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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 %
DT
251
Diversified Trust
Tennessee
$398K +$7.89K +227 +2%
RSWM
252
Robertson Stephens Wealth Management
California
$396K +$197K +5,679 +99%
GJIA
253
Glass Jacobson Investment Advisors
Maryland
$395K +$226K +6,501 +134%
AWM
254
Ameliora Wealth Management
Switzerland
$393K -$261K -7,500 -40%
CAL
255
Capital Advisors Ltd
Ohio
$389K -$60.9K -1,752 -14%
TC
256
TownSquare Capital
Utah
$384K -$1.15K -33 -0.3%
SHJ
257
Sharkey, Howes & Javer
Colorado
$370K -$65.8K -1,893 -15%
PAMG
258
Patton Albertson Miller Group
Tennessee
$359K -$11.1K -320 -3%
WWA
259
WCG Wealth Advisors
Nevada
$357K +$357K +10,267 New
SP
260
Stonebrook Private
Michigan
$357K -$1.66M -47,683 -82%
MAMG
261
Milestone Asset Management Group
Connecticut
$357K +$357K +10,267 New
PAS
262
PKS Advisory Services
New York
$355K +$355K +9,651 New
5W
263
5T Wealth
California
$353K +$353K +10,164 New
CCWA
264
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$351K – – –
OWCM
265
One Wealth Capital Management
Arizona
$349K +$349K +10,037 New
WWM
266
Western Wealth Management
Colorado
$345K +$83.9K +2,414 +32%
NL
267
NWAM LLC
Washington
$344K +$27.1K +781 +9%
WPW
268
Watershed Private Wealth
Illinois
$343K +$75.7K +2,179 +28%
LSA
269
Lion Street Advisors
Texas
$343K +$33.8K +972 +11%
EAM
270
Evanson Asset Management
California
$342K +$4.55K +131 +1%
Corient Private Wealth
271
Corient Private Wealth
Florida
$342K +$286K +49,585 +513%
MWM
272
Mission Wealth Management
California
$340K – – –
FPAS
273
Focus Partners Advisor Solutions
Missouri
$337K +$118K +3,403 +54%
SCA
274
Snowden Capital Advisors
New York
$336K -$12.3K -353 -4%
AG
275
Ascent Group
Virginia
$335K -$15.3K -441 -4%
9 10
11
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