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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 %
ATPW
151
Ashton Thomas Private Wealth
Arizona
$1.31M +$65.3K +1,880 +5%
DAS
152
Dynamic Advisor Solutions
Arizona
$1.31M -$104K -2,994 -7%
MWM
153
Maltin Wealth Management
New Jersey
$1.27M +$15.4K +442 +1%
IWA
154
Icon Wealth Advisors
Texas
$1.25M +$17.1K +491 +1%
SPIA
155
Steward Partners Investment Advisory
New York
$1.21M +$988K +28,445 +453%
AAS
156
Ameritas Advisory Services
Nebraska
$1.2M -$295K -8,477 -20%
TPA
157
Trivium Point Advisory
Connecticut
$1.2M +$134K +3,868 +13%
TWM
158
Trinity Wealth Management
Pennsylvania
$1.18M +$9.45K +272 +0.8%
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$1.18M -$17.2K -496 -1%
WWG
160
West Wealth Group
California
$1.16M +$213K +6,142 +22%
DI
161
Disciplined Investors
Texas
$1.14M +$1.14M +32,776 New
BMCM
162
Burns Matteson Capital Management
New York
$1.14M +$79.9K +2,298 +8%
KWS
163
Keystone Wealth Services
California
$1.1M +$1.1M +31,703 New
FA
164
Flagstar Advisors
New York
$1.07M +$86.1K +2,477 +9%
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$1.06M +$51.7K +1,487 +5%
VA
166
Valmark Advisers
Ohio
$1.04M +$28.1K +809 +3%
BFS
167
Burkett Financial Services
South Carolina
$1.04M +$12.3K +355 +1%
DSN
168
D. Scott Neal
Kentucky
$1.03M +$1.03M +29,665 New
PW
169
Peninsula Wealth
California
$1.02M -$2.52M -72,470 -71%
CF
170
Centaurus Financial
California
$1M +$7.2K +207 +0.7%
LA
171
LexAurum Advisors
Kansas
$1M -$79K -2,272 -7%
SMA
172
Sage Mountain Advisors
Georgia
$998K -$33.2K -954 -3%
DCM
173
Dimension Capital Management
Florida
$997K – – –
Creative Planning
174
Creative Planning
Kansas
$990K -$125K -3,594 -11%
PWM
175
Perigon Wealth Management
California
$982K +$14.7K +418 +2%
5 6
7
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