HEFA icon

iShares Currency Hedged MSCI EAFE ETF

450 hedge funds and large institutions have $5.59B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 234 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

54% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 104

57% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 234

Holders
450
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$521M
2 -$125M
3 -$110M
4
LPL Financial
LPL Financial
California
-$97M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$93.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
301
Sovereign Financial Group
Connecticut
$342K
CAL
302
Capital Advisors Ltd
Ohio
$342K
CFP
303
Cypress Financial Planning
New Jersey
$342K
NL
304
NWAM LLC
Washington
$339K
PW
305
PUREfi Wealth
Massachusetts
$338K
ACA
306
Affinity Capital Advisors
California
$338K
WS
307
Wedbush Securities
California
$327K
CIA
308
Compass Ion Advisors
Pennsylvania
$325K
LWL
309
Leo Wealth LLC
Texas
$314K
RWS
310
Retirement Wealth Solutions
Wisconsin
$314K
CCA
311
Clearwater Capital Advisors
Illinois
$313K
AQR Capital Management
312
AQR Capital Management
Connecticut
$313K
EAM
313
Evanson Asset Management
California
$312K
EFG
314
Ehrlich Financial Group
California
$312K
CTA
315
Chesley Taft & Associates
Illinois
$312K
IA
316
IFG Advisory
Georgia
$309K
HWA
317
Heritage Wealth Advisors
Virginia
$308K
MOS
318
MGO One Seven
Ohio
$306K
CAGAS
319
Capital Advisory Group Advisory Services
Minnesota
$300K
SIM
320
Synergy Investment Management
Florida
$298K
LNWWM
321
Laird Norton Wetherby Wealth Management
California
$295K
AWM
322
Ameliora Wealth Management
Switzerland
$291K
AFO
323
Allie Family Office
Florida
$289K
OWM
324
Opes Wealth Management
California
$283K
FPAS
325
Focus Partners Advisor Solutions
Missouri
$282K