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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 %
CCFM
276
Clear Creek Financial Management
Washington
$543K +$543K +15,580 New
M&T Bank
277
M&T Bank
New York
$530K -$202K -5,800 -28%
AFAS
278
Acorn Financial Advisory Services
Virginia
$527K -$9.45K -271 -2%
AGC
279
Aspen Grove Capital
Colorado
$524K +$524K +15,025 New
RSWM
280
Robertson Stephens Wealth Management
California
$521K +$521K +14,935 New
HL
281
HeadInvest LLC
Maine
$509K -$41.9K -1,200 -8%
FFO
282
Fiduciary Family Office
Florida
$502K -$518K -14,861 -51%
CCA
283
Clearwater Capital Advisors
Illinois
$496K -$14.3K -410 -3%
SWM
284
SFG Wealth Management
Maryland
$486K +$486K +13,933 New
ACP
285
Aveo Capital Partners
Colorado
$477K +$477K +13,750 New
RCM
286
Raleigh Capital Management
North Carolina
$477K +$477K +13,666 New
BWA
287
BCU Wealth Advisors
Illinois
$476K +$476K +13,652 New
CIAS
288
Capital Investment Advisory Services
North Carolina
$468K +$377K +10,804 +412%
TFS
289
Thoroughbred Financial Services
Tennessee
$465K +$229K +6,573 +97%
LIA
290
LifePlan Investment Advisors
North Carolina
$458K +$458K +13,139 New
RFP
291
RCS Financial Planning
Maryland
$455K +$455K +13,033 New
USCWA
292
U.S. Capital Wealth Advisors
Texas
$454K +$454K +13,003 New
SF
293
Synovus Financial
Georgia
$453K +$10K +287 +2%
CAL
294
Capital Advisors Ltd
Ohio
$452K – – –
Citadel Advisors
295
Citadel Advisors
Florida
$444K -$48.1K -1,380 -10%
PAMG
296
Patton Albertson Miller Group
Tennessee
$443K -$90.3K -2,590 -17%
TF
297
Theory Financial
Colorado
$439K +$439K +12,590 New
RC
298
Rovin Capital
Arizona
$431K +$431K +12,351 New
SPI
299
Sutton Place Investors
New York
$429K +$429K +12,309 New
Fidelity Investments
300
Fidelity Investments
Massachusetts
$408K +$159K +4,561 +64%
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