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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 %
SW
451
Simplicity Wealth
New Jersey
– -$854K -24,023 Closed
HPM
452
Hoxton Planning & Management
West Virginia
– -$848K -23,861 Closed
VCP
453
Verus Capital Partners
Arizona
– -$745K -20,964 Closed
MWM
454
Mosley Wealth Management
California
– -$654K -18,382 Closed
IA
455
IFG Advisory
Georgia
– -$623K -17,534 Closed
TCA
456
Transcend Capital Advisors
New Jersey
– -$583K -16,385 Closed
TPWA
457
Twin Peaks Wealth Advisors
California
– -$574K -16,138 Closed
TF
458
Theory Financial
Colorado
– -$570K -16,041 Closed
OCM
459
One Capital Management
California
– -$517K -14,537 Closed
MWM
460
Maripau Wealth Management
Indiana
– -$507K -14,254 Closed
GWP
461
Gateway Wealth Partners
Wisconsin
– -$499K -14,039 Closed
FAIM
462
Financial Advocates Investment Management
Washington
– -$486K -13,670 Closed
BIG
463
Bush Investment Group
Georgia
– -$478K -13,455 Closed
WFS
464
WealthGarden F.S.
California
– -$476K -13,391 Closed
CRI
465
Commonwealth Retirement Investments
Virginia
– -$470K -13,231 Closed
ACP
466
Aveo Capital Partners
Colorado
– -$458K -12,870 Closed
ICP
467
Interchange Capital Partners
Pennsylvania
– -$446K -12,533 Closed
RFP
468
RCS Financial Planning
Maryland
– -$413K -11,626 Closed
DSN
469
D. Scott Neal
Kentucky
– -$398K -11,202 Closed
RIM
470
Redwood Investment Management
Arizona
– -$398K -11,199 Closed
WP
471
WealthPLAN Partners
Nebraska
– -$391K -10,997 Closed
USCWA
472
U.S. Capital Wealth Advisors
Texas
– -$387K -10,872 Closed
FW
473
FullCircle Wealth
Texas
– -$376K -10,840 Closed
WFA
474
Wells Financial Advisors
Massachusetts
– -$350K -9,839 Closed
PFGIA
475
Patriot Financial Group Insurance Agency
Massachusetts
– -$345K -9,692 Closed
17 18
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