HSCZ Institutional Ownership
iShares Currency Hedged MSCI EAFE Small-Cap ETF
1W: -0.5%
1M: -0.7%
3M: -0.1%
YTD: +11.1%
1Y: +15.6%
3Y: +66.1%
5Y: +59.6%
$43.49
+0.36 (+0.83%)
Weekly Expected Move ±1.6%
$42
$43
$43
$44
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HSCZ
69
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
109M
Total Invested
9
New Positions
24
Increased
24
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (73 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CAPITAL WEALTH MANAGEMENT, LLC | 587,317 | $26M | +16,204 | +2.8% | 24Q | SEC ↗ |
| 2 | Cambridge Investment Research Advisors | 228,417 | $10M | +45,118 | +24.6% | 14Q | SEC ↗ |
| 3 | AE Wealth Management LLC | 154,473 | $7M | -101,111 | -39.6% | 26Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 152,371 | $7M | +137,600 | +931.6% | 7Q | SEC ↗ |
| 5 | LPL Financial LLC | 140,702 | $6M | -4,833 | -3.3% | 19Q | SEC ↗ |
| 6 | Lighthouse Wealth Management Inc. | 118,436 | $5M | +2,988 | +2.6% | 7Q | SEC ↗ |
| 7 | Ipsen Advisor Group LLC | 102,597 | $4M | +390 | +0.4% | 7Q | SEC ↗ |
| 8 | Certified Advisory Corp | 96,957 | $4M | +23,983 | +32.9% | 11Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 93,255 | $4M | -883 | -0.9% | 15Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 92,070 | $4M | -6,167 | -6.3% | 10Q | SEC ↗ |
| 11 | Sachetta, LLC | 84,183 | $4M | +2,729 | +3.4% | 11Q | SEC ↗ |
| 12 | Comprehensive Wealth Management, LLC | 83,898 | $4M | -16,359 | -16.3% | 18Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 79,476 | $3M | +16,595 | +26.4% | 15Q | SEC ↗ |
| 14 | Janney Montgomery Scott LLC | 46,476 | $2M | -1,071 | -2.3% | 8Q | SEC ↗ |
| 15 | WESCAP Management Group, Inc. | 44,700 | $2M | +759 | +1.7% | 13Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 43,489 | $2M | +10,098 | +30.2% | 2Q | SEC ↗ |
| 17 | First PREMIER Bank | 42,256 | $2M | +2,940 | +7.5% | 5Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 40,444 | $2M | +981 | +2.5% | 9Q | SEC ↗ |
| 19 | MML INVESTORS SERVICES, LLC | 39,296 | $2M | +6,468 | +19.7% | 9Q | SEC ↗ |
| 20 | Apella Capital, LLC | 35,555 | $2M | -2,037 | -5.4% | 6Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 33,065 | $1M | +10,913 | +49.3% | 26Q | SEC ↗ |
| 22 | Berkeley, Inc | 30,950 | $1M | — | +0.0% | 23Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC | 28,886 | $1M | +23,300 | +417.1% | 4Q | SEC ↗ |
| 24 | IFP Advisors, Inc | 20,680 | $899K | +814 | +4.1% | 6Q | SEC ↗ |
| 25 | PRINCIPAL SECURITIES, INC. | 18,089 | $787K | +632 | +3.6% | 11Q | SEC ↗ |
| 26 | Dynamic Advisor Solutions LLC | 15,592 | $678K | -440 | -2.7% | 25Q | SEC ↗ |
| 27 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 10,618 | $462K | +2,000 | +23.2% | 9Q | SEC ↗ |
| 28 | Sigma Planning Corp | 9,671 | $421K | +730 | +8.2% | 4Q | SEC ↗ |
| 29 | Capital Square, LLC | 9,381 | $408K | +844 | +9.9% | 4Q | SEC ↗ |
| 30 | Montis Financial, LLC | 9,234 | $402K | -16 | -0.2% | 7Q | SEC ↗ |
| 31 | TRUIST FINANCIAL CORP | 7,593 | $330K | — | +0.0% | 2Q | SEC ↗ |
| 32 | Glass Jacobson Investment Advisors llc | 7,551 | $328K | — | +0.0% | 10Q | SEC ↗ |
| 33 | MERCER GLOBAL ADVISORS INC /ADV | 7,551 | $328K | -27 | -0.4% | 2Q | SEC ↗ |
| 34 | LaSalle St. Investment Advisors, LLC | 6,991 | $304K | -190 | -2.6% | 3Q | SEC ↗ |
| 35 | GREAT VALLEY ADVISOR GROUP, INC. | 6,769 | $294K | — | +0.0% | 5Q | SEC ↗ |
| 36 | CREATIVE FINANCIAL DESIGNS INC /ADV | 6,720 | $292K | +547 | +8.9% | 6Q | SEC ↗ |
| 37 | Brookstone Capital Management NEW | 6,428 | $280K | — | +0.0% | 1Q | SEC ↗ |
| 38 | THOROUGHBRED FINANCIAL SERVICES, LLC | 5,755 | $250K | -4,351 | -43.1% | 4Q | SEC ↗ |
| 39 | Williams & Novak, LLC | 5,680 | $247K | — | +0.0% | 5Q | SEC ↗ |
| 40 | Equitable Holdings, Inc. NEW | 4,955 | $215K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Private Advisor Group, LLC NEW | 4,891 | $213K | — | +0.0% | 1Q | SEC ↗ |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,701 | $204K | -4,171 | -47.0% | 2Q | SEC ↗ |
