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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 %
AWM
126
Axxcess Wealth Management
California
$2.07M +$169K +4,769 +9%
SP
127
Stonebrook Private
Michigan
$2.05M -$454K -12,812 -18%
WFO
128
Wealthgate Family Office
Colorado
$1.99M – – –
BIA
129
Bigelow Investment Advisors
Maine
$1.96M +$318K +8,991 +19%
ASN
130
Advisory Services Network
Georgia
$1.95M – – –
OCBCO
131
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.95M -$322K -9,088 -14%
Jones Financial Companies
132
Jones Financial Companies
Missouri
$1.91M +$703K +19,887 +58%
SWP
133
Stratos Wealth Partners
Ohio
$1.87M +$1.67M +47,043 +832%
CWM
134
Cornerstone Wealth Management
Missouri
$1.83M +$410K +11,562 +29%
T
135
TNF
Montana
$1.78M -$40.8K -1,160 -2%
AI
136
Atria Investments
North Carolina
$1.72M -$6.71M -189,377 -80%
FLA
137
Financial Life Advisors
Texas
$1.69M +$168K +4,741 +11%
GBT
138
Grove Bank & Trust
Florida
$1.68M – – –
CFG
139
Citizens Financial Group
Rhode Island
$1.62M +$417K +11,787 +35%
TFS
140
Thoroughbred Financial Services
Tennessee
$1.54M +$356K +10,045 +30%
AAS
141
Ameritas Advisory Services
Nebraska
$1.53M +$326K +9,208 +27%
AWM
142
Aspire Wealth Management
Massachusetts
$1.48M -$240K -6,787 -14%
DAS
143
Dynamic Advisor Solutions
Arizona
$1.44M +$75.7K +2,137 +6%
FFWA
144
Forthright Family Wealth Advisory
Texas
$1.38M +$1.38M +38,555 New
FCM
145
Firestone Capital Management
Florida
$1.38M -$71.8K -2,027 -5%
Truist Financial
146
Truist Financial
North Carolina
$1.38M -$3.52M -99,325 -72%
BI
147
Berkeley Inc
Idaho
$1.35M +$677K +19,108 +101%
MWM
148
Maltin Wealth Management
New Jersey
$1.28M +$3.44K +97 +0.3%
PA
149
PFG Advisors
Arizona
$1.27M +$349K +9,852 +38%
CWS
150
Cypress Wealth Services
California
$1.27M -$1.12M -31,548 -47%
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