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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
$960M
2
LPL Financial
LPL Financial
California
$210M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$277M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$113M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$94M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.66B
2
PCIG
Partners Capital Investment Group
Massachusetts
$35.5M
3
Morgan Stanley
Morgan Stanley
New York
$156M
4
HMH
Hackensack Meridian Health
New Jersey
$0
5
CI
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
376
Cape Investment Advisory
Georgia
$44.9K +$44.9K +1,286 New
BIA
377
Bell Investment Advisors
California
$44.4K +$13.8K +396 +45%
NS
378
NBC Securities
Alabama
$44K – – –
SSB
379
Sandy Spring Bank
Maryland
$43.3K -$8.86K -254 -17%
BNP Paribas Financial Markets
380
BNP Paribas Financial Markets
France
$39.9K +$24.6K +704 +160%
TAM
381
Tucker Asset Management
Colorado
$34.9K +$34.9K +1,001 New
AF
382
Allworth Financial
California
$32.3K -$1.92K -55 -6%
BHWM
383
Beaird Harris Wealth Management
Texas
$32.2K – – –
GJWM
384
Gilliland Jeter Wealth Management
Arkansas
$30.8K +$30.8K +883 New
BSB
385
Bangor Savings Bank
Maine
$30.3K – – –
Bessemer Group
386
Bessemer Group
New Jersey
$30K – – –
SFC
387
SYM Financial Corp
Indiana
$25.4K +$25.4K +727 New
NP
388
NorthRock Partners
Minnesota
$24.1K +$1.67K +48 +7%
SWM
389
Sugarloaf Wealth Management
Georgia
$15K +$15K +430 New
SIS
390
Sound Income Strategies
Florida
$13.8K +$13.8K +397 New
BWL
391
Bogart Wealth LLC
Virginia
$11.8K – – –
S
392
SignatureFD
Georgia
$9.91K +$5.02K +144 +103%
GJIA
393
Glass Jacobson Investment Advisors
Maryland
$9.07K +$9.07K +260 New
BFEC
394
Benjamin F. Edwards & Company
Missouri
$7K +$7K +195 New
PCM
395
Penserra Capital Management
California
$7K +$7K +225 New
GWSG
396
GPS Wealth Strategies Group
Colorado
$6.98K – – –
Kayne Anderson Rudnick Investment Management
397
Kayne Anderson Rudnick Investment Management
California
$6.52K +$6.52K +187 New
IRC
398
Investors Research Corp
Georgia
$5.93K – – –
HIA
399
Harbor Investment Advisory
Maryland
$5.79K +$5.79K +166 New
RCM
400
Richardson Capital Management
Wisconsin
$3.17K +$3.17K +91 New
14 15
16
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