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iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ

46 hedge funds and large institutions have $64.6M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $65.4M → $64.6M (-$718K)

1.73% less ownership

Funds ownership: 43.08% → 41.35% (-1.7%)

8% less funds holding

Funds holding: 50 → 46 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
17
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.23M
2
VCM
Virtue Capital Management
Tennessee
+$2.34M
3
AC
Apella Capital
Connecticut
+$1.58M
4
S
Sachetta
Massachusetts
+$688K
5
FTUS
Flow Traders U.S.
New York
+$536K

Top Sellers

Rank Fund Capital Flow
1
BI
Berkeley Inc
Idaho
-$6.47M
2
SL
Systelligence LLC
Minnesota
-$1.8M
3
AWM
AE Wealth Management
Kansas
-$719K
4
Raymond James Financial
Raymond James Financial
Florida
-$600K
5
CWM
Comprehensive Wealth Management
Washington
-$591K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$519K -$600K -18,436 -53%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$470K +$142K +4,370 +43%
RC
28
Rovin Capital
Arizona
$466K +$22K +676 +5%
SMA
29
Sage Mountain Advisors
Georgia
$326K – – –
TFS
30
Thoroughbred Financial Services
Tennessee
$326K -$123K -3,789 -27%
EH
31
Equitable Holdings
New York
$258K -$18.7K -573 -7%
SEIA
32
Signature Estate & Investment Advisors
California
$231K +$5.47K +168 +2%
GJIA
33
Glass Jacobson Investment Advisors
Maryland
$224K – – –
AAS
34
Avantax Advisory Services
Texas
$211K -$382K -11,724 -64%
IA
35
IFP Advisors
Florida
$110K +$112K +3,427 New
WSFS
36
Wilmington Savings Fund Society
Delaware
$67.6K – – –
Comerica Bank
37
Comerica Bank
Texas
$67.3K +$5.99K +184 +10%
Morgan Stanley
38
Morgan Stanley
New York
$23.8K -$73.3K -2,252 -75%
CA
39
Continuum Advisory
Idaho
$20.9K – – –
HI
40
Harbour Investments
Wisconsin
$14.3K -$423 -13 -3%
PS
41
Principal Securities
Iowa
$9.44K – – –
ACA
42
Aptus Capital Advisors
Alabama
$8.05K -$2.02K -62 -20%
KAS
43
Kestra Advisory Services
Texas
$7.47K +$7.55K +232 New
S
44
SignatureFD
Georgia
$5.38K +$716 +22 +15%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$3K -$35.6K -1,092 -92%
CFD
46
Creative Financial Designs
Indiana
$193 +$195 +6 New
Wells Fargo
47
Wells Fargo
California
$13 – – –
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
– -$506K -15,794 Closed
MA
49
MONECO Advisors
Connecticut
– -$346K -10,807 Closed
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
– -$260K -8,116 Closed
1
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HSCZ Hedge Fund Activity: Q1 2025 in Review

46 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q1 2025, worth a combined $64.6M — down 1.1% from $65.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HSCZ and 7 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 17 added.

The largest buyer was LPL Financial, adding an estimated $4.23M. The largest seller was Berkeley Inc, cutting an estimated $6.47M.

  • 46 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q1 2025, down from 50 in Q4 2024.
  • Funds reported $64.6M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q1 2025, down 1.1% quarter-over-quarter.
  • 7 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q1 2025 and 10 closed out, a net change of -3 holders.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q1 2025 was LPL Financial, an estimated $4.23M added.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q1 2025 was Berkeley Inc, an estimated $6.47M sold.

Based on aggregated 13F filings for Q1 2025.