from $28M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HSCZ positions and 2 closed out — a net gain of 6 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $3.01M. The largest seller was Cetera Advisor Networks, cutting an estimated $492K.
- 29 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q3 2023, up from 23 in Q2 2023.
- Funds reported $33.8M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q3 2023, up 20% quarter-over-quarter.
- 8 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q3 2023 and 2 closed out, a net change of +6 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q3 2023 was Systelligence LLC, an estimated $3.01M added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q3 2023 was Cetera Advisor Networks, an estimated $492K sold.
Based on aggregated 13F filings for Q3 2023.