Who Owns iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ)?Hedge Fund & Institutional Holders

$39.63-0.32 (-0.80%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0743000399500038e+216T

% of Float Held

—

QoQ Change in Holders

+12 / -4

Price History

$29.00$32.37$35.74$39.11$42.48Sep 24Jun 25Mar 26

HSCZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Ipsen Advisor Group LLCNew Position+103K+$4.0B
Lighthouse Wealth Management Inc.New Position+99K+$3.9B
Comprehensive Wealth Management, LLCNew Position+97K+$3.8B
Sachetta, LLCNew Position+84K+$3.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+57K+$2.0B
Berkeley, IncNew Position+31K+$1.2B
Fortitude Financial, LLCNew Position+22K+$870.0M
Sage Mountain Advisors LLCNew Position+10K+$394.0M
Montis Financial, LLCNew Position+10K+$394.0M
CAPITAL WEALTH MANAGEMENT, LLCIncreased+775+$385.2M
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+8K+$322.0M
Glass Jacobson Investment Advisors llcNew Position+8K+$293.0M
Williams & Novak, LLCNew Position+6K+$221.0M
CREATIVE FINANCIAL DESIGNS INC /ADVIncreased+3K+$130.1M
Sigma Planning CorpIncreased+1K+$53.2M

HSCZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-18K-$4.3B
Dynamic Advisor Solutions LLCDecreased-723-$651.6M
JANE STREET GROUP, LLCClosed Position-15K-$553.4M
OSAIC HOLDINGS, INC.Decreased-6K-$490.4M
Equitable Holdings, Inc.Decreased-2K-$302.3M
MERCER GLOBAL ADVISORS INC /ADVClosed Position-6K-$225.1M
WELLS FARGO & COMPANY/MNDecreased-156-$5.9M
FLOW TRADERS U.S. LLCClosed Position-54K-$2.0M
THOROUGHBRED FINANCIAL SERVICES, LLCDecreased-127-$384K
Summit Financial, LLCClosed Position-6K-$208K
FMR LLCDecreased-9-$6K
TOUNJIAN ADVISORY PARTNERS, LLCDecreased-168-$-14.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CAPITAL WEALTH MANAGEMENT, LLC276,104$10.7B3.47%Share
2Ipsen Advisor Group LLC102,688$4.0B2.84%Share
3Lighthouse Wealth Management Inc.99,427$3.9B2.64%Share
4Comprehensive Wealth Management, LLC96,857$3.8B2.22%Share
5Sachetta, LLC83,758$3.3B1.78%Share
6ASSETMARK, INC61$2.0B0.00%Share
7COMMONWEALTH EQUITY SERVICES, LLC57,444$2.0B0.00%Share
8BANK OF AMERICA CORP /DE/69,939$2.0B0.00%Share
9Berkeley, Inc30,508$1.2B0.38%Share
10Fortitude Financial, LLC22,371$870.0M0.74%Share
11TOUNJIAN ADVISORY PARTNERS, LLC16,980$660.0M0.22%Share
12Sigma Planning Corp10,639$413.0M0.01%Share
13Sage Mountain Advisors LLC10,137$394.0M0.02%Share
14Montis Financial, LLC10,148$394.0M0.08%Share
15SIGNATURE ESTATE & INVESTMENT ADVISORS LLC8,277$322.0M0.01%Share
16Glass Jacobson Investment Advisors llc7,551$293.0M0.11%Share
17Capital Square, LLC6,868$267.0M0.14%Share
18Williams & Novak, LLC5,680$221.0M0.17%Share
19CREATIVE FINANCIAL DESIGNS INC /ADV5,019$195.0M0.01%Share
20CoreCap Advisors, LLC641$24.0M0.00%Share
21Geneos Wealth Management Inc.532$20.0M0.00%Share
22LPL Financial LLC133,692$5.0M0.00%Share
23Cetera Investment Advisers96,128$3.0M0.00%Share
24AE Wealth Management LLC68,768$2.7M0.02%Share
25Certified Advisory Corp61,146$2.4M0.22%Share
26AE Wealth Management LLC42,787$1.7M0.01%Share
27Apella Capital, LLC40,996$1.6M0.03%Share
28WESCAP Management Group, Inc.40,216$1.6M0.32%Share
29First PREMIER Bank30,276$1.2M0.27%Share
30Janney Montgomery Scott LLC48,949$1.0M0.00%Share
31ENVESTNET ASSET MANAGEMENT INC40,966$1.0M0.00%Share
32MML INVESTORS SERVICES, LLC40,964$1.0M0.00%Share
33AE Wealth Management LLC18,345$713K0.00%Share
34AE Wealth Management LLC17,037$662K0.00%Share
35Dynamic Advisor Solutions LLC16,616$646K0.02%Share
36ROVIN CAPITAL /UT/ /ADV15,641$609K0.16%Share
37AE Wealth Management LLC8,571$333K0.00%Share
38AE Wealth Management LLC8,146$316K0.00%Share
39Clarity Retirement & Wealth, LLC7,811$303K0.27%Share
40AE Wealth Management LLC6,789$264K0.00%Share
41LaSalle St. Investment Advisors, LLC6,714$261K0.04%Share
42WEALTH ENHANCEMENT ADVISORY SERVICES, LLC5,968$236K0.00%Share
43AE Wealth Management LLC3,838$149K0.00%Share
44AE Wealth Management LLC3,148$122K0.00%Share
45AE Wealth Management LLC2,526$98K0.00%Share
46AE Wealth Management LLC1,719$66K0.00%Share
47AE Wealth Management LLC1,646$64K0.00%Share
48Capital Analysts, LLC1,541$60K0.00%Share
49AE Wealth Management LLC1,517$59K0.00%Share
50Allworth Financial LP1,250$48K0.00%Share

HSCZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202557$36.9B+24
Q3 202533$29.5B-16
Q2 202549$51.2B+2
Q1 202547$54.1B+1
Q4 202446$767.6B+11
Q3 202435$7.5T-2
Q2 202437$6.0T+10
Q1 202427$1.1T—

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As of Q4 2025, 50 institutional investors hold HSCZ (iShares Currency Hedged MSCI EAFE Small-Cap ETF). The largest holder is CAPITAL WEALTH MANAGEMENT, LLC with $10.7B in shares. This quarter, 12 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own HSCZ?

As of Q4 2025, 50 institutional investors report holding HSCZ (iShares Currency Hedged MSCI EAFE Small-Cap ETF) in their 13F filings.

Who is the largest institutional holder of HSCZ?

The largest institutional holder of HSCZ is CAPITAL WEALTH MANAGEMENT, LLC with $10.7B in shares.

Is institutional ownership of HSCZ increasing or decreasing?

This quarter, 12 institutions opened new positions in HSCZ and 4 closed their positions.