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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

514 hedge funds and large institutions have $7.12B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 219 increasing their positions, 92 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+90
Holders Change %
+21.23%
% of All Funds
6.98%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.42%
New
134
Increased
219
Reduced
92
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$488M
2
LPL Financial
LPL Financial
California
+$172M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$139M
4
Ameriprise
Ameriprise
Minnesota
+$115M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$114M

Top Sellers

1
QWP
Quotient Wealth Partners
Texas
-$24M
2
DWM
Dynasty Wealth Management
Florida
-$21M
3
Osaic Holdings
Osaic Holdings
Arizona
-$16M
4
CI
CX Institutional
Indiana
-$14.2M
5
Bank of America
Bank of America
North Carolina
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAI
251
Savvy Advisors Inc
New York
$1.02M +$1.02M +28,089 New
DWT
252
Dorsey & Whitney Trust
South Dakota
$1.01M – – –
Corient Private Wealth
253
Corient Private Wealth
Florida
$1M -$1.15M -31,578 -53%
FCBT
254
First Citizens Bank & Trust
North Carolina
$980K -$3.63K -100 -0.4%
KSWA
255
Kathleen S. Wright Associates
Pennsylvania
$974K – – –
OWM
256
OneAscent Wealth Management
Alabama
$953K +$458K +12,608 +92%
TVM
257
True Vision MN
Minnesota
$946K +$946K +26,078 New
GIA
258
Gladstone Institutional Advisory
Florida
$916K +$62.5K +1,721 +7%
SFA
259
Sequoia Financial Advisors
Ohio
$907K +$139K +3,830 +18%
HGA
260
Hobbs Group Advisors
South Carolina
$902K +$39.8K +1,096 +5%
CWM
261
Cedar Wealth Management
California
$900K – – –
FWP
262
Firethorn Wealth Partners
Georgia
$900K +$900K +24,798 New
KWM
263
Kingsview Wealth Management
Oregon
$885K +$2.07K +57 +0.2%
LWA
264
Lifelong Wealth Advisors
Minnesota
$875K +$875K +24,107 New
BlackRock
265
BlackRock
New York
$866K +$817K +22,521 +1,669%
TPWA
266
Twin Peaks Wealth Advisors
California
$862K +$862K +25,045 New
WIA
267
World Investment Advisors
California
$851K +$264K +7,281 +45%
5W
268
5T Wealth
California
$846K +$477K +13,147 +129%
EPW
269
Endeavor Private Wealth
Kansas
$840K +$840K +23,155 New
Creative Planning
270
Creative Planning
Kansas
$826K -$209K -5,746 -20%
BWMG
271
Barnes Wealth Management Group
California
$823K +$823K +22,666 New
TWM
272
Tradition Wealth Management
Minnesota
$820K +$820K +22,585 New
CIA
273
Choate Investment Advisors
Massachusetts
$800K – – –
PS
274
Principal Securities
Iowa
$791K +$22.6K +650 +3%
MWA
275
Merkkuri Wealth Advisors
New York
$791K +$132K +3,648 +20%
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