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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 %
EAM
251
Empirical Asset Management
Massachusetts
$854K -$400K -11,259 -32%
SW
252
Simplicity Wealth
New Jersey
$854K -$386K -10,850 -31%
HPM
253
Hoxton Planning & Management
West Virginia
$848K -$533K -14,997 -39%
AWM
254
Ameliora Wealth Management
Switzerland
$847K -$1.34M -37,662 -61%
GIA
255
Gladstone Institutional Advisory
Florida
$842K -$33K -927 -4%
BMCM
256
Burns Matteson Capital Management
New York
$826K +$246K +6,916 +42%
FA
257
Flagstar Advisors
New York
$823K -$17K -478 -2%
MWA
258
Merkkuri Wealth Advisors
New York
$813K +$813K +22,860 New
DWT
259
Dorsey & Whitney Trust
South Dakota
$811K +$71.1K +2,000 +10%
Corient Private Wealth
260
Corient Private Wealth
Florida
$792K -$5.76K -162 -0.7%
CIA
261
Choate Investment Advisors
Massachusetts
$784K – – –
HI
262
Harbour Investments
Wisconsin
$771K -$248K -6,962 -24%
GA
263
Geller Advisors
New York
$766K +$111K +3,126 +17%
SFA
264
Sequoia Financial Advisors
Ohio
$753K +$27.9K +786 +4%
VCP
265
Verus Capital Partners
Arizona
$745K +$99.8K +2,808 +15%
DAS
266
Diversify Advisory Services
Utah
$744K +$744K +21,102 New
PFS
267
Prospera Financial Services
Texas
$743K -$28K -786 -4%
CF
268
Centaurus Financial
California
$730K +$49.3K +1,386 +7%
FCBT
269
First Citizens Bank & Trust
North Carolina
$713K – – –
CAL
270
Capital Analysts LLC
Pennsylvania
$713K -$102K -2,855 -12%
RSWM
271
Robertson Stephens Wealth Management
California
$703K +$172K +4,847 +32%
FC
272
Forte Capital
New York
$691K – – –
SAM
273
Summit Asset Management
Tennessee
$684K – – –
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$679K -$33.2K -933 -5%
RBFC
275
Roman Butler Fullerton & Co
Missouri
$676K +$70.5K +1,972 +12%
9 10
11
12 13