| 43 | Geneos Wealth Management Inc. | 3,102 | $135K | — | +0.0% | 3Q | SEC ↗ |
| 44 | Capital Analysts, LLC | 1,541 | $67K | — | +0.0% | 3Q | SEC ↗ |
| 45 | Key Capital Management, INC NEW | 951 | $41K | — | +0.0% | 1Q | SEC ↗ |
| 46 | MORGAN STANLEY | 739 | $32K | — | +0.0% | 19Q | SEC ↗ |
| 47 | Continuum Advisory, LLC NEW | 656 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 48 | ROYAL BANK OF CANADA | 563 | $24K | +467 | +486.5% | 16Q | SEC ↗ |
| 49 | HANTZ FINANCIAL SERVICES, INC. | 507 | $22K | -273 | -35.0% | 2Q | SEC ↗ |
| 50 | NewEdge Advisors, LLC | 500 | $22K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Brookstone Capital Management | 6,428 | $280K |
| Equitable Holdings, Inc. | 4,955 | $215K |
| Private Advisor Group, LLC | 4,891 | $213K |
| Key Capital Management, INC | 951 | $41K |
| Continuum Advisory, LLC | 656 | $29K |
| FIDUCIARY FINANCIAL ADVISORS | 388 | $17K |
| Integrated Wealth Concepts LLC | 296 | $13K |
| Global Retirement Partners, LLC | 103 | $4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 65 | $3K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TOUNJIAN ADVISORY PARTNERS, LLC | 16,136 | $702K |
| Fortitude Financial, LLC | 15,951 | $694K |
| JANE STREET GROUP, LLC | 14,959 | $651K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIAB | 11,426 | $497K |
| Clarity Retirement & Wealth, LLC | 7,811 | $340K |
| Sage Mountain Advisors LLC | 6,591 | $287K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 5,968 | $260K |
| Western Wealth Management, LLC | 2,026 | $88K |
| UBS Group AG | 766 | $33K |
| Allworth Financial LP | 684 | $30K |
| Steward Partners Investment Advisor | 250 | $11K |
| BANK OF MONTREAL /CAN | 88 | $4K |
| Aptus Capital Advisors, LLC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +137,600 | +931.6% | 152,371 |
| Cambridge Investment Research Advis | +45,118 | +24.6% | 228,417 |
| Certified Advisory Corp | +23,983 | +32.9% | 96,957 |
| CITADEL ADVISORS LLC | +23,300 | +417.1% | 28,886 |
| COMMONWEALTH EQUITY SERVICES, LLC | +16,595 | +26.4% | 79,476 |
| CAPITAL WEALTH MANAGEMENT, LLC | +16,204 | +2.8% | 587,317 |
| OSAIC HOLDINGS, INC. | +10,913 | +49.3% | 33,065 |
| JPMORGAN CHASE & CO | +10,098 | +30.2% | 43,489 |
| MML INVESTORS SERVICES, LLC | +6,468 | +19.7% | 39,296 |
| Lighthouse Wealth Management Inc. | +2,988 | +2.6% | 118,436 |
| First PREMIER Bank | +2,940 | +7.5% | 42,256 |
| Sachetta, LLC | +2,729 | +3.4% | 84,183 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | +2,000 | +23.2% | 10,618 |
| ENVESTNET ASSET MANAGEMENT INC | +981 | +2.5% | 40,444 |
| Capital Square, LLC | +844 | +9.9% | 9,381 |
| IFP Advisors, Inc | +814 | +4.1% | 20,680 |
| WESCAP Management Group, Inc. | +759 | +1.7% | 44,700 |
| Sigma Planning Corp | +730 | +8.2% | 9,671 |
| PRINCIPAL SECURITIES, INC. | +632 | +3.6% | 18,089 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +547 | +8.9% | 6,720 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -101,111 | -39.6% | 154,473 |
| Comprehensive Wealth Management, LL | -16,359 | -16.3% | 83,898 |
| Cetera Investment Advisers | -6,167 | -6.3% | 92,070 |
| LPL Financial LLC | -4,833 | -3.3% | 140,702 |
| THOROUGHBRED FINANCIAL SERVICES, LL | -4,351 | -43.1% | 5,755 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -4,171 | -47.0% | 4,701 |
| Apella Capital, LLC | -2,037 | -5.4% | 35,555 |
| Janney Montgomery Scott LLC | -1,071 | -2.3% | 46,476 |
| MATHER GROUP, LLC. | -1,000 | -81.3% | 230 |
| BANK OF AMERICA CORP /DE | -883 | -0.9% | 93,255 |
| Dynamic Advisor Solutions LLC | -440 | -2.7% | 15,592 |
| HANTZ FINANCIAL SERVICES, INC. | -273 | -35.0% | 507 |
| LaSalle St. Investment Advisors, LL | -190 | -2.6% | 6,991 |
| MERCER GLOBAL ADVISORS INC /ADV | -27 | -0.4% | 7,551 |
| Montis Financial, LLC | -16 | -0.2% | 9,234 |