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iShares Currency Hedged MSCI EAFE Small-Cap ETF

52 hedge funds and large institutions have $67.4M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $60.2M → $67.4M (+$7.13M)

4% more funds holding

Funds holding: 5052 (+2)

1.48% more ownership

Funds ownership: 38.04%39.52% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
24
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Capital Wealth Management
Rhode Island
$10.4M +$67.1K +1,832 +0.7%
LPL Financial
2
LPL Financial
California
$4.96M -$919K -25,082 -16%
AWM
3
AE Wealth Management
Kansas
$4.48M +$662K +18,050 +18%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.28M +$316K +8,614 +8%
IAG
5
Ipsen Advisor Group
Arkansas
$3.85M +$15.3K +418 +0.4%
LWM
6
Lighthouse Wealth Management
Ohio
$3.55M +$303K +8,266 +10%
CWM
7
Comprehensive Wealth Management
Washington
$3.35M +$636K +17,347 +24%
Bank of America
8
Bank of America
North Carolina
$3.16M +$24.9K +679 +0.8%
S
9
Sachetta
Massachusetts
$3.1M -$84K -2,291 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.05M -$220K -5,999 -7%
CAC
11
Certified Advisory Corp
Florida
$2.06M +$3K +82 +0.2%
FTUS
12
Flow Traders U.S.
New York
$2.03M +$1.07M +29,101 +117%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.89M -$2.82K -77 -0.2%
AC
14
Apella Capital
Connecticut
$1.55M -$59.5K -1,623 -4%
WMG
15
WESCAP Management Group
California
$1.44M +$39K +1,065 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.41M +$42.9K +1,171 +3%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.39M +$36.8K +1,005 +3%
BI
18
Berkeley Inc
Idaho
$1.18M -$19.1K -520 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$821K +$63.9K +1,744 +9%
IA
20
IFP Advisors
Florida
$704K +$137K +3,737 +25%
DAS
21
Dynamic Advisor Solutions
Arizona
$652K -$27K -736 -4%
TAP
22
Tounjian Advisory Partners
Florida
$645K -$42.3K -1,154 -6%
Jane Street
23
Jane Street
New York
$553K +$539K +14,711 New
RC
24
Rovin Capital
Arizona
$551K +$7.22K +197 +1%
PS
25
Principal Securities
Iowa
$532K +$25.4K +694 +5%

HSCZ Hedge Fund Activity: Q3 2025 in Review

52 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q3 2025, worth a combined $67.4M — up 12% from $60.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HSCZ positions and 6 closed out — a net gain of 4 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $1.07M. The largest seller was LPL Financial, cutting an estimated $919K.

  • 52 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q3 2025, up from 50 in Q2 2025.
  • Funds reported $67.4M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 10 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q3 2025 and 6 closed out, a net change of +4 holders.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q3 2025 was Flow Traders U.S., an estimated $1.07M added.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q3 2025 was LPL Financial, an estimated $919K sold.

Based on aggregated 13F filings for Q3 2025.