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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 %
AWM
351
Ameliora Wealth Management
Switzerland
$410K – – –
TIP
352
Tandem Investment Partners
New Jersey
$410K -$32.7K -900 -7%
GJIA
353
Glass Jacobson Investment Advisors
Maryland
$395K – – –
LIA
354
LifePlan Investment Advisors
North Carolina
$385K +$385K +10,619 New
CCFM
355
Clear Creek Financial Management
Washington
$380K +$380K +10,463 New
VWM
356
Venturi Wealth Management
Texas
$378K +$369K +10,156 +3,936%
SMC
357
Smith, Moore & Co
Missouri
$376K -$205K -5,641 -35%
MCWS
358
McKinley Carter Wealth Services
West Virginia
$376K -$94.1K -2,594 -20%
PAMG
359
Patton Albertson Miller Group
Tennessee
$375K – – –
CCWA
360
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$367K – – –
DAS
361
Diversify Advisory Services
Utah
$366K +$124K +3,432 +51%
EAM
362
Evanson Asset Management
California
$357K – – –
MWM
363
Mission Wealth Management
California
$355K – – –
RFN
364
Redwood Financial Network
Ohio
$345K +$51.5K +1,418 +18%
WP
365
WealthPLAN Partners
Nebraska
$340K +$340K +9,380 New
MAMG
366
Milestone Asset Management Group
Connecticut
$339K -$34.1K -939 -9%
GT
367
Glenmede Trust
Pennsylvania
$336K – – –
FAIM
368
Financial Advocates Investment Management
Washington
$333K +$333K +9,180 New
HCMT
369
Highland Capital Management (Tennessee)
Tennessee
$331K – – –
SPI
370
Sutton Place Investors
New York
$329K +$329K +9,076 New
SFG
371
Sovereign Financial Group
Connecticut
$329K +$329K +9,065 New
FW
372
FullCircle Wealth
Texas
$328K +$328K +9,160 New
CAL
373
Capital Advisors Ltd
Ohio
$327K -$78.8K -2,174 -19%
CCA
374
Clearwater Capital Advisors
Illinois
$326K – – –
SPAS
375
Spectrum Planning & Advisory Services
California
$321K +$321K +8,839 New
13 14
15
16 17