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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 %
CAGAS
301
Capital Advisory Group Advisory Services
Minnesota
$244K +$244K +7,021 New
CSB
302
City State Bank
Iowa
$240K – – –
SIM
303
Synergy Investment Management
Florida
$239K +$239K +6,887 New
SO
304
Sierra Ocean
California
$238K +$238K +6,848 New
DAS
305
Diversify Advisory Services
Utah
$235K -$269K -7,697 -53%
FHB
306
First Hawaiian Bank
Hawaii
$231K – – –
NCFG
307
New Century Financial Group
New Jersey
$224K -$1.39K -40 -0.6%
OC
308
Oppenheimer & Co
New York
$221K +$7.99K +230 +4%
TSS
309
Two Sigma Securities
New York
$220K -$301K -8,672 -58%
Lido Advisors
310
Lido Advisors
California
$220K +$220K +6,323 New
KWA
311
Kingswood Wealth Advisors
California
$220K +$220K +6,320 New
AIP
312
Almanack Investment Partners
Pennsylvania
$216K – – –
Citadel Advisors
313
Citadel Advisors
Florida
$214K -$151K -4,352 -41%
EFG
314
Ehrlich Financial Group
California
$213K -$2.75K -79 -1%
MOS
315
MGO One Seven
Ohio
$207K +$207K +5,950 New
CAG
316
Curtis Advisory Group
California
$206K – – –
WPC
317
White Pine Capital
Minnesota
$203K – – –
Vanguard Group
318
Vanguard Group
Pennsylvania
$202K – – –
WP
319
WealthShield Partners
North Carolina
$201K -$11.1K -320 -5%
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$197K +$973 +28 +0.5%
RCM
321
Richardson Capital Management
Wisconsin
$166K +$134K +3,846 +409%
TIM
322
Tortoise Investment Management
New York
$166K – – –
PA
323
Parallel Advisors
California
$162K -$57.7K -1,659 -26%
ACA
324
Aptus Capital Advisors
Alabama
$149K +$26.1K +750 +21%
VHAM
325
Van Hulzen Asset Management
California
$148K +$148K +4,258 New
11 12
13
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