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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

460 hedge funds and large institutions have $6.44B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 139 increasing their positions, 187 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+52
Holders Change %
+12.75%
% of All Funds
6.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.28%
New
89
Increased
139
Reduced
187
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIG
Partners Capital Investment Group
Massachusetts
+$91.5M
2
LA
LVW Advisors
New York
+$51M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$44.8M
4
Comerica Bank
Comerica Bank
Texas
+$43.3M
5
Goldman Sachs
Goldman Sachs
New York
+$39.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$249M
2
SAG
SageView Advisory Group
California
-$47.4M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$37.2M
4
LPL Financial
LPL Financial
California
-$35.2M
5
LNC
Lincoln National Corp
Pennsylvania
-$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KV
226
Kickstand Ventures
New York
$1.1M +$866K +24,354 +369%
NCM
227
Northwest Capital Management
Oregon
$1.07M +$1.07M +30,209 New
MFA
228
Mayflower Financial Advisors
Massachusetts
$1.06M -$391K -11,000 -27%
BFS
229
Burkett Financial Services
South Carolina
$1.06M -$86.6K -2,436 -8%
SMA
230
Sage Mountain Advisors
Georgia
$1.05M -$844K -23,749 -44%
ATS
231
Ashton Thomas Securities
New York
$1.04M +$1.04M +29,475 New
MIS
232
Morningstar Investment Services
Illinois
$1.04M +$187K +5,280 +22%
VA
233
Valmark Advisers
Ohio
$1.03M +$228K +6,417 +28%
National Bank of Canada
234
National Bank of Canada
Quebec, Canada
$1.03M -$28.6K -804 -3%
CC
235
Copperleaf Capital
North Carolina
$1.01M +$1.01M +28,485 New
SPAS
236
Spectrum Planning & Advisory Services
California
$1M +$1M +28,190 New
AWA
237
Arete Wealth Advisors
Illinois
$987K -$71.3K -2,008 -7%
Baird Financial Group
238
Baird Financial Group
Wisconsin
$964K -$488K -13,733 -34%
KSWA
239
Kathleen S. Wright Associates
Pennsylvania
$964K – – –
SVWG
240
Shared Vision Wealth Group
United States
$928K -$382K -10,745 -29%
QPWM
241
Quadrant Private Wealth Management
Pennsylvania
$928K +$239K +6,724 +35%
PA
242
PFG Advisors
Arizona
$921K +$921K +25,916 New
MYIA
243
Mount Yale Investment Advisors
Colorado
$917K -$545K -15,325 -37%
TWM
244
Tradition Wealth Management
Minnesota
$902K -$581K -16,346 -39%
LF
245
Lantz Financial
Illinois
$902K -$219K -6,166 -20%
CWM
246
Cedar Wealth Management
California
$882K – – –
SFS
247
Sowell Financial Services
Arkansas
$872K -$165K -4,626 -16%
WWG
248
West Wealth Group
California
$864K +$864K +24,292 New
PS
249
Principal Securities
Iowa
$861K +$183K +5,149 +27%
SWA
250
Stratos Wealth Advisors
Ohio
$860K -$420K -11,826 -33%
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