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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
+$748M
2
LPL Financial
LPL Financial
California
+$166M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$144M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$111M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$94M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$219M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$65.7M
3
Morgan Stanley
Morgan Stanley
New York
-$33.4M
4
HMH
Hackensack Meridian Health
New Jersey
-$30M
5
CI
CX Institutional
Indiana
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$699K -$108K -3,106 -13%
FC
252
Forte Capital
New York
$678K +$2.3K +66 +0.3%
QPWM
253
Quadrant Private Wealth Management
Pennsylvania
$676K +$676K +19,367 New
MWM
254
Maripau Wealth Management
Indiana
$672K +$672K +19,278 New
SAM
255
Summit Asset Management
Tennessee
$671K – – –
CF
256
Centaurus Financial
California
$668K +$435K +12,465 +186%
PS
257
Principal Securities
Iowa
$665K +$211K +6,044 +46%
TPWA
258
Twin Peaks Wealth Advisors
California
$664K +$664K +19,042 New
BBA
259
Braun-Bostich & Associates
Pennsylvania
$663K +$663K +19,005 New
MWS
260
Maxwell Wealth Strategies
California
$663K +$663K +18,712 New
MWM
261
Mosley Wealth Management
California
$659K +$659K +18,898 New
WP
262
WealthPLAN Partners
Nebraska
$655K +$655K +18,789 New
GA
263
Geller Advisors
New York
$642K – – –
VCP
264
Verus Capital Partners
Arizona
$633K +$633K +18,156 New
MCWS
265
McKinley Carter Wealth Services
West Virginia
$628K -$101K -2,894 -14%
EFG
266
Ehrlich Financial Group
California
$627K +$627K +17,985 New
ICP
267
Interchange Capital Partners
Pennsylvania
$623K +$623K +16,000 New
NL
268
NWAM LLC
Washington
$601K -$826K -23,509 -58%
CWM
269
Cranbrook Wealth Management
Michigan
$599K – – –
CAM
270
Concorde Asset Management
Michigan
$592K +$592K +16,981 New
CRI
271
Commonwealth Retirement Investments
Virginia
$583K +$583K +16,717 New
RBFC
272
Roman Butler Fullerton & Co
Missouri
$580K -$70.5K -2,057 -11%
AFO
273
Allie Family Office
Florida
$572K – – –
BMCM
274
Burns Matteson Capital Management
New York
$569K +$569K +16,324 New
E
275
ETFidea
New York
$563K – – –
9 10
11
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