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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 %
CAL
351
Capital Analysts LLC
Pennsylvania
$54K -$22.2K -636 -29%
UBP
352
Union Bancaire Privee
Switzerland
$53.3K +$53.3K +1,924 New
NWMP
353
Noble Wealth Management PBC
Colorado
$52.1K +$52.1K +1,500 New
AWM
354
Avior Wealth Management
Nebraska
$48.3K – – –
BlackRock
355
BlackRock
New York
$46.9K -$80.6K -2,320 -63%
BIA
356
Bell Investment Advisors
California
$44.2K – – –
EWA
357
EverSource Wealth Advisors
Alabama
$43.6K -$21.6K -623 -33%
SSB
358
Sandy Spring Bank
Maryland
$43.1K – – –
MHR
359
Matthew Hamilton Rosenberg
$42.4K +$42.4K +1,220 New
BA
360
Bellwether Advisors
Nebraska
$41.1K +$41.1K +1,184 New
SIS
361
Sound Income Strategies
Florida
$35.6K -$202K -5,811 -85%
BHWM
362
Beaird Harris Wealth Management
Texas
$32K -$4.17K -120 -12%
Bessemer Group
363
Bessemer Group
New Jersey
$29K – – –
AW
364
Avion Wealth
Texas
$29K – – –
CF
365
Collier Financial
Colorado
$25.8K +$25.8K +741 New
FFA
366
Frazier Financial Advisors
Ohio
$25.2K +$25.2K +728 New
OP
367
ORG Partners
Indiana
$23.1K +$2.26K +65 +11%
NP
368
NorthRock Partners
Minnesota
$22.7K – – –
T
369
Tidemark
California
$21.8K -$17.6K -505 -45%
LFA
370
LGT Financial Advisors
Texas
$21.6K +$12.2K +350 +129%
GWANC
371
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.7K +$20.7K +597 New
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$20.3K – – –
MCM
373
Mainstream Capital Management
California
$19.4K +$19.4K +559 New
KBFS
374
Kohmann Bosshard Financial Services
Ohio
$19.3K +$19.3K +554 New
AG
375
AmeriFlex Group
Nevada
$19.1K +$19.1K +525 New
13 14
15
16 17