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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
5.92%
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
1
Envestnet Asset Management
Illinois
$960M
2
LPL Financial
2
LPL Financial
California
$210M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$277M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$113M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$94M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.66B
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$35.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$156M
4
HMH
4
Hackensack Meridian Health
New Jersey
$0
5
CI
5
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$15.7M +$3.82M +109,522 +32%
RJA
52
Raymond James & Associates
Florida
$15.2M +$2.13M +60,968 +16%
NA
53
NewEdge Advisors
Louisiana
$14.8M +$14.5M +416,467 +5,898%
FFA
54
Farther Finance Advisors
California
$12.8M -$537K -15,425 -4%
AWMS
55
Advocacy Wealth Management Services
Georgia
$12.7M +$12.7M +365,530 New
AWS
56
Atria Wealth Solutions
New York
$12.7M +$8.86M +253,940 +230%
AI
57
Atria Investments
North Carolina
$11.8M +$9.99M +286,413 +538%
KAH
58
Kathryn A. Hall
$10.6M +$2.15M +61,755 +25%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$10.5M +$425K +12,195 +4%
WMG
60
WESCAP Management Group
California
$10.5M +$27.8K +798 +0.3%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$10.3M +$233K +6,687 +2%
VFA
62
Valeo Financial Advisors
Indiana
$10.3M -$64.6K -1,875 -0.6%
APW
63
Austin Private Wealth
Texas
$10.1M +$10.1M +293,023 New
ECM
64
Exchange Capital Management
Michigan
$10.1M +$494K +14,175 +5%
Pathstone Holdings
65
Pathstone Holdings
New Jersey
$9.47M -$155K -4,448 -2%
CA
66
Cetera Advisors
Colorado
$9.24M +$8.4M +240,900 +1,000%
AWE
67
Avidian Wealth Enterprises
Texas
$8.58M +$1.05M +30,102 +14%
SB
68
Strategic Blueprint
Georgia
$8.25M +$2.84M +81,337 +52%
CW
69
CreativeOne Wealth
Kansas
$8.2M +$8.2M +235,010 New
CC
70
Cypress Capital
Tennessee
$8.12M -$296K -8,494 -4%
BF
71
BOK Financial
Oklahoma
$8.11M +$2.88M +82,637 +55%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$7.78M +$358K +10,252 +5%
SFO
73
Stokes Family Office
Louisiana
$7.32M +$7.32M +209,800 New
IWA
74
Icon Wealth Advisors
Texas
$7.27M +$7.27M +208,412 New
Mariner
75
Mariner
Kansas
$7M +$2.45M +70,165 +54%
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