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iShares Currency Hedged MSCI EAFE Small-Cap ETF

57 hedge funds and large institutions have $72.2M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

10% more funds holding

Funds holding: 5257 (+5)

7% more capital invested

Capital invested by funds: $67.4M → $72.2M (+$4.83M)

2.54% more ownership

Funds ownership: 39.52%42.07% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
26
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Capital Wealth Management
Rhode Island
$10.7M +$29.8K +775 +0.3%
AWM
2
AE Wealth Management
Kansas
$7.54M +$2.87M +74,694 +63%
LPL Financial
3
LPL Financial
California
$5.2M +$71.8K +1,869 +1%
IAG
4
Ipsen Advisor Group
Arkansas
$4M +$17.2K +448 +0.4%
LWM
5
Lighthouse Wealth Management
Ohio
$3.87M +$199K +5,185 +6%
CWM
6
Comprehensive Wealth Management
Washington
$3.77M +$303K +7,891 +9%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.74M -$675K -17,565 -15%
Bank of America
8
Bank of America
North Carolina
$3.46M +$194K +5,057 +6%
S
9
Sachetta
Massachusetts
$3.26M +$51.6K +1,344 +2%
CAC
10
Certified Advisory Corp
Florida
$2.38M +$249K +6,482 +12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.24M -$908K -23,625 -29%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.91M -$47.5K -1,236 -2%
AC
13
Apella Capital
Connecticut
$1.6M +$6.53K +170 +0.4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.59M +$137K +3,566 +10%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.59M +$150K +3,908 +11%
WMG
16
WESCAP Management Group
California
$1.56M +$77K +2,004 +5%
BI
17
Berkeley Inc
Idaho
$1.19M -$32.4K -844 -3%
FPB
18
First PREMIER Bank
South Dakota
$1.19M +$784K +20,413 +203%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$896K +$46.4K +1,208 +6%
FF
20
Fortitude Financial
Washington
$870K +$860K +22,371 New
IA
21
IFP Advisors
Florida
$787K +$58.5K +1,523 +8%
Citadel Advisors
22
Citadel Advisors
Florida
$695K +$334K +8,681 +95%
TAP
23
Tounjian Advisory Partners
Florida
$661K -$6.46K -168 -1%
DAS
24
Dynamic Advisor Solutions
Arizona
$647K -$27.8K -723 -4%
PS
25
Principal Securities
Iowa
$639K +$88.2K +2,296 +16%

HSCZ Hedge Fund Activity: Q4 2025 in Review

57 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q4 2025, worth a combined $72.2M — up 7.2% from $67.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HSCZ positions and 5 closed out — a net gain of 5 holders — while 26 added to existing stakes and 13 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $2.87M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.03M sold.

  • 57 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q4 2025, up from 52 in Q3 2025.
  • Funds reported $72.2M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q4 2025, up 7.2% quarter-over-quarter.
  • 10 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q4 2025 and 5 closed out, a net change of +5 holders.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q4 2025 was AE Wealth Management, an estimated $2.87M added.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q4 2025 was Flow Traders U.S., an estimated $2.03M sold.

Based on aggregated 13F filings for Q4 2025.