iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
49 hedge funds and large institutions have $60.4M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
23% more capital invested
Capital invested by funds: $49.1M → $60.4M (+$11.3M)
23% more funds holding
Funds holding: 40 → 49 (+9)
1.72% more ownership
Funds ownership: 39.66% → 41.38% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$7.59M |
| 2 |
S
Sachetta
Lynnfield,
Massachusetts
|
+$1.36M |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$542K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$517K |
| 5 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
+$486K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$525K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$494K |
| 3 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
-$347K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$311K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$176K |
HSCZ Hedge Fund Activity: Q2 2024 in Review
49 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q2 2024, worth a combined $60.4M — up 23% from $49.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HSCZ positions and 2 closed out — a net gain of 10 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $7.59M. The largest seller was NewEdge Advisors, cutting an estimated $525K.
- 49 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q2 2024, up from 40 in Q1 2024.
- Funds reported $60.4M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q2 2024, up 23% quarter-over-quarter.
- 12 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q2 2024 and 2 closed out, a net change of +10 holders.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q2 2024 was HighTower Advisors, an estimated $7.59M added.
- The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q2 2024 was NewEdge Advisors, an estimated $525K sold.
Based on aggregated 13F filings for Q2 2024.