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

48 hedge funds and large institutions have $62M invested in iShares Currency Hedged MSCI EAFE Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
20
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Berkeley Inc
Idaho
$13.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.65M
3
OMC
3
Old Mission Capital
Illinois
$1.55M
4
CWM
4
Comprehensive Wealth Management
Washington
$2.43M
5
S
5
Sachetta
Massachusetts
$2.05M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
AWM
2
AE Wealth Management
Kansas
$3.53M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.09M
4
VWA
4
Visionary Wealth Advisors
Illinois
$0
5
CWM
5
Capital Wealth Management
Rhode Island
$7.51M
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Berkeley Inc
Idaho
$13.9M 424,214 +218,980 +107%
CWM
2
Capital Wealth Management
Rhode Island
$7.51M 229,797 -9,731 -4%
LPL Financial
3
LPL Financial
California
$4.68M 143,210 +15,479 +12%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.09M 125,223 -16,931 -12%
SL
5
Systelligence LLC
Minnesota
$3.69M 112,857 -4,617 -4%
AWM
6
AE Wealth Management
Kansas
$3.53M 108,171 -67,384 -38%
Bank of America
7
Bank of America
North Carolina
$3.01M 92,174 -2,093 -2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.68M 81,945 +5,591 +7%
CWM
9
Comprehensive Wealth Management
Washington
$2.43M 74,441 +17,986 +32%
S
10
Sachetta
Massachusetts
$2.05M 62,737 +17,037 +37%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.65M 50,494 +50,494 New
OMC
12
Old Mission Capital
Illinois
$1.55M 47,579 +31,259 +192%
CAC
13
Certified Advisory Corp
Florida
$1.32M 40,360 +1,101 +3%
WMG
14
WESCAP Management Group
California
$946K 28,962 -2,238 -7%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$767K 23,488 +550 +2%
TFM
16
Trademark Financial Management
Minnesota
$672K 20,555 -717 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$646K 19,776 +10,113 +105%
DAS
18
Dynamic Advisor Solutions
Arizona
$597K 18,260 -6,149 -25%
Osaic Holdings
19
Osaic Holdings
Arizona
$554K 16,945 +1,048 +7%
VA
20
Valmark Advisers
Ohio
$550K 16,841 +16,841 New
MML Investors Services
21
MML Investors Services
Massachusetts
$547K 16,757 +10,337 +161%
AAS
22
Avantax Advisory Services
Texas
$515K 15,759 +5,601 +55%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$476K 14,579 +14,579 New
TFS
24
Thoroughbred Financial Services
Tennessee
$439K 13,439 +1,582 +13%
RC
25
Rovin Capital
Arizona
$420K 12,846 +1,214 +10%
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