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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 %
CWP
401
Concord Wealth Partners
Virginia
$2.86K +$1.57K +45 +122%
JFGIW
402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.71K +$1.71K +49 New
WWP
403
WR Wealth Planners
Missouri
$1.43K +$1.43K +41 New
CYG
404
Clean Yield Group
Vermont
$1.43K +$1.43K +41 New
CFD
405
Creative Financial Designs
Indiana
$1.19K +$1.19K +34 New
FRA
406
Front Row Advisors
California
$1.15K +$1.15K +33 New
CSC
407
Caldwell Sutter Capital
California
$558 – – –
NFSG
408
Newbridge Financial Services Group
Florida
$349 +$349 +10 New
CI
409
CX Institutional
Indiana
– -$19.1M -607,451 Closed
HMH
410
Hackensack Meridian Health
New Jersey
– -$30M -397,932 Closed
Jane Street
411
Jane Street
New York
– -$3.78M -119,856 Closed
MWM
412
Meridian Wealth Management
Kentucky
– -$3.16M -100,381 Closed
KA
413
Kovack Advisors
Florida
– -$1.92M -60,879 Closed
WA
414
Win Advisors
Florida
– -$1.62M -51,302 Closed
IC
415
Iconiq Capital
California
– -$885K -28,083 Closed
AL
416
Aspiriant LLC
California
– -$379K -12,033 Closed
BW
417
BIP Wealth
Georgia
– -$356K -11,300 Closed
TSS
418
Two Sigma Securities
New York
– -$345K -10,955 Closed
ACM
419
Advisors Capital Management
New Jersey
– -$300K -9,508 Closed
GI
420
Gradient Investments
Minnesota
– -$94.3K -2,992 Closed
GWM
421
Geneos Wealth Management
Colorado
– -$61.5K -1,953 Closed
SNB
422
Security National Bank
Nebraska
– -$48.9K -1,553 Closed
AWM
423
Able Wealth Management
New Jersey
– -$9.4K -298 Closed
KA
424
Kozak & Associates
Colorado
– -$2.5K -79 Closed
DJSG
425
D.J. St. Germain
Massachusetts
– -$1.61K -51 Closed
14 15 16
17
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