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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 %
LWL
326
Leo Wealth LLC
Texas
$288K – – –
HWA
327
Heritage Wealth Advisors
Virginia
$283K – – –
LSA
328
Lion Street Advisors
Texas
$281K – – –
CICC
329
Capital Investment Counsel (Colorado)
Colorado
$277K +$44.5K +1,275 +19%
SP
330
Stonebrook Private
Michigan
$277K +$277K +7,931 New
CBFP
331
Cedar Brook Financial Partners
Ohio
$273K +$16.7K +479 +7%
FT
332
Fiduciary Trust
Massachusetts
$259K – – –
SHJ
333
Sharkey, Howes & Javer
Colorado
$256K +$256K +7,339 New
CPIG
334
Chicago Partners Investment Group
Illinois
$251K – – –
BFA
335
Beacon Financial Advisory
Ohio
$251K +$251K +7,191 New
CWA
336
Centennial Wealth Advisory
Michigan
$242K -$19.5K -560 -7%
CSB
337
City State Bank
Iowa
$241K -$3.49K -100 -1%
PMG
338
ProVise Management Group
Florida
$235K +$11.6K +333 +5%
KV
339
Kickstand Ventures
New York
$230K +$230K +6,606 New
Qube Research & Technologies (QRT)
340
Qube Research & Technologies (QRT)
United Kingdom
$222K +$73.9K +2,119 +50%
SFA
341
Semmax Financial Advisors
North Carolina
$219K +$219K +6,161 New
CA
342
CoreCap Advisors
Michigan
$214K +$214K +6,129 New
FAM
343
Family Asset Management
South Carolina
$207K – – –
WPC
344
White Pine Capital
Minnesota
$205K +$205K +5,964 New
PIA
345
Perennial Investment Advisors
California
$202K +$202K +5,796 New
MLL
346
Moody Lynn & Lieberson
Massachusetts
$201K +$201K +5,750 New
PTC
347
Private Trust Company
Ohio
$189K +$169K +4,844 +853%
TIM
348
Tortoise Investment Management
New York
$166K – – –
WIA
349
Wetzel Investment Advisors
Indiana
$165K -$10.2K -302 -6%
OLVIG
350
Oliver Lagore Vanvalin Investment Group
Michigan
$163K +$163K +4,683 New
12 13
14
15 16