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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 %
JPG
26
Jordan Park Group
California
$37.6M -$4.52M -129,562 -11%
PCIG
27
Partners Capital Investment Group
Massachusetts
$35.5M -$65.7M -1,882,737 -65%
SWM
28
Spire Wealth Management
Virginia
$31.8M +$7.44M +36,057 +31%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$30.8M +$315K +9,039 +1%
LNC
30
Lincoln National Corp
Pennsylvania
$30.5M +$2.38M +68,149 +8%
OIA
31
OneDigital Investment Advisors
Kansas
$29.3M +$29.1M +833,615 +10,833%
BF
32
Blankinship & Foster
California
$27.6M +$2.02M +57,810 +8%
SC
33
Schoolcraft Capital
Colorado
$27M -$188K -5,389 -0.7%
Northern Trust
34
Northern Trust
Illinois
$26.3M +$3.89M +111,622 +17%
JC
35
JB Capital
Connecticut
$25.6M +$25.6M +733,302 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$24.6M +$1.08M +31,053 +5%
AWM
37
AE Wealth Management
Kansas
$21.8M +$2.56M +73,491 +13%
PCIA
38
Prime Capital Investment Advisors
Kansas
$20.7M -$4.17M -119,429 -17%
CAG
39
Csenge Advisory Group
Florida
$20.6M +$1.62M +46,560 +9%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$20.3M +$4.44M +127,288 +28%
UBS Group
41
UBS Group
Switzerland
$20.2M +$5.04M +144,467 +33%
CAN
42
Cetera Advisor Networks
California
$19.4M +$10M +286,732 +107%
AWC
43
Adamsbrown Wealth Consultants
Kansas
$19.2M -$9.01M -258,336 -32%
CA
44
Crumly & Associates
Illinois
$18.6M +$4.72M +135,408 +34%
OAM
45
Oppenheimer Asset Management
New York
$18.5M -$1.82M -52,174 -9%
Osaic Holdings
46
Osaic Holdings
Arizona
$17.4M +$3.62M +103,714 +26%
Stifel Financial
47
Stifel Financial
Missouri
$17.2M +$13.4M +384,989 +355%
VCM
48
Verde Capital Management
Michigan
$16.9M +$1.35M +38,764 +9%
AAS
49
Avantax Advisory Services
Texas
$16.4M +$4.81M +138,041 +42%
FIA
50
Foundations Investment Advisors
Arizona
$16.2M +$15.9M +456,483 +6,845%
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