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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 %
SL
426
SWMG LLC
Texas
– -$1.61M -45,166 Closed
SWM
427
Scissortail Wealth Management
Oklahoma
– -$1.46M -41,186 Closed
MW
428
Maia Wealth
Colorado
– -$1.39M -39,036 Closed
BBA
429
Braun-Bostich & Associates
Pennsylvania
– -$1.38M -38,948 Closed
CAM
430
Cobblestone Asset Management
Virginia
– -$1.37M -38,459 Closed
BWM
431
BlackDiamond Wealth Management
New York
– -$1.27M -38,108 Closed
KWM
432
Keebeck Wealth Management
Illinois
– -$1.33M -37,544 Closed
WWA
433
WCG Wealth Advisors
Nevada
– -$1.33M -37,400 Closed
FWP
434
Firethorn Wealth Partners
Georgia
– -$1.3M -36,661 Closed
SWM
435
SigFig Wealth Management
California
– -$1.27M -35,815 Closed
VPP
436
Vertex Planning Partners
Illinois
– -$1.22M -34,357 Closed
OWMIAS
437
One Wealth Management Investment & Advisory Services
Florida
– -$1.21M -33,951 Closed
TVM
438
True Vision MN
Minnesota
– -$1.2M -33,610 Closed
MLA
439
My Legacy Advisors
Oregon
– -$1.12M -31,628 Closed
KV
440
Kickstand Ventures
New York
– -$1.1M -30,960 Closed
MFA
441
Mayflower Financial Advisors
Massachusetts
– -$1.06M -29,913 Closed
ATS
442
Ashton Thomas Securities
New York
– -$1.04M -29,475 Closed
SPAS
443
Spectrum Planning & Advisory Services
California
– -$1M -28,190 Closed
AWA
444
Arete Wealth Advisors
Illinois
– -$987K -27,808 Closed
SVWG
445
Shared Vision Wealth Group
United States
– -$928K -26,096 Closed
QPWM
446
Quadrant Private Wealth Management
Pennsylvania
– -$928K -26,091 Closed
MYIA
447
Mount Yale Investment Advisors
Colorado
– -$917K -25,792 Closed
TWM
448
Tradition Wealth Management
Minnesota
– -$902K -25,377 Closed
SWA
449
Stratos Wealth Advisors
Ohio
– -$860K -24,186 Closed
EAM
450
Empirical Asset Management
Massachusetts
– -$854K -24,025 Closed
16 17
18
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