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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 %
Baird Financial Group
276
Baird Financial Group
Wisconsin
$331K -$4.73K -136 -1%
SHIM
277
Stone House Investment Management
Pennsylvania
$328K -$20.9K -601 -6%
GT
278
Glenmede Trust
Pennsylvania
$322K – – –
CFP
279
Cypress Financial Planning
New Jersey
$321K -$521 -15 -0.2%
SW
280
SoFi Wealth
California
$320K +$320K +9,217 New
HCMT
281
Highland Capital Management (Tennessee)
Tennessee
$317K – – –
GWP
282
Gen-Wealth Partners
Michigan
$314K +$8.24K +237 +3%
CCA
283
Clearwater Capital Advisors
Illinois
$312K – – –
CWM
284
Certus Wealth Management
California
$306K +$93.8K +2,554 +44%
IA
285
IFP Advisors
Florida
$291K -$374K -10,774 -56%
LWL
286
Leo Wealth LLC
Texas
$287K – – –
OWA
287
One Wealth Advisors
California
$287K +$287K +8,247 New
HWA
288
Heritage Wealth Advisors
Virginia
$282K – – –
RFN
289
Redwood Financial Network
Ohio
$281K +$2.09K +60 +0.7%
RWS
290
Retirement Wealth Solutions
Wisconsin
$268K +$268K +7,662 New
AFO
291
Allie Family Office
Florida
$264K +$2.47K +71 +0.9%
SC
292
Savant Capital
Illinois
$263K -$102K -2,929 -28%
CTA
293
Colonial Trust Advisors
South Carolina
$263K -$13.7K -395 -5%
Brown Advisory
294
Brown Advisory
Maryland
$262K +$262K +7,552 New
LF
295
Lantz Financial
Illinois
$262K -$50.3K -1,448 -16%
GT
296
Glenview Trust
Kentucky
$260K – – –
OWM
297
Opes Wealth Management
California
$259K +$259K +7,452 New
OAS
298
Optivise Advisory Services
Tennessee
$257K +$3.96K +114 +2%
OMC
299
Old Mission Capital
Illinois
$257K -$10.5M -302,617 -98%
CPIG
300
Chicago Partners Investment Group
Illinois
$257K – – –
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