Who owns iShares Currency Hedged MSCI EAFE Small-Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HSCZ from SEC Form 13F filings across 60 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 60 institutions disclosed 2.6M shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $96.9M — about 49.6% of shares outstanding; the largest disclosed holder is CAPITAL WEALTH MANAGEMENT, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
60
13F holders
$96.9M
value, 2026 filers
49.6%
of shares outstanding (2.6M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HSCZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CAPITAL WEALTH MANAGEMENT, LLC | 587,317 | $25.2M | 6.1% | 11.3% | +2.8% |
| 2 | Cambridge Investment Research Advisors, Inc. | 228,417 | $9,817 | 0.0% | 4.4% | +24.6% |
| 3 | AE Wealth Management LLC | 154,473 | $6.6M | 0.0% | 3% | -39.6% |
| 4 | RAYMOND JAMES FINANCIAL INC | 152,371 | $6.5M | 0.0% | 2.9% | +931.6% |
| 5 | LPL Financial LLC | 140,702 | $6.0M | 0.0% | 2.7% | -3.3% |
| 6 | Lighthouse Wealth Management Inc. | 118,436 | $5.1M | 3.2% | 2.3% | +2.6% |
| 7 | Ipsen Advisor Group LLC | 102,597 | $4.4M | 2.8% | 2% | +0.4% |
| 8 | Certified Advisory Corp | 96,957 | $4.2M | 0.3% | 1.9% | +32.9% |
| 9 | BANK OF AMERICA CORP /DE/ | 93,255 | $4.0M | 0.0% | 1.8% | -0.9% |
| 10 | Cetera Investment Advisers | 92,070 | $4.0M | 0.0% | 1.8% | -6.3% |
| 11 | Sachetta, LLC | 84,183 | $3.6M | 1.8% | 1.6% | +3.4% |
| 12 | Comprehensive Wealth Management, LLC | 83,898 | $3.6M | 1.6% | 1.6% | -16.3% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 79,476 | $3.4M | 0.0% | 1.5% | +26.4% |
| 14 | Janney Montgomery Scott LLC | 46,476 | $1,998 | 0.0% | 0.9% | -2.3% |
| 15 | WESCAP Management Group, Inc. | 44,700 | $1.9M | 0.4% | 0.9% | +1.7% |
| 16 | JPMORGAN CHASE & CONEW | 43,489 | $1.9M | 0.0% | 0.8% | new |
| 17 | First PREMIER Bank | 42,256 | $1,817 | 0.3% | 0.8% | +7.5% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 40,444 | $1.7M | 0.0% | 0.8% | +2.5% |
| 19 | MML INVESTORS SERVICES, LLC | 39,296 | $1.7M | 0.0% | 0.8% | +19.7% |
| 20 | Apella Capital, LLC | 35,555 | $1.5M | 0.0% | 0.7% | -5.4% |
| 21 | OSAIC HOLDINGS, INC. | 33,065 | $1.4M | 0.0% | 0.6% | +49.3% |
| 22 | Berkeley, Inc | 30,950 | $1.3M | 0.4% | 0.6% | 0.0% |
| 23 | CITADEL ADVISORS LLC | 28,886 | $1.2M | 0.0% | 0.6% | +417.1% |
| 24 | IFP Advisors, Inc | 20,680 | $888,826 | 0.0% | 0.4% | +4.1% |
| 25 | PRINCIPAL SECURITIES, INC. | 18,089 | $777,471 | 0.0% | 0.3% | +3.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.