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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

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

9% more funds holding

Funds holding: 4650 (+4)

3.31% less ownership

Funds ownership: 41.35%38.04% (-3.3%)

7% less capital invested

Capital invested by funds: $64.6M → $60.2M (-$4.42M)

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
+4
Holders Change %
+8.7%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
15
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
26
Principal Securities
Iowa
$478K +$437K +13,143 +4,455%
MF
27
Montis Financial
Massachusetts
$457K -$269K -8,083 -39%
Raymond James Financial
28
Raymond James Financial
Florida
$448K -$117K -3,508 -22%
AAS
29
Avantax Advisory Services
Texas
$416K +$170K +5,128 +78%
SMA
30
Sage Mountain Advisors
Georgia
$360K
EH
31
Equitable Holdings
New York
$284K -$266 -8 -0.1%
GJIA
32
Glass Jacobson Investment Advisors
Maryland
$269K +$19K +571 +8%
SEIA
33
Signature Estate & Investment Advisors
California
$255K
GVAG
34
Great Valley Advisor Group
Delaware
$241K +$225K +6,769 New
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$240K +$226K +6,807 New
FPB
36
First PREMIER Bank
South Dakota
$234K +$219K +6,580 New
WN
37
Williams & Novak
California
$202K +$189K +5,680 New
WSFS
38
Wilmington Savings Fund Society
Delaware
$72.8K -$1.63K -49 -2%
CFD
39
Creative Financial Designs
Indiana
$45.9K +$42.7K +1,286 +21,433%
Morgan Stanley
40
Morgan Stanley
New York
$26.2K
CAWM
41
Capital A Wealth Management
Pennsylvania
$19.5K +$22.2K +667 New
UBS Group
42
UBS Group
Switzerland
$17.6K +$16.4K +495 New
ACA
43
Aptus Capital Advisors
Alabama
$8.89K
GRP
44
Global Retirement Partners
California
$8.88K +$8.31K +250 New
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 +$2.29K +69 New
AssetMark Inc
48
AssetMark Inc
California
$2.17K +$2.03K +61 New
TIM
49
Total Investment Management
Arizona
$568 +$532 +16 New
HI
50
Harbour Investments
Wisconsin
$391 -$14.5K -435 -98%