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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 %
DWT
176
Dorsey & Whitney Trust
South Dakota
$967K +$174K +5,000 +22%
PSFG
177
Park Square Financial Group
Georgia
$949K +$949K +27,323 New
FCBT
178
First Citizens Bank & Trust
North Carolina
$942K +$136K +3,907 +17%
KSWA
179
Kathleen S. Wright Associates
Pennsylvania
$933K -$21.8K -627 -2%
PFG
180
PAX Financial Group
Texas
$917K -$64.5K -1,857 -7%
TPBG
181
Turning Point Benefit Group
Maryland
$905K +$905K +26,048 New
ASN
182
Advisory Services Network
Georgia
$897K -$1.01M -29,168 -53%
P
183
&Partners
Tennessee
$892K -$347K -9,951 -28%
CWM
184
Cedar Wealth Management
California
$862K – – –
DA
185
Detalus Advisors
Missouri
$850K +$183K +5,254 +27%
KWM
186
Kingsview Wealth Management
Oregon
$846K +$15.8K +454 +2%
SIAS
187
Summit Investment Advisory Services
Minnesota
$837K -$9.97K -287 -1%
HGA
188
Hobbs Group Advisors
South Carolina
$825K +$814K +23,422 +7,076%
GIA
189
Gladstone Institutional Advisory
Florida
$817K +$44.5K +1,281 +6%
Jane Street
190
Jane Street
New York
$795K +$387K +11,127 +95%
BEI
191
Benjamin Edwards Inc
Missouri
$781K +$19.2K +552 +3%
ACM
192
Absolute Capital Management
Pennsylvania
$771K +$771K +22,192 New
PS
193
Principal Securities
Iowa
$768K +$43.2K +1,242 +6%
CIA
194
Choate Investment Advisors
Massachusetts
$766K – – –
SFA
195
Sequoia Financial Advisors
Ohio
$736K – – –
SA
196
Sovran Advisors
California
$719K +$719K +20,644 New
MFG
197
Merit Financial Group
Georgia
$715K +$430K +12,385 +151%
AWM
198
AE Wealth Management
Kansas
$699K -$166K -4,791 -19%
FC
199
Forte Capital
New York
$681K +$2.5K +72 +0.4%
BCM
200
Brookstone Capital Management
Illinois
$678K +$118K +3,402 +21%
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