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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 %
BI
276
Berkeley Inc
Idaho
$676K -$298K -8,388 -31%
RW
277
Regimen Wealth
Georgia
$665K +$665K +18,690 New
MWM
278
Mosley Wealth Management
California
$654K -$18.3K -516 -3%
MCWS
279
McKinley Carter Wealth Services
West Virginia
$625K -$14.5K -407 -2%
IA
280
IFG Advisory
Georgia
$623K -$150K -4,220 -19%
Fidelity Investments
281
Fidelity Investments
Massachusetts
$611K +$195K +5,471 +47%
AFO
282
Allie Family Office
Florida
$583K – – –
TCA
283
Transcend Capital Advisors
New Jersey
$583K -$151K -4,241 -21%
MG
284
Mather Group
Illinois
$575K +$436K +12,506 +314%
E
285
ETFidea
New York
$574K – – –
TPWA
286
Twin Peaks Wealth Advisors
California
$574K -$103K -2,904 -15%
TF
287
Theory Financial
Colorado
$570K +$123K +3,451 +27%
CWM
288
Cranbrook Wealth Management
Michigan
$562K -$48K -1,351 -8%
FAT
289
First American Trust
California
$554K -$472K -13,273 -46%
AFAS
290
Acorn Financial Advisory Services
Virginia
$547K +$9.99K +281 +2%
JWM
291
JPL Wealth Management
Colorado
$546K +$546K +15,355 New
M&T Bank
292
M&T Bank
New York
$540K – – –
AGC
293
Aspen Grove Capital
Colorado
$534K – – –
AIP
294
Almanack Investment Partners
Pennsylvania
$527K +$527K +14,826 New
AWA
295
Arkadios Wealth Advisors
Georgia
$525K +$171K +4,823 +49%
HL
296
HeadInvest LLC
Maine
$518K – – –
OCM
297
One Capital Management
California
$517K +$517K +14,537 New
MWM
298
Maripau Wealth Management
Indiana
$507K -$179K -5,024 -26%
CAM
299
Concorde Asset Management
Michigan
$503K -$100K -2,825 -17%
CCA
300
Clearwater Capital Advisors
Illinois
$502K -$3.56K -100 -0.7%
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