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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 %
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$390K +$390K +11,193 New
DT
302
Diversified Trust
Tennessee
$384K +$384K +11,000 New
IAS
303
Insigneo Advisory Services
Florida
$381K +$10.6K +303 +3%
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$369K +$13.2K +380 +4%
SFG
305
Sovereign Financial Group
Connecticut
$367K +$367K +10,525 New
D
306
Dentgroup
Louisiana
$364K +$364K +10,428 New
MOS
307
MGO One Seven
Ohio
$359K +$359K +10,299 New
CCWA
308
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$352K -$9.14K -262 -3%
LPAM
309
Lodestar Private Asset Management
California
$347K +$10.5K +300 +3%
AWA
310
Arkadios Wealth Advisors
Georgia
$346K +$54.6K +1,564 +19%
WAL
311
W Advisors LLC
Tennessee
$344K +$344K +9,871 New
MWM
312
Mission Wealth Management
California
$341K – – –
GT
313
Glenmede Trust
Pennsylvania
$324K -$6.1K -175 -2%
CFP
314
Cypress Financial Planning
New Jersey
$323K -$11.9K -340 -4%
ACM
315
Absolute Capital Management
Pennsylvania
$323K +$323K +9,246 New
HIM
316
Hanlon Investment Management
New Jersey
$319K +$319K +9,152 New
HCMT
317
Highland Capital Management (Tennessee)
Tennessee
$318K – – –
HKIMG
318
Hutchens & Kramer Investment Management Group
Indiana
$303K +$303K +8,692 New
GT
319
Glenview Trust
Kentucky
$301K -$3.49K -100 -1%
CTA
320
Colonial Trust Advisors
South Carolina
$298K -$77.3K -2,217 -21%
APC
321
Aspire Private Capital
North Carolina
$295K +$295K +8,462 New
NCFG
322
New Century Financial Group
New Jersey
$295K +$12.2K +349 +4%
EL
323
EQ LLC
Washington
$294K +$294K +8,432 New
CIA
324
Compass Ion Advisors
Pennsylvania
$294K – – –
WWM
325
Western Wealth Management
Colorado
$290K +$30.5K +874 +12%
11 12
13
14 15