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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 %
Goldman Sachs
1
Goldman Sachs
New York
$1.86B +$31.4M +865,742 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$756M +$488M +13,458,592 +183%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$317M +$114M +3,141,187 +56%
LPL Financial
4
LPL Financial
California
$289M +$172M +4,726,197 +146%
PCIG
5
Partners Capital Investment Group
Massachusetts
$221M +$139M +3,822,175 +169%
Ameriprise
6
Ameriprise
Minnesota
$209M +$115M +3,164,339 +121%
CCM
7
Coldstream Capital Management
Washington
$194M +$7.05M +194,250 +4%
UCFA
8
United Capital Financial Advisors
Texas
$163M +$8.2M +225,846 +5%
Morgan Stanley
9
Morgan Stanley
New York
$147M +$50.9M +1,403,967 +53%
DWM
10
Dynasty Wealth Management
Florida
$141M -$21M -578,141 -13%
QWP
11
Quotient Wealth Partners
Texas
$136M -$24M -661,715 -15%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$107M +$5.64M +155,512 +6%
Bank of America
13
Bank of America
North Carolina
$94.3M -$11.9M -327,848 -11%
FIB
14
First Interstate Bank
Montana
$90.4M -$831K -22,888 -0.9%
Northern Trust
15
Northern Trust
Illinois
$89.9M +$15.1M +417,067 +20%
MML Investors Services
16
MML Investors Services
Massachusetts
$88.5M +$42.8M +1,178,501 +94%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$81.2M +$11.2M +307,832 +16%
Wells Fargo
18
Wells Fargo
California
$79.3M +$9.45M +260,520 +14%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$77M +$62.7M +1,727,528 +439%
WA
20
Waverly Advisors
Alabama
$70.8M +$67.6M +1,863,929 +2,116%
LA
21
LVW Advisors
New York
$63.5M +$1.43M +39,270 +2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$61.8M +$30M +827,301 +94%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$57M +$49M +1,351,417 +614%
Raymond James Financial
24
Raymond James Financial
Florida
$52.5M +$18.3M +503,043 +53%
UBS Group
25
UBS Group
Switzerland
$43.5M +$26.2M +722,157 +151%
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