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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 %
RCM
426
Richardson Capital Management
Wisconsin
$32.1K +$28.8K +811 +891%
BSB
427
Bangor Savings Bank
Maine
$30.9K – – –
CIA
428
Cape Investment Advisory
Georgia
$30.5K -$15.3K -429 -33%
Bessemer Group
429
Bessemer Group
New Jersey
$30K – – –
AW
430
Avion Wealth
Texas
$29K +$29K +840 New
NP
431
NorthRock Partners
Minnesota
$22.9K -$1.71K -48 -7%
GJIA
432
Glass Jacobson Investment Advisors
Maryland
$18.1K +$8.82K +248 +95%
PAG
433
Paladin Advisory Group
Iowa
$15.5K +$15.5K +435 New
SWM
434
Sugarloaf Wealth Management
Georgia
$14.6K -$676 -19 -4%
CB
435
Chris Bulman
California
$13.7K +$13.7K +385 New
BWL
436
Bogart Wealth LLC
Virginia
$12K – – –
TF
437
Tompkins Financial
New York
$11.6K +$11.6K +325 New
S
438
SignatureFD
Georgia
$11.4K +$1.35K +38 +13%
GWSG
439
GPS Wealth Strategies Group
Colorado
$10.7K +$3.56K +100 +50%
HNB
440
Huntington National Bank
Ohio
$9.64K – – –
PCM
441
Penserra Capital Management
California
$8K – – –
Kayne Anderson Rudnick Investment Management
442
Kayne Anderson Rudnick Investment Management
California
$6.65K – – –
IRC
443
Investors Research Corp
Georgia
$6.04K – – –
ST
444
Smithfield Trust
Pennsylvania
$6K +$6K +176 New
HIA
445
Harbor Investment Advisory
Maryland
$5.9K – – –
GWM
446
Geneos Wealth Management
Colorado
$5.44K +$5.44K +153 New
VWWMG
447
Vermillion & White Wealth Management Group
Pennsylvania
$5.05K +$5.05K +142 New
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
$4.2K +$4.2K +118 New
Bank of Montreal
449
Bank of Montreal
Ontario, Canada
$3.46K +$3.46K +97 New
SFC
450
Strategic Financial Concepts
Texas
$3.03K +$3.03K +105,691 New
16 17
18
19 20