Who Owns HSCZ?
iShares Currency Hedged MSCI EAFE Small-Cap ETF — Institutional Ownership & 13F Holdings
$41.52
+0.04 (+0.11%)
Market Cap
$186.6M
Shares Outstanding
4,713,520
Institutional Holders
47
Total Inst. Value
$50.5M
% of Float Held
—
QoQ Holder Change
+20
Institutional data as of Q1 2025
New Positions
13
Closed Positions
12
Increased
12
Decreased
16
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CAPITAL WEALTH MANAGEMENT, LLCNew | $8.2M | 255,338 |
| 2 | Sachetta, LLCNew | $4.2M | 131,522 |
| 3 | Ipsen Advisor Group LLC | $3.2M | 98,597 |
| 4 | Cetera Investment Advisers | $3.0M | 94,351 |
| 5 | Lighthouse Wealth Management Inc.New | $3.0M | 92,206 |
| 6 | AE Wealth Management LLC | $2.8M | 87,961 |
| 7 | BANK OF AMERICA CORP /DE/ | $2.7M | 82,755 |
| 8 | Comprehensive Wealth Management, LLC | $2.6M | 81,826 |
| 9 | Virtue Capital Management, LLCNew | $2.3M | 71,916 |
| 10 | Systelligence, LLC | $2.3M | 70,774 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CAPITAL WEALTH MANAGEMENT, LLCNew | +255K | $8.2M |
| Sachetta, LLCNew | +132K | $4.2M |
| Ipsen Advisor Group LLC | +929 | $3.2M |
| Cetera Investment Advisers | +5K | $3.0M |
| Lighthouse Wealth Management Inc.New | +92K | $3.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Berkeley, Inc | -86K | $1.7M |
| Systelligence, LLC | -55K | $2.3M |
| AE Wealth Management LLC | -22K | $2.8M |
| RAYMOND JAMES FINANCIAL INC | -18K | $519K |
| Comprehensive Wealth Management, LLC | -18K | $2.6M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold HSCZ?
As of Q1 2025, 47 institutional investors report holding HSCZ (iShares Currency Hedged MSCI EAFE Small-Cap ETF) in their 13F filings.
Which hedge fund owns the most HSCZ?
The largest institutional holder of HSCZ is CAPITAL WEALTH MANAGEMENT, LLC with $8.2M in shares.
Are institutions buying or selling HSCZ?
This quarter, 13 institutions opened new positions in HSCZ and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.