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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.23M |
| 2 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$2.34M |
| 3 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$1.58M |
| 4 |
S
Sachetta
Lynnfield,
Massachusetts
|
+$688K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$536K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Berkeley Inc
Boise,
Idaho
|
-$6.47M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$1.8M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$719K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$600K |
| 5 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
-$591K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| – | -$36K | -1,124 | Closed |
|
|
AWM
52
Avior Wealth Management
Omaha,
Nebraska
| – | -$29K | -1,003 | Closed |
|
|
GWM
53
Geneos Wealth Management
Englewood,
Colorado
| – | -$5.25K | -164 | Closed |
|
|
CAL
54
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$2K | -53 | Closed |
|
|
PMFA
55
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$896 | -28 | Closed |
|
|
CAWM
56
Capital A Wealth Management
New Castle,
Pennsylvania
| – | -$608 | -19 | Closed |
|
|
SIS
57
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$544 | -17 | Closed |
|
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.