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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 %
KA
426
Kovack Advisors
Florida
– -$10M -282,809 Closed
KAH
427
Kathryn A. Hall
– -$5.59M -157,696 Closed
AWG
428
Altus Wealth Group
Colorado
– -$3.5M -98,819 Closed
LWM
429
Liberty Wealth Management
California
– -$3.29M -92,980 Closed
KW
430
KWB Wealth
California
– -$2.88M -80,992 Closed
Focus Partners Wealth
431
Focus Partners Wealth
Massachusetts
– -$64.6M -72,391 Closed
SXL
432
Summit X LLC
Missouri
– -$2.38M -66,961 Closed
FFWA
433
Forthright Family Wealth Advisory
Texas
– -$1.38M -38,555 Closed
CC
434
Copperleaf Capital
North Carolina
– -$986K -27,846 Closed
FRA
435
FFG Retirement Advisors
Colorado
– -$861K -24,311 Closed
SC
436
Sapient Capital
Indiana
– -$704K -19,874 Closed
RW
437
Regimen Wealth
Georgia
– -$674K -19,023 Closed
Prudential Financial
438
Prudential Financial
New Jersey
– -$611K -17,246 Closed
FFN
439
Focus Financial Network
Minnesota
– -$514K -14,516 Closed
HF
440
HRT Financial
New York
– -$461K -13,038 Closed
YIH
441
Y-Intercept (HK)
Hong Kong
– -$450K -12,711 Closed
FHC
442
First Heartland Consultants
Missouri
– -$432K -12,194 Closed
IAS
443
Insigneo Advisory Services
Florida
– -$394K -11,128 Closed
CWA
444
Clearview Wealth Advisors
Oregon
– -$327K -9,241 Closed
LIA
445
LifePlan Investment Advisors
North Carolina
– -$295K -8,335 Closed
MIS
446
Morningstar Investment Services
Illinois
– -$280K -7,916 Closed
FAM
447
Forte Asset Management
New York
– -$266K -7,500 Closed
BRWA
448
B. Riley Wealth Advisors
Florida
– -$246K -6,965 Closed
AFP
449
Alpha Financial Partners
Kentucky
– -$220K -6,212 Closed
RWP
450
RWA Wealth Partners
Massachusetts
– -$202K -5,690 Closed
15 16 17
18
19