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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 %
FHA
326
First Horizon Advisors
Tennessee
$147K -$12K -345 -8%
VWWMG
327
Vermillion & White Wealth Management Group
Pennsylvania
$143K +$112K +3,224 +361%
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$139K -$58.2K -1,650 -29%
BIG
329
Brooklyn Investment Group
New York
$134K +$134K +3,859 New
PTC
330
Private Trust Company
Ohio
$123K +$25.1K +721 +26%
OC
331
Oarsman Capital
Wisconsin
$115K – – –
BBHC
332
Brown Brothers Harriman & Co
New York
$111K – – –
WT
333
Whittier Trust
California
$108K – – –
FFA
334
Founders Financial Alliance
North Carolina
$106K – – –
CA
335
CoreCap Advisors
Michigan
$97.7K -$203K -5,829 -67%
SWC
336
Spectrum Wealth Counsel
Indiana
$94.1K +$1.08K +31 +1%
HI
337
Harbour Investments
Wisconsin
$86.8K +$1.29K +37 +2%
NCM
338
Northwest Capital Management
Oregon
$84.4K -$36.9K -1,061 -30%
WWP
339
WR Wealth Planners
Missouri
$78.8K -$145K -4,184 -65%
GSWM
340
Golden State Wealth Management
California
$77.9K +$77.9K +2,241 New
SAM
341
Synergy Asset Management
Washington
$76.7K +$76.7K +2,166 New
BTI
342
Blue Trust Inc
Georgia
$71.2K -$3.15M -90,648 -98%
AF
343
Allworth Financial
California
$69.1K -$27.9K -778 -29%
PPC
344
Park Place Capital
Alabama
$68.7K -$37.7K -1,084 -35%
CT
345
Colonial Trust
South Carolina
$68.5K -$14.9K -430 -18%
ZB
346
Zions Bancorporation
Utah
$64.6K – – –
CCA
347
Criterion Capital Advisors
Tennessee
$61.6K – – –
ZRP
348
Zynergy Retirement Planning
New Jersey
$58.7K – – –
CFD
349
Creative Financial Designs
Indiana
$58.6K -$62.3K -1,792 -52%
PFBT
350
Parkside Financial Bank & Trust
Missouri
$54.2K -$20.1K -578 -27%
12 13
14
15 16