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iShares Currency Hedged MSCI EAFE Small-Cap ETF

57 hedge funds and large institutions have $98.3M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

36% more capital invested

Capital invested by funds: $72.2M → $98.3M (+$26.1M)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

7.77% more ownership

Funds ownership: 42.07%49.84% (+7.8%)

0% more funds holding

Funds holding: 5757 (0)

Holders
57
Holders Change
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
10
Increased
21
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Capital Wealth Management
Rhode Island
$22.7M +$12M +295,009 +107%
AWM
2
AE Wealth Management
Kansas
$10.1M +$2.51M +61,743 +32%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.27M +$6.51M +160,263 +696%
LPL Financial
4
LPL Financial
California
$5.77M +$481K +11,843 +9%
LWM
5
Lighthouse Wealth Management
Ohio
$4.58M +$650K +16,021 +16%
IAG
6
Ipsen Advisor Group
Arkansas
$4.06M -$19.5K -481 -0.5%
CWM
7
Comprehensive Wealth Management
Washington
$3.98M +$138K +3,400 +4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.9M +$85.6K +2,109 +2%
Bank of America
9
Bank of America
North Carolina
$3.73M +$211K +5,195 +6%
S
10
Sachetta
Massachusetts
$3.23M -$93.5K -2,304 -3%
CAC
11
Certified Advisory Corp
Florida
$2.9M +$480K +11,828 +19%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.49M +$221K +5,437 +9%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.89M -$56.9K -1,402 -3%
WMG
14
WESCAP Management Group
California
$1.74M +$151K +3,725 +9%
AC
15
Apella Capital
Connecticut
$1.6M -$138K -3,404 -8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.57M -$61K -1,503 -4%
FPB
17
First PREMIER Bank
South Dakota
$1.56M +$358K +8,825 +29%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.3M -$330K -8,136 -20%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.3M +$1.36M +33,391 New
BI
20
Berkeley Inc
Idaho
$1.23M +$17.9K +442 +1%
SWM
21
Shepherd Wealth Management
Ohio
$1.01M +$464K +11,426 New
Osaic Holdings
22
Osaic Holdings
Arizona
$879K +$612K +15,080 +213%
IA
23
IFP Advisors
Florida
$788K -$15K -370 -2%
PS
24
Principal Securities
Iowa
$693K +$41.8K +1,029 +6%
TAP
25
Tounjian Advisory Partners
Florida
$640K -$34.3K -844 -5%

HSCZ Hedge Fund Activity: Q1 2026 in Review

57 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) for Q1 2026, worth a combined $98.3M — up 36% from $72.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HSCZ positions and 8 closed out — a net gain of 2 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Capital Wealth Management, adding an estimated $12M. The largest seller was Citadel Advisors, cutting an estimated $498K.

  • 57 institutional investors held iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $98.3M of iShares Currency Hedged MSCI EAFE Small-Cap ETF stock for Q1 2026, up 36% quarter-over-quarter.
  • 10 funds opened new iShares Currency Hedged MSCI EAFE Small-Cap ETF positions in Q1 2026 and 8 closed out, a net change of +2 holders.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF buyer in Q1 2026 was Capital Wealth Management, an estimated $12M added.
  • The largest iShares Currency Hedged MSCI EAFE Small-Cap ETF seller in Q1 2026 was Citadel Advisors, an estimated $498K sold.

Based on aggregated 13F filings for Q1 2026.