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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

424 hedge funds and large institutions have $4.98B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 152 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+33
Holders Change %
+8.44%
% of All Funds
5.65%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.27%
New
81
Increased
152
Reduced
130
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
$155M
2
Goldman Sachs
Goldman Sachs
New York
$1.75B
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$97M
4
CI
CX Institutional
Indiana
$42.9M
5
LPL Financial
LPL Financial
California
$113M

Top Sellers

1
PCIG
Partners Capital Investment Group
Massachusetts
$78.8M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$9.86M
4
PCIA
Prime Capital Investment Advisors
Kansas
$21.8M
5
Comerica Bank
Comerica Bank
Texas
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
226
Orion Portfolio Solutions
Nebraska
$504K -$2.57K -74 -0.5%
SEIA
227
Signature Estate & Investment Advisors
California
$502K +$26.2K +753 +5%
CWS
228
Cypress Wealth Services
California
$499K -$744K -21,412 -60%
CWMS
229
Cannon Wealth Management Services
North Carolina
$492K -$4.69K -130 -0.9%
OWM
230
OneAscent Wealth Management
Alabama
$474K +$110K +3,179 +30%
EWA
231
EP Wealth Advisors
California
$473K +$373K +10,741 +376%
CAM
232
Concorde Asset Management
Michigan
$463K -$14.4K -415 -3%
MCWS
233
McKinley Carter Wealth Services
West Virginia
$450K -$87.8K -2,528 -16%
BWA
234
Bestgate Wealth Advisors
Maryland
$447K +$447K +12,877 New
CWM
235
Cranbrook Wealth Management
Michigan
$445K – – –
BFS
236
BridgePort Financial Solutions
Iowa
$440K +$440K +11,913 New
SF
237
Synovus Financial
Georgia
$439K – – –
MG
238
Mather Group
Illinois
$432K +$4.27K +123 +1%
KIM
239
Kestra Investment Management
Texas
$429K +$175K +5,046 +69%
LPAM
240
Lodestar Private Asset Management
California
$428K +$12.2K +350 +3%
TIP
241
Tandem Investment Partners
New Jersey
$424K +$424K +12,200 New
JWM
242
JPL Wealth Management
Colorado
$421K +$421K +12,110 New
CP
243
Canopy Partners
Ohio
$416K -$10.8K -310 -3%
CW
244
CreativeOne Wealth
Kansas
$414K +$32.6K +937 +9%
AQR Capital Management
245
AQR Capital Management
Connecticut
$408K +$78.7K +2,264 +24%
PMG
246
ProVise Management Group
Florida
$406K +$61.7K +1,776 +18%
CPA
247
Cardiff Park Advisors
California
$402K – – –
CIA
248
Compass Ion Advisors
Pennsylvania
$401K +$50.2K +1,445 +14%
QCM
249
Quantinno Capital Management
New York
$400K +$17K +488 +4%
AWA
250
Arkadios Wealth Advisors
Georgia
$399K -$40.8K -1,175 -9%
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