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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 %
DT
326
Diversified Trust
Tennessee
$391K – – –
WP
327
WealthPLAN Partners
Nebraska
$391K -$277K -7,792 -41%
USCWA
328
U.S. Capital Wealth Advisors
Texas
$387K -$75.8K -2,131 -16%
PAMG
329
Patton Albertson Miller Group
Tennessee
$379K -$72.9K -2,050 -16%
FW
330
FullCircle Wealth
Texas
$376K +$376K +10,840 New
CCWA
331
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$371K +$12.3K +347 +3%
IAS
332
Insigneo Advisory Services
Florida
$365K +$12K +370 +3%
LSA
333
Lion Street Advisors
Texas
$360K +$43.8K +1,232 +14%
LPAM
334
Lodestar Private Asset Management
California
$359K +$5.33K +150 +2%
ONB
335
Old National Bancorp
Indiana
$354K +$354K +9,954 New
WFA
336
Wells Financial Advisors
Massachusetts
$350K +$350K +9,839 New
MWM
337
Mission Wealth Management
California
$348K – – –
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$345K -$53.4K -1,501 -13%
MWS
339
Maxwell Wealth Strategies
California
$344K -$321K -9,024 -48%
WAL
340
W Advisors LLC
Tennessee
$340K -$11K -308 -3%
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$339K -$34.9K -987 -9%
CCFM
342
Clear Creek Financial Management
Washington
$333K -$221K -6,209 -40%
GT
343
Glenmede Trust
Pennsylvania
$330K -$889 -25 -0.3%
CFP
344
Cypress Financial Planning
New Jersey
$328K -$1.21K -34 -0.4%
MOS
345
MGO One Seven
Ohio
$328K -$38K -1,069 -10%
HCMT
346
Highland Capital Management (Tennessee)
Tennessee
$325K – – –
SFG
347
Sovereign Financial Group
Connecticut
$319K -$55.4K -1,558 -15%
WWM
348
Western Wealth Management
Colorado
$313K +$17.1K +481 +6%
SPI
349
Sutton Place Investors
New York
$308K -$130K -3,653 -30%
RCM
350
Raleigh Capital Management
North Carolina
$303K -$183K -5,144 -38%
12 13
14
15 16