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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 %
SS
376
Sunbelt Securities
Texas
$1.31K +$1.31K +37 New
Fifth Third Bancorp
377
Fifth Third Bancorp
Ohio
$1.31K +$1.31K +37 New
CWP
378
Concord Wealth Partners
Virginia
$1.17K – – –
CTC
379
Central Trust Company
Missouri
$1.13K +$1.13K +32 New
AFWM
380
Abich Financial Wealth Management
Virginia
$1.03K +$1.03K +29 New
MBFW
381
Morton Brown Family Wealth
Pennsylvania
$992 +$992 +28 New
ADL
382
Asset Dedication LLC
California
$851 +$851 +24 New
FIA
383
FPC Investment Advisory
California
$815 – – –
CA
384
Crewe Advisors
Utah
$709 – – –
NRC
385
New Republic Capital
North Carolina
$638 -$68.7K -1,939 -99%
ITIM
386
Indiana Trust & Investment Management
Indiana
$638 +$638 +18 New
EWM
387
EPG Wealth Management
Georgia
$602 +$602 +17 New
CSC
388
Caldwell Sutter Capital
California
$567 – – –
HR
389
Howe & Rusling
New York
$355 +$355 +10 New
HIA
390
Harbor Investment Advisory
Maryland
$319 -$5.57K -157 -95%
TRCT
391
Tower Research Capital (TRC)
New York
$248 +$248 +7 New
SFA
392
Semmax Financial Advisors
North Carolina
$24 -$103K -4,289 -100%
DWM
393
Dynasty Wealth Management
Florida
– -$151M -4,256,358 Closed
JC
394
JB Capital
Connecticut
– -$15.8M -443,927 Closed
AWMS
395
Advocacy Wealth Management Services
Georgia
– -$13.7M -386,618 Closed
APW
396
Austin Private Wealth
Texas
– -$7.29M -204,898 Closed
AIA
397
Alera Investment Advisors
Illinois
– -$6.91M -194,403 Closed
AWP
398
Avid Wealth Partners
Texas
– -$6.74M -189,533 Closed
SFO
399
Stokes Family Office
Louisiana
– -$5.35M -150,517 Closed
PFA
400
Pettinga Financial Advisors
Indiana
– -$5.24M -147,286 Closed
14 15
16
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