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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

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

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
LPL Financial
1
LPL Financial
California
$9.44M +$4.23M +130,048 +80%
CWM
2
Capital Wealth Management
Rhode Island
$8.22M +$286K +8,788 +4%
S
3
Sachetta
Massachusetts
$4.24M +$688K +21,132 +19%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.56M -$33.4K -1,026 -0.9%
IAG
5
Ipsen Advisor Group
Arkansas
$3.17M +$30.2K +929 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.04M +$176K +5,392 +6%
LWM
7
Lighthouse Wealth Management
Ohio
$2.97M +$151K +4,639 +5%
AWM
8
AE Wealth Management
Kansas
$2.83M -$719K -22,094 -20%
Bank of America
9
Bank of America
North Carolina
$2.66M -$330K -10,140 -11%
CWM
10
Comprehensive Wealth Management
Washington
$2.63M -$591K -18,163 -18%
VCM
11
Virtue Capital Management
Tennessee
$2.32M +$2.34M +71,916 New
SL
12
Systelligence LLC
Minnesota
$2.28M -$1.8M -55,286 -44%
BI
13
Berkeley Inc
Idaho
$1.71M -$6.47M -198,584 -79%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.64M +$3.19K +98 +0.2%
CAC
15
Certified Advisory Corp
Florida
$1.62M -$107K -3,284 -6%
WMG
16
WESCAP Management Group
California
$1.53M +$44.8K +1,375 +3%
AC
17
Apella Capital
Connecticut
$1.5M +$1.58M +48,469 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.14M +$265K +8,153 +30%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.04M +$261K +8,010 +33%
FF
20
Fortitude Financial
Washington
$699K – – –
MF
21
Montis Financial
Massachusetts
$674K -$135K -4,134 -16%
Osaic Holdings
22
Osaic Holdings
Arizona
$638K +$69.9K +2,148 +12%
DAS
23
Dynamic Advisor Solutions
Arizona
$618K +$18.1K +557 +3%
TAP
24
Tounjian Advisory Partners
Florida
$594K +$601K +18,462 New
FTUS
25
Flow Traders U.S.
New York
$530K +$536K +16,457 New
1
2 3

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.