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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

391 hedge funds and large institutions have $4.94B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 183 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
-69
Holders Change %
-15%
% of All Funds
5.66%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
53
Increased
105
Reduced
183
Closed
120
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$64.6M
2
PCIG
Partners Capital Investment Group
Massachusetts
$174M
3
FTUS
Flow Traders U.S.
New York
$23.5M
4
OMC
Old Mission Capital
Illinois
$11M
5
Mariner
Mariner
Kansas
$16.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$259M
2
DWM
Dynasty Wealth Management
Florida
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$189M
4
LPL Financial
LPL Financial
California
$96.4M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
326
Capital Analysts LLC
Pennsylvania
$77K -$630K -17,869 -89%
PFBT
327
Parkside Financial Bank & Trust
Missouri
$75.7K – – –
EWA
328
EverSource Wealth Advisors
Alabama
$66.5K -$229K -6,454 -77%
ZB
329
Zions Bancorporation
Utah
$65.9K – – –
FPB
330
First PREMIER Bank
South Dakota
$63K +$63K +1,782 New
APC
331
Aspire Private Capital
North Carolina
$62.4K -$158K -4,462 -72%
CCA
332
Criterion Capital Advisors
Tennessee
$61.6K – – –
NS
333
NBC Securities
Alabama
$60K +$14.8K +423 +33%
FCA
334
FinTrust Capital Advisors
South Carolina
$58.9K -$11.5K -326 -16%
ZRP
335
Zynergy Retirement Planning
New Jersey
$58.7K +$14K +394 +31%
BHWM
336
Bay Harbor Wealth Management
Maryland
$53.1K -$1.75M -49,512 -97%
AWM
337
Avior Wealth Management
Nebraska
$49.2K – – –
BIA
338
Bell Investment Advisors
California
$45.1K – – –
SSB
339
Sandy Spring Bank
Maryland
$43.9K – – –
T
340
Tidemark
California
$40.1K -$1.57M -44,246 -98%
BHWM
341
Beaird Harris Wealth Management
Texas
$36.9K +$2.41K +68 +7%
RCM
342
Richardson Capital Management
Wisconsin
$33.3K +$1.35K +38 +4%
ETS
343
ESL Trust Services
New York
$33.1K +$33.1K +935 New
VWWMG
344
Vermillion & White Wealth Management Group
Pennsylvania
$31.7K +$26.6K +752 +530%
Bessemer Group
345
Bessemer Group
New Jersey
$30K – – –
AW
346
Avion Wealth
Texas
$30K +$492 +14 +2%
NP
347
NorthRock Partners
Minnesota
$23.1K +$319 +9 +1%
OP
348
ORG Partners
Indiana
$21.2K -$49.3K -1,392 -70%
OSAM
349
O'Shaughnessy Asset Management
Connecticut
$20.9K -$28.4K -792 -58%
TAM
350
Tucker Asset Management
Colorado
$19.9K -$12.4K -351 -38%
12 13
14
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