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

49 hedge funds and large institutions have $60.4M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
49
Holders Change
+9
Holders Change %
+22.5%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
18
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$7.65M
2
S
2
Sachetta
Massachusetts
$1.46M
3
VWA
3
Visionary Wealth Advisors
Illinois
$546K
4
OMC
4
Old Mission Capital
Illinois
$521K
5
CWM
5
Comprehensive Wealth Management
Washington
$1.8M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$1.12K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.54M
3
CBFP
3
Cedar Brook Financial Partners
Ohio
$0
4
AAS
4
Avantax Advisory Services
Texas
$324K
5
Bank of America
5
Bank of America
North Carolina
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
1
Capital Wealth Management
Rhode Island
$7.65M 239,528 +2,806 +1%
HighTower Advisors
2
HighTower Advisors
Illinois
$7.65M 239,421 +239,421 New
BI
3
Berkeley Inc
Idaho
$6.55M 205,234 +12,416 +6%
AWM
4
AE Wealth Management
Kansas
$5.61M 175,555 +9,780 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.54M 142,154 -15,600 -10%
LPL Financial
6
LPL Financial
California
$4.08M 127,731 +14,786 +13%
SL
7
Systelligence LLC
Minnesota
$3.75M 117,474 -1,482 -1%
Bank of America
8
Bank of America
North Carolina
$3.01M 94,267 -5,550 -6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.44M 76,354 +6,924 +10%
CWM
10
Comprehensive Wealth Management
Washington
$1.8M 56,455 +15,326 +37%
S
11
Sachetta
Massachusetts
$1.46M 45,700 +42,918 +1,543%
SWM
12
Solano Wealth Management
California
$1.28M 40,167 +9,142 +29%
CAC
13
Certified Advisory Corp
Florida
$1.25M 39,259 +1,032 +3%
WMG
14
WESCAP Management Group
California
$996K 31,200 +4,344 +16%
DAS
15
Dynamic Advisor Solutions
Arizona
$780K 24,409 -1,156 -5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$733K 22,938 +5,522 +32%
TFM
17
Trademark Financial Management
Minnesota
$679K 21,272 -193 -0.9%
VWA
18
Visionary Wealth Advisors
Illinois
$546K 17,109 +17,109 New
OMC
19
Old Mission Capital
Illinois
$521K 16,320 +16,320 New
Osaic Holdings
20
Osaic Holdings
Arizona
$508K 15,897 +3,555 +29%
AWM
21
Able Wealth Management
New Jersey
$393K 12,301 +12,301 New
TFS
22
Thoroughbred Financial Services
Tennessee
$378K 11,857 +4,664 +65%
RC
23
Rovin Capital
Arizona
$372K 11,632 +925 +9%
SEIA
24
Signature Estate & Investment Advisors
California
$351K 11,003 +11,003 New
AAS
25
Avantax Advisory Services
Texas
$324K 10,158 -9,806 -49%
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