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iShares Currency Hedged MSCI EAFE Small-Cap ETF
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Overview Fund Activity

27 hedge funds and large institutions have $22.5M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
12
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
CreativeOne Wealth
Kansas
$2.37M
2
LPL Financial
2
LPL Financial
California
$693K
3
SFS
3
Sowell Financial Services
Arkansas
$1.15M
4
SMA
4
Sage Mountain Advisors
Georgia
$371K
5
PPW
5
Pinnacle Private Wealth
Massachusetts
$298K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CFA
2
Carroll Financial Associates
North Carolina
$149K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$396K
4
UBS Group
4
UBS Group
Switzerland
$13K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$252K
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Berkeley Inc
Idaho
$5.81M 157,842 +3,467 +2%
AWM
2
AE Wealth Management
Kansas
$3.51M 95,251 +545 +0.6%
CW
3
CreativeOne Wealth
Kansas
$2.37M 64,369 +22,566 +54%
CAN
4
Cetera Advisor Networks
California
$1.69M 45,913 +2,565 +6%
CWM
5
Capital Wealth Management
Rhode Island
$1.24M 33,649 +5,934 +21%
SFS
6
Sowell Financial Services
Arkansas
$1.15M 31,255 +14,427 +86%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.15M 31,107 -38 -0.1%
APWM
8
Atlas Private Wealth Management
New York
$995K 27,038 +1,261 +5%
Bank of America
9
Bank of America
North Carolina
$851K 23,114 +2,171 +10%
LPL Financial
10
LPL Financial
California
$693K 18,836 +18,836 New
DAS
11
Dynamic Advisor Solutions
Arizona
$465K 12,625 +1,090 +9%
Osaic Holdings
12
Osaic Holdings
Arizona
$396K 10,738 -890 -8%
SMA
13
Sage Mountain Advisors
Georgia
$371K 10,077 +10,077 New
GG
14
Gofen & Glossberg
Illinois
$331K 9,000 – –
PPW
15
Pinnacle Private Wealth
Massachusetts
$298K 8,089 +8,089 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$252K 6,859 -336 -5%
VCM
17
Verde Capital Management
Michigan
$229K 6,219 +530 +9%
Citadel Advisors
18
Citadel Advisors
Florida
$227K 6,164 +6,164 New
CFA
19
Carroll Financial Associates
North Carolina
$149K 4,060 -1,340 -25%
SL
20
Savior LLC
Massachusetts
$146K 3,951 +2,636 +200%
MFA
21
Morling Financial Advisors
California
$53K 1,439 +1,439 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$49K 1,340 +1,340 New
CFD
23
Creative Financial Designs
Indiana
$34K 919 -243 -21%
HI
24
Harbour Investments
Wisconsin
$21K 570 +11 +2%
Morgan Stanley
25
Morgan Stanley
New York
$15K 420 +420 New
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