We are live on ! Find out more
HSCZ icon

iShares Currency Hedged MSCI EAFE Small-Cap ETF

50 hedge funds and large institutions have $60.2M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

9% more funds holding

Funds holding: 4650 (+4)

3.31% less ownership

Funds ownership: 41.35%38.04% (-3.3%)

7% less capital invested

Capital invested by funds: $64.6M → $60.2M (-$4.42M)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
15
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Capital Wealth Management
Rhode Island
$9.72M +$603K +18,159 +7%
LPL Financial
2
LPL Financial
California
$5.58M -$4.52M -136,134 -46%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.74M +$356K +10,728 +11%
IAG
4
Ipsen Advisor Group
Arkansas
$3.62M +$107K +3,225 +3%
AWM
5
AE Wealth Management
Kansas
$3.59M +$436K +13,136 +15%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.1M -$777K -23,370 -21%
LWM
7
Lighthouse Wealth Management
Ohio
$3.06M -$207K -6,230 -7%
S
8
Sachetta
Massachusetts
$3.01M -$1.56M -46,817 -36%
Bank of America
9
Bank of America
North Carolina
$2.96M +$15K +452 +0.5%
CWM
10
Comprehensive Wealth Management
Washington
$2.55M -$339K -10,207 -12%
CAC
11
Certified Advisory Corp
Florida
$1.94M +$138K +4,163 +8%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.79M -$22.6K -681 -1%
AC
13
Apella Capital
Connecticut
$1.49M -$200K -6,020 -12%
WMG
14
WESCAP Management Group
California
$1.32M -$342K -10,297 -22%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.29M +$32.4K +974 +3%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.28M +$128K +3,848 +12%
BI
17
Berkeley Inc
Idaho
$1.13M -$702K -21,141 -40%
FTUS
18
Flow Traders U.S.
New York
$886K +$281K +8,465 +51%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$714K +$182K +5,485 +38%
DAS
20
Dynamic Advisor Solutions
Arizona
$643K -$36.7K -1,105 -6%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$602K +$563K +16,945 New
TAP
22
Tounjian Advisory Partners
Florida
$589K -$5.32K -160 -0.9%
IA
23
IFP Advisors
Florida
$532K +$384K +11,549 +337%
RC
24
Rovin Capital
Arizona
$514K -$1.26K -38 -0.3%
Osaic Holdings
25
Osaic Holdings
Arizona
$490K -$200K -6,026 -30%