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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 %
FDCDDQ
351
Federation des caisses Desjardins du Quebec
Quebec, Canada
$163K – – –
EWA
352
EverSource Wealth Advisors
Alabama
$156K +$156K +4,523 New
EWA
353
EP Wealth Advisors
California
$137K – – –
Jones Financial Companies
354
Jones Financial Companies
Missouri
$133K +$133K +3,819 New
FCA
355
FinTrust Capital Advisors
South Carolina
$132K +$132K +3,780 New
PPC
356
Park Place Capital
Alabama
$129K +$11.7K +336 +10%
GM
357
GeoWealth Management
Illinois
$128K +$128K +3,672 New
MG
358
Mather Group
Illinois
$125K +$125K +3,982 New
ACA
359
Aptus Capital Advisors
Alabama
$124K +$124K +3,548 New
WT
360
Whittier Trust
California
$121K – – –
NRC
361
New Republic Capital
North Carolina
$118K +$118K +3,371 New
PA
362
Parallel Advisors
California
$114K +$26.8K +768 +31%
LFA
363
LGT Financial Advisors
Texas
$111K +$111K +3,184 New
BBHC
364
Brown Brothers Harriman & Co
New York
$110K – – –
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$105K +$105K +3,003 New
FFA
366
Founders Financial Alliance
North Carolina
$97.3K +$42.2K +1,211 +77%
CT
367
Colonial Trust
South Carolina
$92.8K -$166K -4,768 -64%
IA
368
IFP Advisors
Florida
$90K -$4.33K -124 -5%
PFBT
369
Parkside Financial Bank & Trust
Missouri
$89.3K +$69.8K +2,000 +358%
IGWM
370
ICA Group Wealth Management
Colorado
$76.4K +$76.4K +2,191 New
RFG
371
REAP Financial Group
Texas
$71.5K +$71.5K +2,051 New
CA
372
Continuum Advisory
Idaho
$65.7K +$65.7K +1,856 New
GFPC
373
Global Financial Private Client
Florida
$57.7K +$57.7K +1,657 New
AWM
374
Avior Wealth Management
Nebraska
$48.5K – – –
TRCT
375
Tower Research Capital (TRC)
New York
$45.7K +$26.6K +762 +139%
13 14
15
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