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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.

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
1
Focus Partners Wealth
Massachusetts
$64.6M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$174M
3
FTUS
3
Flow Traders U.S.
New York
$23.5M
4
OMC
4
Old Mission Capital
Illinois
$11M
5
Mariner
5
Mariner
Kansas
$16.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$259M
2
DWM
2
Dynasty Wealth Management
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$189M
4
LPL Financial
4
LPL Financial
California
$96.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PCA
101
Prosperity Capital Advisors
Ohio
$3.58M 101,081 +14,242 +16%
CPG
102
Cornerstone Planning Group
New Jersey
$3.51M 99,342 +1,539 +2%
AWG
103
Altus Wealth Group
Colorado
$3.5M 98,819 +53,923 +120%
AF
104
Advisornet Financial
Minnesota
$3.34M 94,295 -15,430 -14%
BTI
105
Blue Trust Inc
Georgia
$3.3M 92,698 -64,573 -41%
LWM
106
Liberty Wealth Management
California
$3.29M 92,980 -116,361 -56%
IWM
107
IHT Wealth Management
Illinois
$3.19M 89,974 +389 +0.4%
GF
108
Gries Financial
Ohio
$3.16M 89,085 +27,294 +44%
Renaissance Technologies
109
Renaissance Technologies
New York
$3.13M 88,413 +88,413 New
TPWA
110
TRUE Private Wealth Advisors
Oregon
$2.9M 81,926 -47,549 -37%
KW
111
KWB Wealth
California
$2.88M 80,992 -17,963 -18%
VWA
112
VERITY Wealth Advisors
United States
$2.87M 81,026 +234 +0.3%
CFGS
113
Concourse Financial Group Securities
Alabama
$2.86M 80,792 -38,354 -32%
AWA
114
Aaron Wealth Advisors
Illinois
$2.8M 79,132 -487 -0.6%
FA
115
Financial Advisors
Massachusetts
$2.74M 77,401 -142 -0.2%
FIA
116
Foundations Investment Advisors
Arizona
$2.73M 76,977 -399,381 -84%
AA
117
Ancora Advisors
Ohio
$2.47M 69,722 +13,556 +24%
SXL
118
Summit X LLC
Missouri
$2.38M 66,961 -3,541 -5%
BFPW
119
BOK Financial Private Wealth
Colorado
$2.35M 66,446 -42 -0.1%
EH
120
Equitable Holdings
New York
$2.31M 65,081 -31,490 -33%
WA
121
Waverly Advisors
Alabama
$2.25M 63,407 +22,805 +56%
MCM
122
MAI Capital Management
Ohio
$2.18M 61,635 +5,833 +10%
AWM
123
Apollon Wealth Management
South Carolina
$2.17M 61,394 -26,734 -30%
CAAS
124
Capital Asset Advisory Services
Michigan
$2.09M 59,120 +4,086 +7%
SSW
125
Stone Summit Wealth
Florida
$2.08M 58,585 +4,617 +9%
3 4
5
6 7