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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 %
BWA
351
BCU Wealth Advisors
Illinois
$303K -$183K -5,144 -38%
PMG
352
ProVise Management Group
Florida
$296K +$56.5K +1,588 +24%
CICC
353
Capital Investment Counsel (Colorado)
Colorado
$294K +$12.3K +345 +4%
LWL
354
Leo Wealth LLC
Texas
$294K – – –
CIA
355
Compass Ion Advisors
Pennsylvania
$294K – – –
OAS
356
Optivise Advisory Services
Tennessee
$293K +$293K +8,251 New
EWA
357
EverSource Wealth Advisors
Alabama
$293K +$134K +3,808 +84%
GT
358
Glenview Trust
Kentucky
$289K -$17.8K -500 -6%
HWA
359
Heritage Wealth Advisors
Virginia
$288K – – –
CTA
360
Colonial Trust Advisors
South Carolina
$283K -$21.3K -600 -7%
OC
361
Oppenheimer & Co
New York
$282K +$282K +7,918 New
MWM
362
Modern Wealth Management
Kansas
$268K +$268K +7,542 New
FAM
363
Forte Asset Management
New York
$267K +$267K +7,500 New
D
364
Dentgroup
Louisiana
$266K -$105K -2,959 -28%
WIA
365
World Investment Advisors
California
$263K +$263K +7,405 New
CWA
366
Centennial Wealth Advisory
Michigan
$263K +$16.2K +456 +7%
NCFG
367
New Century Financial Group
New Jersey
$255K -$45.7K -1,286 -15%
CPIG
368
Chicago Partners Investment Group
Illinois
$254K – – –
CSB
369
City State Bank
Iowa
$245K – – –
SCM
370
Saxony Capital Management
Missouri
$243K +$243K +6,826 New
LWA
371
Lantern Wealth Advisors
New York
$241K +$241K +6,782 New
HKIMG
372
Hutchens & Kramer Investment Management Group
Indiana
$236K -$73.5K -2,061 -24%
SIS
373
Sound Income Strategies
Florida
$235K +$221K +6,219 +1,566%
APC
374
Aspire Private Capital
North Carolina
$221K -$79.6K -2,238 -26%
ACM
375
Absolute Capital Management
Pennsylvania
$213K -$116K -3,267 -35%
13 14
15
16 17