iShares Cur HDG MSCI Eafe SMHSCZETF
13F holders, Q4 2024 (December 31)50holders +2
3new positions
5sold out
$32.01avg. 13F price*
At the end of Q4 2024, 50 institutions reported holding iShares Cur HDG MSCI Eafe SM (HSCZ) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 5 sold out. The largest holders were Berkeley, Inc ($8.1M), Capital Wealth Management, LLC ($7.9M) and LPL Financial LLC ($5.2M).
- Company
- iShares Cur HDG MSCI Eafe SM
- CUSIP
- 46435G839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $818K |
| Exits | 5 | $3.4M |
All 13F filers, Q3 2024 → Q4 2024: 218,325 shares bought and 292,766 shares sold, net −74,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Berkeley, Inc | 4.17% | Reduce -40.7% | 251,597 | $8.1M |
| Capital Wealth Management, LLC | 3.38% | Add +7.3% | 246,550 | $7.9M |
| LPL Financial LLC | 0.00% | Add +13.8% | 162,991 | $5.2M |
| Systelligence, LLC | 1.00% | Add +11.7% | 126,060 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.0% | 111,464 | $3.6M |
| Sachetta, LLC | 1.39% | Add +76.0% | 110,390 | $3.5M |
| AE Wealth Management LLC | 0.03% | Add +1.7% | 110,055 | $3.5M |
| Comprehensive Wealth Management, LLC | 2.39% | Add +34.3% | 99,989 | $3.2M |
| Ipsen Advisor Group LLC | 2.67% | — | 97,668 | $3.1M |
| Bank of America Corp. | 0.00% | Add +0.8% | 92,895 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +8.6% | 88,959 | $2.8M |
| Lighthouse Wealth Management Inc. | 2.57% | — | 87,567 | $2.8M |
| Certified Advisory Corp | 0.19% | Add +33.1% | 53,703 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.7% | 50,845 | $1.6M |
| WESCAP Management Group, Inc. | 0.36% | Add +59.1% | 46,069 | $1.5M |
| Raymond James Financial Inc. | 0.00% | — | 34,544 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +37.0% | 27,102 | $868K |
| Montis Financial, LLC | 0.25% | New | 25,071 | $803K |
| MML Investors Services, LLC | 0.00% | Add +44.4% | 24,193 | $774K |
| Fortitude Financial, LLC | 0.39% | — | 21,716 | $695K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +2.0% | 18,623 | $596K |
| Avantax Advisory Services, Inc. | 0.00% | Add +16.0% | 18,287 | $585K |
| Osaic Holdings, Inc. | 0.00% | Add +4.2% | 17,661 | $565K |
| Thrivent Financial for Lutherans | 0.00% | Add +8.3% | 15,794 | $506K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +3.7% | 13,937 | $446K |
| Rovin Capital /Ut/ | 0.16% | Add +7.5% | 13,810 | $442K |
| Moneco Advisors, LLC | 0.04% | Add +25.6% | 10,807 | $346K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.2% | 10,229 | $327K |
| Sage Mountain Advisors LLC | 0.02% | Add +0.6% | 10,137 | $324K |
| Equitable Holdings, Inc. | 0.00% | Reduce -6.7% | 8,575 | $274K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.3% | 8,116 | $260K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.3% | 7,002 | $224K |
| Glass Jacobson Investment Advisors llc | 0.07% | Add +24.0% | 6,995 | $224K |
| Morgan Stanley | 0.00% | Add +323.5% | 2,990 | $96K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -2.5% | 2,098 | $67K |
| Comerica Bank | 0.00% | No change | 1,907 | $61K |
| Royal Bank of Canada | 0.00% | Add +1137.5% | 1,188 | $38K |
| FMR LLC | 0.00% | Add +30.4% | 1,124 | $36K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,003 | $29K |
| Continuum Advisory, LLC | 0.00% | No change | 648 | $21K |
| Harbour Investments, Inc. | 0.00% | No change | 459 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | New | 312 | $10K |
| Principal Securities, Inc. | 0.00% | Add +47.5% | 295 | $9K |
| Global Retirement Partners, LLC | 0.00% | Reduce -87.6% | 281 | $9K |
| Geneos Wealth Management Inc. | 0.00% | New | 164 | $5K |
| Signaturefd, LLC | 0.00% | No change | 145 | $5K |
| Capital Analysts, LLC | 0.00% | No change | 53 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 28 | $896 |
| Capital A Wealth Management, LLC | 0.00% | — | 19 | $608 |
| Sound Income Strategies, LLC | 0.00% | Reduce -41.4% | 17 | $544 |
"% of holder's portfolio" is HSCZ's weight in each manager's 13F, not the share of iShares Cur HDG MSCI Eafe SM the manager owns.