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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

408 hedge funds and large institutions have $6.33B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 143 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+148
Holders Change %
+56.92%
% of All Funds
5.91%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
169
Increased
143
Reduced
57
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$960M
2
LPL Financial
LPL Financial
California
$210M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$277M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$113M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$94M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.66B
2
PCIG
Partners Capital Investment Group
Massachusetts
$35.5M
3
Morgan Stanley
Morgan Stanley
New York
$156M
4
HMH
Hackensack Meridian Health
New Jersey
$0
5
CI
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
226
Firethorn Wealth Partners
Georgia
$877K +$877K +25,132 New
OMC
227
Old Mission Capital
Illinois
$867K +$867K +24,869 New
CWM
228
Cedar Wealth Management
California
$865K – – –
GIA
229
Gladstone Institutional Advisory
Florida
$858K +$33.5K +959 +4%
MIS
230
Morningstar Investment Services
Illinois
$837K +$837K +23,982 New
FA
231
Flagstar Advisors
New York
$824K +$80.6K +2,312 +11%
SAW
232
Signal Advisors Wealth
Michigan
$816K +$816K +23,386 New
CAL
233
Capital Analysts LLC
Pennsylvania
$799K +$778K +22,307 +3,718%
VA
234
Valmark Advisers
Ohio
$789K -$11.6K -333 -1%
Corient Private Wealth
235
Corient Private Wealth
Florida
$782K +$20.7K +593 +3%
SMC
236
Smith, Moore & Co
Missouri
$775K – – –
CIA
237
Choate Investment Advisors
Massachusetts
$769K – – –
GWP
238
Gateway Wealth Partners
Wisconsin
$768K +$768K +22,024 New
IA
239
IFG Advisory
Georgia
$759K +$759K +21,754 New
PFS
240
Prospera Financial Services
Texas
$757K -$620K -17,772 -45%
VWM
241
Venturi Wealth Management
Texas
$752K +$752K +21,572 New
FHC
242
First Heartland Consultants
Missouri
$751K +$191K +5,469 +34%
BIG
243
Bush Investment Group
Georgia
$739K +$739K +21,173 New
FHA
244
Flagship Harbor Advisors
Massachusetts
$729K +$729K +20,896 New
FHB
245
First Hawaiian Bank
Hawaii
$727K -$54.6K -1,566 -7%
DWT
246
Dorsey & Whitney Trust
South Dakota
$726K +$453K +13,000 +166%
TCA
247
Transcend Capital Advisors
New Jersey
$719K +$719K +20,626 New
SFA
248
Sequoia Financial Advisors
Ohio
$711K -$399K -11,428 -36%
ATPW
249
Ashton Thomas Private Wealth
Arizona
$705K +$65K +1,863 +10%
FCBT
250
First Citizens Bank & Trust
North Carolina
$700K -$11.2K -320 -2%
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