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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 %
FRA
176
FFG Retirement Advisors
Colorado
$861K -$416K -11,732 -33%
KWM
177
Kingsview Wealth Management
Oregon
$846K +$846K +23,882 New
FCBT
178
First Citizens Bank & Trust
North Carolina
$821K +$111K +3,137 +16%
DWT
179
Dorsey & Whitney Trust
South Dakota
$808K – – –
GIA
180
Gladstone Institutional Advisory
Florida
$788K -$51.1K -1,442 -6%
CIA
181
Choate Investment Advisors
Massachusetts
$781K – – –
BEI
182
Benjamin Edwards Inc
Missouri
$776K +$776K +21,911 New
KPWS
183
Kestra Private Wealth Services
Texas
$762K -$373K -10,520 -33%
SFA
184
Sequoia Financial Advisors
Ohio
$750K – – –
PS
185
Principal Securities
Iowa
$739K -$119K -3,347 -14%
SC
186
Sapient Capital
Indiana
$704K +$704K +19,874 New
RBFC
187
Roman Butler Fullerton & Co
Missouri
$698K +$29.9K +848 +4%
FC
188
Forte Capital
New York
$692K +$3.19K +90 +0.5%
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
$683K +$9K +255 +1%
SAM
190
Summit Asset Management
Tennessee
$681K – – –
DA
191
Detalus Advisors
Missouri
$680K -$3.07M -86,629 -82%
IA
192
IFP Advisors
Florida
$678K +$179K +5,055 +36%
PFS
193
Prospera Financial Services
Texas
$674K -$66.5K -1,877 -9%
RW
194
Regimen Wealth
Georgia
$674K +$11.8K +333 +2%
MWA
195
Merkkuri Wealth Advisors
New York
$667K -$143K -4,024 -18%
AWM
196
Ameliora Wealth Management
Switzerland
$666K -$177K -5,000 -21%
C1AG
197
Client 1st Advisory Group
Florida
$660K +$167K +4,720 +34%
GA
198
Geller Advisors
New York
$650K -$113K -3,184 -15%
ONB
199
Old National Bancorp
Indiana
$641K +$288K +8,137 +82%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$640K -$2.32M -65,494 -78%
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