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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 %
GWM
51
Gitterman Wealth Management
New Jersey
$15.7M +$15.7M +432,513 New
SW
52
SoFi Wealth
California
$15.5M +$15.2M +418,517 +4,541%
BF
53
BOK Financial
Oklahoma
$15.2M +$1.76M +48,571 +13%
PSIWM
54
Paradigm Strategies in Wealth Management
Minnesota
$15.1M +$15.1M +416,175 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$15M +$2.11M +58,185 +16%
PWP
56
Prasad Wealth Partners
Ohio
$14.8M +$1.35M +37,164 +10%
WCM
57
Weaver Capital Management
Georgia
$14.8M +$10.8M +297,470 +271%
MFG
58
Merit Financial Group
Georgia
$14.3M +$13.5M +372,209 +1,809%
Stifel Financial
59
Stifel Financial
Missouri
$14.2M +$9.73M +268,144 +217%
DP
60
Denver PWM
Colorado
$13.9M +$1.09M +29,928 +8%
VCM
61
Virtue Capital Management
Tennessee
$13.6M +$13.6M +375,642 New
FFA
62
Farther Finance Advisors
California
$13.5M +$2.13M +58,695 +19%
LWM
63
Lighthouse Wealth Management
Ohio
$12.4M +$230K +6,336 +2%
KA
64
Kovack Advisors
Florida
$12.3M +$12.3M +339,002 New
WA
65
Win Advisors
Florida
$12.1M +$12.1M +334,071 New
WMG
66
WESCAP Management Group
California
$11.8M -$421K -11,598 -3%
MWM
67
Modern Wealth Management
Kansas
$11.7M -$1.35M -37,097 -10%
MWM
68
Meridian Wealth Management
Kentucky
$11.6M +$69.2K +1,907 +0.6%
ECM
69
Exchange Capital Management
Michigan
$11.2M +$117K +3,230 +1%
AG
70
Ascent Group
Virginia
$11.2M +$10.8M +298,260 +3,089%
CAG
71
Csenge Advisory Group
Florida
$11.2M +$566K +16,471 +5%
AWS
72
Atria Wealth Solutions
New York
$10.9M +$5.63M +155,032 +108%
OAM
73
Oppenheimer Asset Management
New York
$10.5M -$123K -3,392 -1%
CAM
74
Clarity Asset Management
Iowa
$10.5M +$7.22M +198,898 +219%
VPP
75
Vertex Planning Partners
Illinois
$9.99M +$1.82M +50,083 +22%
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