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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 %
MGWM
176
Marks Group Wealth Management
Minnesota
$2.25M +$2.25M +61,961 New
SSW
177
Stone Summit Wealth
Florida
$2.22M +$16.2K +447 +0.7%
BFPW
178
BOK Financial Private Wealth
Colorado
$2.21M -$139K -3,827 -6%
CWM
179
Cornerstone Wealth Management
Missouri
$2.13M -$84.4K -2,325 -4%
TF
180
Trek Financial
Arizona
$2.13M +$2.13M +58,654 New
FCMA
181
Foresight Capital Management Advisors
Michigan
$2.06M -$2.43M -67,038 -54%
TWM
182
TSA Wealth Management
Texas
$2M +$2M +55,144 New
Comerica Bank
183
Comerica Bank
Texas
$1.98M +$6.28K +173 +0.3%
VA
184
VestGen Advisors
Illinois
$1.97M +$1.97M +54,252 New
I
185
INVST
Indiana
$1.91M +$1.91M +52,763 New
AR
186
Apeiron RIA
Texas
$1.82M +$1.82M +50,248 New
FHA
187
First Horizon Advisors
Tennessee
$1.79M +$1.64M +45,053 +1,064%
KWM
188
Keebeck Wealth Management
Illinois
$1.79M +$1.79M +49,268 New
SCA
189
Snowden Capital Advisors
New York
$1.78M +$1.42M +39,261 +406%
SWP
190
ShoreHaven Wealth Partners
New Jersey
$1.75M +$1.75M +48,133 New
GBT
191
Grove Bank & Trust
Florida
$1.72M – – –
P
192
&Partners
Tennessee
$1.71M +$781K +21,448 +84%
RPGNY
193
Retirement Planning Group (New York)
New York
$1.69M +$171K +4,715 +11%
SL
194
Sentinus LLC
Illinois
$1.61M +$1.61M +44,277 New
TPA
195
Trivium Point Advisory
Connecticut
$1.61M +$357K +9,835 +29%
CFG
196
Citizens Financial Group
Rhode Island
$1.6M -$20.9K -576 -1%
AssetMark Inc
197
AssetMark Inc
California
$1.59M +$1.03M +28,345 +185%
KFS
198
Kelly Financial Services
Massachusetts
$1.57M +$1.57M +43,396 New
CWM
199
Certus Wealth Management
California
$1.53M +$1.22M +32,466 +389%
SA
200
Sovran Advisors
California
$1.53M +$822K +23,916 +116%
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