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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 %
PSCM
401
Per Stirling Capital Management
Texas
– -$5.15M -144,775 Closed
I
402
INVST
Indiana
– -$4.86M -136,318 Closed
SW
403
SteelPeak Wealth
California
– -$4.76M -133,738 Closed
SA
404
Scarborough Advisors
Maryland
– -$4.56M -128,246 Closed
KFS
405
Kelly Financial Services
Massachusetts
– -$4.33M -121,672 Closed
HCM
406
Highview Capital Management
Illinois
– -$4.28M -120,467 Closed
HGWM
407
Horst & Graben Wealth Management
Oregon
– -$4.15M -116,793 Closed
HFA
408
High Falls Advisors
New York
– -$3.91M -110,044 Closed
SFC
409
Strategic Financial Concepts
Texas
– -$3.03K -105,691 Closed
CIAS
410
CFS Investment Advisory Services
New Jersey
– -$3.62M -101,903 Closed
OAP
411
One Advisory Partners
Kansas
– -$3.19M -89,633 Closed
WA
412
Wealth Alliance
New York
– -$3.02M -85,028 Closed
PWA
413
Physician Wealth Advisors
Utah
– -$2.82M -78,765 Closed
KFSC
414
Keystone Financial Services (Colorado)
Colorado
– -$2.74M -77,086 Closed
OWA
415
One Wealth Advisors
California
– -$2.48M -73,954 Closed
MFS
416
Madrona Financial Services
Washington
– -$2.62M -73,817 Closed
TWM
417
TSA Wealth Management
Texas
– -$2.59M -72,875 Closed
BBWP
418
Beacon Bridge Wealth Partners
Pennsylvania
– -$2.08M -58,427 Closed
AR
419
Apeiron RIA
Texas
– -$1.95M -54,822 Closed
TF
420
Trek Financial
Arizona
– -$1.94M -54,519 Closed
SWP
421
ShoreHaven Wealth Partners
New Jersey
– -$1.93M -54,153 Closed
MGWM
422
Marks Group Wealth Management
Minnesota
– -$1.86M -52,193 Closed
BWM
423
BCGM Wealth Management
Indiana
– -$1.73M -48,586 Closed
VHAM
424
Van Hulzen Asset Management
California
– -$1.71M -48,121 Closed
Tudor Investment Corp
425
Tudor Investment Corp
Connecticut
– -$1.64M -46,096 Closed
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