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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 %
PAG
351
Paladin Advisory Group
Iowa
$15.4K – – –
GM
352
GeoWealth Management
Illinois
$13.9K -$86.2K -2,435 -86%
CIA
353
Cape Investment Advisory
Georgia
$12.4K -$18K -508 -59%
BWL
354
Bogart Wealth LLC
Virginia
$12K – – –
HGA
355
Hobbs Group Advisors
South Carolina
$11.7K +$11.7K +331 New
S
356
SignatureFD
Georgia
$11.4K – – –
GWSG
357
GPS Wealth Strategies Group
Colorado
$10.6K – – –
LFA
358
LGT Financial Advisors
Texas
$9.61K -$105K -2,955 -92%
LC
359
Lindbrook Capital
California
$7.62K +$7.62K +215 New
HNB
360
Huntington National Bank
Ohio
$7.55K -$9.64K – –
BCMLT
361
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.08K +$7.08K +200 New
Kayne Anderson Rudnick Investment Management
362
Kayne Anderson Rudnick Investment Management
California
$6.73K +$106 +3 +2%
IRC
363
Investors Research Corp
Georgia
$6.02K – – –
ST
364
Smithfield Trust
Pennsylvania
$6K – – –
GWM
365
Geneos Wealth Management
Colorado
$5.51K +$106 +3 +2%
EWM
366
Evermay Wealth Management
Virginia
$4.39K +$4.39K +124 New
NC
367
NewSquare Capital
Pennsylvania
$3.54K +$3.54K +100 New
Bank of Montreal
368
Bank of Montreal
Ontario, Canada
$3.43K – – –
PFG
369
Peterson Financial Group
Iowa
$3.24K +$3.24K +92 New
GJWM
370
Gilliland Jeter Wealth Management
Arkansas
$3.19K -$51.2K -1,445 -94%
PMFA
371
Plante Moran Financial Advisors
Michigan
$3.15K +$3.15K +89 New
OLVIG
372
Oliver Lagore Vanvalin Investment Group
Michigan
$2.94K -$88.4K -2,497 -97%
JWA
373
JFS Wealth Advisors
Pennsylvania
$2.94K – – –
FGC
374
Financial Gravity Companies
Texas
$2.02K +$2.02K +57 New
EW
375
Element Wealth
Mississippi
$1.52K +$1.52K +43 New
13 14
15
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