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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 %
SFS
201
Sowell Financial Services
Arkansas
$624K -$245K -6,906 -28%
Prudential Financial
202
Prudential Financial
New Jersey
$611K -$3.66M -103,471 -86%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$596K -$12.5K -354 -2%
E
204
ETFidea
New York
$572K +$283 +8 +0%
BCM
205
Brookstone Capital Management
Illinois
$571K -$1.44M -40,523 -72%
FAT
206
First American Trust
California
$567K +$15.7K +443 +3%
MCWS
207
McKinley Carter Wealth Services
West Virginia
$548K -$75K -2,117 -12%
AssetMark Inc
208
AssetMark Inc
California
$542K -$741K -20,923 -58%
M&T Bank
209
M&T Bank
New York
$538K – – –
RC
210
Rovin Capital
Arizona
$534K +$56.2K +1,590 +12%
AFAS
211
Acorn Financial Advisory Services
Virginia
$534K -$11.2K -317 -2%
AGC
212
Aspen Grove Capital
Colorado
$532K – – –
TSS
213
Two Sigma Securities
New York
$532K +$532K +15,017 New
HL
214
HeadInvest LLC
Maine
$516K – – –
BCI
215
Brinker Capital Investments
Pennsylvania
$516K -$2.94M -83,015 -85%
OPS
216
Orion Portfolio Solutions
Nebraska
$516K -$2.94M -83,015 -85%
FFN
217
Focus Financial Network
Minnesota
$514K -$1.01M -28,566 -66%
DAS
218
Diversify Advisory Services
Utah
$510K -$235K -6,667 -32%
SMC
219
Smith, Moore & Co
Missouri
$498K – – –
CWMS
220
Cannon Wealth Management Services
North Carolina
$488K +$488K +13,783 New
CAM
221
Concorde Asset Management
Michigan
$487K -$14.5K -408 -3%
SEIA
222
Signature Estate & Investment Advisors
California
$485K +$29.9K +844 +7%
HF
223
HRT Financial
New York
$461K +$461K +13,038 New
CAL
224
Capital Advisors Ltd
Ohio
$459K – – –
CWM
225
Cranbrook Wealth Management
Michigan
$454K -$106K -2,999 -19%
7 8
9
10 11