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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 %
MC
26
McMorgan & Co
California
$42.9M +$37M +1,018,567 +623%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$42.9M +$10.3M +283,061 +32%
US Bancorp
28
US Bancorp
Minnesota
$38M +$3.7M +102,048 +11%
JPG
29
Jordan Park Group
California
$37.8M -$3.98M -109,548 -10%
OIA
30
OneDigital Investment Advisors
Kansas
$34.3M +$24.1M +664,309 +237%
SC
31
Schoolcraft Capital
Colorado
$31.1M -$110K -3,026 -0.4%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$30.9M +$20.6M +566,934 +200%
CI
33
CX Institutional
Indiana
$30.6M -$14.2M -390,432 -32%
BF
34
Blankinship & Foster
California
$29.1M -$1.21M -33,298 -4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$28.3M +$9.64M +265,704 +52%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$26.3M +$721K +19,878 +3%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$24.4M -$80.3K -2,212 -0.3%
Osaic Holdings
38
Osaic Holdings
Arizona
$23.8M -$16M -440,306 -40%
FIA
39
Foundations Investment Advisors
Arizona
$23.4M +$20.5M +563,635 +696%
VCM
40
Verde Capital Management
Michigan
$22M +$446K +12,301 +2%
NA
41
NewEdge Advisors
Louisiana
$22M +$17.5M +483,508 +394%
AAS
42
Avantax Advisory Services
Texas
$21.9M +$3.63M +100,138 +20%
Mariner
43
Mariner
Kansas
$20.8M +$3.66M +100,889 +21%
JC
44
JB Capital
Connecticut
$19.2M +$19.2M +529,422 New
AWC
45
Adamsbrown Wealth Consultants
Kansas
$17.9M -$2.01M -55,398 -10%
AWM
46
Act Wealth Management
Texas
$17.9M +$468K +12,889 +3%
VFA
47
Valeo Financial Advisors
Indiana
$17.5M -$245K -6,752 -1%
PCIA
48
Prime Capital Investment Advisors
Kansas
$17.1M -$5.69M -156,762 -25%
AWMS
49
Advocacy Wealth Management Services
Georgia
$16.6M +$16.6M +456,158 New
CA
50
Crumly & Associates
Illinois
$15.9M +$66.7K +1,837 +0.4%
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