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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 %
LF
276
Lantz Financial
Illinois
$778K +$504K +13,901 +184%
HPM
277
Hoxton Planning & Management
West Virginia
$776K +$776K +21,389 New
SIAS
278
Summit Investment Advisory Services
Minnesota
$766K -$108K -2,988 -12%
MYIA
279
Mount Yale Investment Advisors
Colorado
$765K +$765K +21,090 New
Fidelity Investments
280
Fidelity Investments
Massachusetts
$761K +$201K +5,533 +36%
Baird Financial Group
281
Baird Financial Group
Wisconsin
$746K +$401K +11,039 +116%
FC
282
Forte Capital
New York
$712K – – –
SFS
283
Sowell Financial Services
Arkansas
$709K +$54K +1,487 +8%
PSFG
284
Park Square Financial Group
Georgia
$706K -$286K -7,869 -29%
CC
285
Copperleaf Capital
North Carolina
$705K +$705K +19,433 New
RBFC
286
Roman Butler Fullerton & Co
Missouri
$694K +$118K +3,434 +21%
ONB
287
Old National Bancorp
Indiana
$686K – – –
KIM
288
Kestra Investment Management
Texas
$668K +$220K +6,056 +49%
MWM
289
McNaughton Wealth Management
California
$667K +$667K +18,375 New
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$661K -$36K -992 -5%
RWS
291
Retirement Wealth Solutions
Wisconsin
$660K +$382K +10,531 +137%
BI
292
Berkeley Inc
Idaho
$659K -$36.3K -1,000 -5%
FIC
293
Family Investment Center
Missouri
$645K -$61.9K -1,705 -9%
IA
294
IFG Advisory
Georgia
$644K +$644K +17,758 New
GWP
295
Gateway Wealth Partners
Wisconsin
$642K +$642K +17,682 New
SFM
296
Signet Financial Management
New Jersey
$629K +$629K +17,345 New
VCP
297
Verus Capital Partners
Arizona
$628K +$628K +17,304 New
NL
298
NWAM LLC
Washington
$622K +$262K +7,231 +73%
SEIA
299
Signature Estate & Investment Advisors
California
$599K +$74.5K +2,053 +14%
GF
300
Gries Financial
Ohio
$598K -$2.88M -79,461 -83%
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