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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 %
RCM
376
Raleigh Capital Management
North Carolina
$315K +$315K +8,685 New
WAL
377
W Advisors LLC
Tennessee
$307K +$307K +8,446 New
LWL
378
Leo Wealth LLC
Texas
$300K – – –
CTA
379
Chesley Taft & Associates
Illinois
$298K +$298K +8,214 New
PFGIA
380
Patriot Financial Group Insurance Agency
Massachusetts
$294K +$294K +8,113 New
HWA
381
Heritage Wealth Advisors
Virginia
$294K – – –
MOS
382
MGO One Seven
Ohio
$293K +$77.4K +2,132 +36%
Fisher Asset Management
383
Fisher Asset Management
Washington
$288K +$288K +7,933 New
CAGAS
384
Capital Advisory Group Advisory Services
Minnesota
$280K +$25K +688 +10%
Thrivent Financial for Lutherans
385
Thrivent Financial for Lutherans
Minnesota
$275K -$2.1M -59,478 -88%
CTA
386
Colonial Trust Advisors
South Carolina
$274K – – –
GSWM
387
Golden State Wealth Management
California
$274K +$193K +5,304 +237%
APC
388
Aspire Private Capital
North Carolina
$272K +$272K +7,504 New
OWM
389
Opes Wealth Management
California
$270K – – –
AIA
390
Accelerate Investment Advisors
California
$269K +$269K +7,418 New
YWM
391
Yukon Wealth Management
Kansas
$269K +$269K +7,410 New
CPIG
392
Chicago Partners Investment Group
Illinois
$267K – – –
FRA
393
FFG Retirement Advisors
Colorado
$264K +$264K +7,286 New
PAS
394
PKS Advisory Services
New York
$258K -$92.7K -2,553 -26%
RCM
395
Richardson Capital Management
Wisconsin
$256K +$82.3K +2,267 +47%
CWA
396
Clearview Wealth Advisors
Oregon
$253K +$253K +6,984 New
FPAS
397
Focus Partners Advisor Solutions
Missouri
$252K -$99.9K -2,753 -28%
CSB
398
City State Bank
Iowa
$250K – – –
Wealthfront Advisers
399
Wealthfront Advisers
California
$250K +$250K +6,888 New
OAS
400
Optivise Advisory Services
Tennessee
$249K -$19.4K -534 -7%
14 15
16
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