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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 %
FIC
201
Family Investment Center
Missouri
$677K +$677K +19,487 New
SCM
202
Saxony Capital Management
Missouri
$676K +$381K +10,959 +129%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$667K -$5.04K -145 -0.7%
BI
204
Berkeley Inc
Idaho
$666K -$659K -18,950 -50%
ONB
205
Old National Bancorp
Indiana
$657K +$28K +807 +4%
NWM
206
Nova Wealth Management
Florida
$653K +$653K +18,785 New
GA
207
Geller Advisors
New York
$632K -$5.8K -167 -0.9%
MWA
208
Merkkuri Wealth Advisors
New York
$631K -$24K -691 -4%
SFS
209
Sowell Financial Services
Arkansas
$627K +$15.3K +441 +3%
PFS
210
Prospera Financial Services
Texas
$617K -$44.1K -1,269 -7%
RBFC
211
Roman Butler Fullerton & Co
Missouri
$604K -$109K -3,018 -15%
C1AG
212
Client 1st Advisory Group
Florida
$582K -$65.9K -1,896 -10%
RC
213
Rovin Capital
Arizona
$574K +$49.9K +1,437 +10%
WIA
214
World Investment Advisors
California
$562K +$127K +3,661 +29%
SMC
215
Smith, Moore & Co
Missouri
$556K +$67.5K +1,942 +14%
KPWS
216
Kestra Private Wealth Services
Texas
$554K -$193K -5,556 -26%
MWML
217
M Wealth Management LLC
California
$551K +$551K +15,842 New
FAT
218
First American Trust
California
$548K -$8.17K -235 -1%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$536K -$48.1K -1,384 -8%
AssetMark Inc
220
AssetMark Inc
California
$534K +$2.4K +69 +0.5%
M&T Bank
221
M&T Bank
New York
$530K +$2.22K +64 +0.4%
AFAS
222
Acorn Financial Advisory Services
Virginia
$525K +$1.74K +50 +0.3%
AGC
223
Aspen Grove Capital
Colorado
$522K – – –
HL
224
HeadInvest LLC
Maine
$507K – – –
BCI
225
Brinker Capital Investments
Pennsylvania
$504K -$2.57K -74 -0.5%
7 8
9
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