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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 %
AF
126
Advisornet Financial
Minnesota
$3.97M +$113K +3,122 +3%
SW
127
SteelPeak Wealth
California
$3.92M +$3.92M +108,107 New
EH
128
Equitable Holdings
New York
$3.65M +$1.58M +43,666 +77%
DA
129
Detalus Advisors
Missouri
$3.62M +$2.73M +75,208 +308%
SP
130
Stonebrook Private
Michigan
$3.6M +$3.23M +88,940 +866%
PCA
131
Prosperity Capital Advisors
Ohio
$3.59M +$35.9K +987 +1%
CC
132
Cypress Capital
Tennessee
$3.57M -$3.32M -91,509 -48%
CPG
133
Cornerstone Planning Group
New Jersey
$3.57M +$15.5K +440 +0.4%
PA
134
PFG Advisors
Arizona
$3.56M +$1.69M +46,483 +90%
SHIM
135
Stone House Investment Management
Pennsylvania
$3.52M +$3.17M +87,442 +928%
SB
136
Strategic Blueprint
Georgia
$3.41M -$2.83M -77,949 -45%
SHJ
137
Sharkey, Howes & Javer
Colorado
$3.35M +$2.96M +81,691 +768%
HFA
138
High Falls Advisors
New York
$3.35M +$3.35M +92,315 New
PWM
139
Perigon Wealth Management
California
$3.33M +$2.32M +63,963 +230%
CL
140
CVFG LLC
Indiana
$3.3M +$113K +3,111 +4%
OAP
141
One Advisory Partners
Kansas
$3.3M +$3.3M +90,975 New
KFGK
142
Keystone Financial Group (Kentucky)
Kentucky
$3.29M -$3.13M -86,217 -49%
IWM
143
IHT Wealth Management
Illinois
$3.25M -$8.86K -244 -0.3%
AA
144
Ancora Advisors
Ohio
$3.23M +$230K +6,334 +8%
CIAS
145
CFS Investment Advisory Services
New Jersey
$3.21M +$3.21M +88,355 New
SWC
146
Spectrum Wealth Counsel
Indiana
$3.15M +$3.05M +83,957 +3,101%
IWA
147
IVC Wealth Advisors
Pennsylvania
$3.12M +$3.12M +85,923 New
PWA
148
Physician Wealth Advisors
Utah
$3.09M +$3.08M +84,779 +22,729%
HGWM
149
Horst & Graben Wealth Management
Oregon
$3.08M +$3.08M +84,860 New
BCI
150
Brinker Capital Investments
Pennsylvania
$3.08M +$2.55M +70,303 +485%
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