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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 %
JWA
451
JFS Wealth Advisors
Pennsylvania
$2.95K +$2.95K +83 New
ANBT
452
American National Bank & Trust
Texas
$2.2K +$2.2K +62 New
FGAM
453
Financial Gravity Asset Management
Texas
$2.03K +$2.03K +57 New
OWA
454
Opal Wealth Advisors
New York
$1.96K +$1.96K +55 New
CWP
455
Concord Wealth Partners
Virginia
$1.17K -$1.74K -49 -60%
FRA
456
Front Row Advisors
California
$1.17K – – –
FIA
457
FPC Investment Advisory
California
$813 +$813 +23 New
CA
458
Crewe Advisors
Utah
$712 +$712 +20 New
FHC
459
First Heartland Consultants
Missouri
$692 -$73 -2,063 -10%
DJSG
460
D.J. St. Germain
Massachusetts
$604 +$604 +17 New
CSC
461
Caldwell Sutter Capital
California
$569 – – –
SAG
462
SageView Advisory Group
California
– -$47.4M -2,003,402 Closed
LNC
463
Lincoln National Corp
Pennsylvania
– -$30.5M -873,843 Closed
FTUS
464
Flow Traders U.S.
New York
– -$5.96M -170,953 Closed
Renaissance Technologies
465
Renaissance Technologies
New York
– -$5.24M -150,300 Closed
KFGK
466
Keystone Financial Group (Kentucky)
Kentucky
– -$2.81M -80,449 Closed
MAV
467
Mason & Associates (Virginia)
Virginia
– -$2.53M -72,408 Closed
EIA
468
Eldridge Investment Advisors
New Hampshire
– -$1.73M -49,520 Closed
SFS
469
Security Financial Services
Indiana
– -$1.59M -45,596 Closed
LSAG
470
Lake Street Advisors Group
New Hampshire
– -$1.26M -36,189 Closed
BAM
471
Belpointe Asset Management
Nevada
– -$1.05M -30,219 Closed
SIAS
472
Summit Investment Advisory Services
Minnesota
– -$878K -25,171 Closed
OMC
473
Old Mission Capital
Illinois
– -$867K -24,869 Closed
SAW
474
Signal Advisors Wealth
Michigan
– -$816K -23,386 Closed
NL
475
NWAM LLC
Washington
– -$601K -17,100 Closed
16 17 18
19
20