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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 %
BIA
126
Bigelow Investment Advisors
Maine
$2.36M +$440K +12,653 +23%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$2.34M +$1.71M +49,206 +272%
Jones Financial Companies
128
Jones Financial Companies
Missouri
$2.29M +$410K +11,801 +22%
CAAS
129
Capital Asset Advisory Services
Michigan
$2.28M +$224K +6,412 +11%
AWM
130
Axxcess Wealth Management
California
$2.26M +$227K +6,520 +11%
BFPW
131
BOK Financial Private Wealth
Colorado
$2.25M -$59.4K -1,710 -3%
MCM
132
MAI Capital Management
Ohio
$2.21M +$65.9K +1,897 +3%
CWM
133
Cornerstone Wealth Management
Missouri
$2.12M +$333K +9,585 +19%
SSW
134
Stone Summit Wealth
Florida
$2.11M +$78.5K +2,259 +4%
EH
135
Equitable Holdings
New York
$1.97M -$288K -8,282 -13%
AWM
136
Apollon Wealth Management
South Carolina
$1.96M -$175K -5,035 -8%
Comerica Bank
137
Comerica Bank
Texas
$1.89M -$41.6M -1,196,767 -96%
SWP
138
Stratos Wealth Partners
Ohio
$1.89M +$58.5K +1,683 +3%
FLA
139
Financial Life Advisors
Texas
$1.87M +$207K +5,953 +12%
TFS
140
Thoroughbred Financial Services
Tennessee
$1.84M +$331K +9,537 +22%
AG
141
AlTi Global
New York
$1.83M +$1.83M +52,800 New
PA
142
PFG Advisors
Arizona
$1.79M +$547K +15,740 +44%
AI
143
Atria Investments
North Carolina
$1.67M -$15.6K -448 -0.9%
GBT
144
Grove Bank & Trust
Florida
$1.65M – – –
AWM
145
Apex Wealth Management
New Hampshire
$1.58M +$1.58M +45,448 New
OCBCO
146
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.56M -$354K -10,178 -19%
CFG
147
Citizens Financial Group
Rhode Island
$1.55M -$35.7K -1,027 -2%
RPGNY
148
Retirement Planning Group (New York)
New York
$1.45M +$1.45M +41,781 New
FCM
149
Firestone Capital Management
Florida
$1.36M +$6.64K +191 +0.5%
Truist Financial
150
Truist Financial
North Carolina
$1.31M -$40.7K -1,172 -3%
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