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iShares Currency Hedged MSCI EAFE ETF

424 hedge funds and large institutions have $5.67B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 139 increasing their positions, 179 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $5.65B → $5.67B (+$19.2M)

1.61% less ownership

Funds ownership: 88.73%87.12% (-1.6%)

7% less funds holding

Funds holding: 457424 (-33)

14% less funds holding in top 10

Funds holding in top 10: 2925 (-4)

22% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 179

36% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 64

Holders
424
Holders Change
-33
Holders Change %
-7.22%
% of All Funds
5.57%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.33%
New
41
Increased
139
Reduced
179
Closed
64
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.95B +$48.1M +1,248,820 +3%
Ameriprise
2
Ameriprise
Minnesota
$228M -$33.7M -873,193 -13%
CCM
3
Coldstream Capital Management
Washington
$218M +$4.41M +114,441 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$207M -$71.5M -1,854,488 -26%
JP Morgan Chase
5
JP Morgan Chase
New York
$201M -$46.6M -1,208,604 -19%
DWM
6
Dynasty Wealth Management
Florida
$166M +$21.5M +556,889 +15%
QWP
7
Quotient Wealth Partners
Texas
$160M +$7.31M +189,770 +5%
UCFA
8
United Capital Financial Advisors
Texas
$152M -$4.14M -107,520 -3%
LPL Financial
9
LPL Financial
California
$142M -$70.8M -1,837,898 -34%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$136M +$59.1M +1,533,887 +81%
PCIG
11
Partners Capital Investment Group
Massachusetts
$132M +$5.55M +143,990 +5%
Morgan Stanley
12
Morgan Stanley
New York
$128M +$3.58M +92,846 +3%
WA
13
Waverly Advisors
Alabama
$94.9M +$8.21M +213,032 +10%
Wells Fargo
14
Wells Fargo
California
$88.2M -$5.86M -151,966 -6%
Northern Trust
15
Northern Trust
Illinois
$78.7M -$2.48M -64,311 -3%
NP
16
NorthRock Partners
Minnesota
$71.1M +$69.1M +1,794,056 New
Bank of America
17
Bank of America
North Carolina
$70.2M -$1.31M -34,102 -2%
FIB
18
First Interstate Bank
Montana
$56.8M -$726K -18,833 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$55.4M +$13.6M +353,683 +34%
Osaic Holdings
20
Osaic Holdings
Arizona
$53.8M +$880K +22,838 +2%
Raymond James Financial
21
Raymond James Financial
Florida
$52M -$3.67M -95,222 -7%
MML Investors Services
22
MML Investors Services
Massachusetts
$45.9M -$12.3M -318,058 -22%
JPG
23
Jordan Park Group
California
$41.4M +$9.84M +255,233 +32%
UBS Group
24
UBS Group
Switzerland
$40.4M +$683K +17,714 +2%
Mariner
25
Mariner
Kansas
$37.7M +$3.43M +88,983 +10%