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iShares Currency Hedged MSCI EAFE Small-Cap ETF

50 hedge funds and large institutions have $60.2M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
50
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MF
26
Montis Financial
Massachusetts
$457K
Raymond James Financial
27
Raymond James Financial
Florida
$448K
Osaic Holdings
28
Osaic Holdings
Arizona
$425K
AAS
29
Avantax Advisory Services
Texas
$416K
SMA
30
Sage Mountain Advisors
Georgia
$360K
EH
31
Equitable Holdings
New York
$284K
GJIA
32
Glass Jacobson Investment Advisors
Maryland
$269K
SEIA
33
Signature Estate & Investment Advisors
California
$255K
GVAG
34
Great Valley Advisor Group
Delaware
$241K
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$240K
FPB
36
First PREMIER Bank
South Dakota
$234K
WN
37
Williams & Novak
California
$202K
WSFS
38
Wilmington Savings Fund Society
Delaware
$72.8K
CFD
39
Creative Financial Designs
Indiana
$45.9K
Morgan Stanley
40
Morgan Stanley
New York
$26.2K
CAWM
41
Capital A Wealth Management
Pennsylvania
$19.5K
UBS Group
42
UBS Group
Switzerland
$17.6K
ACA
43
Aptus Capital Advisors
Alabama
$8.89K
GRP
44
Global Retirement Partners
California
$8.88K
S
45
SignatureFD
Georgia
$5.94K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$3K
AAS
47
Ameritas Advisory Services
Nebraska
$2.45K
AssetMark Inc
48
AssetMark Inc
California
$2.17K
TIM
49
Total Investment Management
Arizona
$568
HI
50
Harbour Investments
Wisconsin
$391