iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
40 hedge funds and large institutions have $49.1M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 5 closing their positions.
315% more capital inflows, than outflows
Capital inflows: $8.5M | Capital outflows: $2.05M
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
18% more funds holding
Funds holding: 34 → 40 (+6)
2.84% more ownership
Funds ownership: 36.82% → 39.66% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.08M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.52M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$995K |
| 4 |
SWM
Solano Wealth Management
Fairfield,
California
|
+$928K |
| 5 |
TFM
Trademark Financial Management
Bloomington,
Minnesota
|
+$642K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
-$1.21M |
| 2 |
Certified Advisory Corp
Altamonte Springs,
Florida
|
-$204K |
| 3 |
Avantax Advisory Services
Dallas,
Texas
|
-$158K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$143K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$83K |
HSCZ Hedge Fund Activity: Q1 2024 in Review
40 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q1 2024, worth a combined $49.1M — up 25% from $39.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HSCZ positions and 5 closed out — a net gain of 6 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.08M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.21M sold.
- 40 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q1 2024, up from 34 in Q4 2023.
- Funds reported $49.1M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q1 2024, up 25% quarter-over-quarter.
- 11 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q1 2024 and 5 closed out, a net change of +6 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.08M added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q1 2024 was Old Mission Capital, an estimated $1.21M sold.
Based on aggregated 13F filings for Q1 2024.