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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

260 hedge funds and large institutions have $3.87B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 19 closing their positions.

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.81%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
50
Increased
85
Reduced
81
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.7B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$120M
3
Morgan Stanley
3
Morgan Stanley
New York
$171M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$22.5M
5
CI
5
CX Institutional
Indiana
$19.1M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$147M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$192M
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$91.4M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$0
5
WA
5
Win Advisors
Florida
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
76
Renaissance Technologies
New York
$3.24M +$2.44M +77,300 +304%
MWM
77
Meridian Wealth Management
Kentucky
$3.16M +$3.16M +100,381 New
CIA
78
Concurrent Investment Advisors
Florida
$3.14M +$3.14M +99,795 New
MML Investors Services
79
MML Investors Services
Massachusetts
$3.14M +$188K +5,968 +6%
TW
80
Traveka Wealth
California
$3.13M +$3.13M +99,240 New
FAG
81
Financial Advisory Group
Texas
$3.08M -$286K -9,091 -9%
CPG
82
Cornerstone Planning Group
New Jersey
$2.86M +$438K +13,899 +18%
VWA
83
VERITY Wealth Advisors
United States
$2.81M – – –
AWA
84
Aaron Wealth Advisors
Illinois
$2.61M -$599 -19 -0%
TPWA
85
TRUE Private Wealth Advisors
Oregon
$2.57M -$864K -27,432 -25%
FA
86
Financial Advisors
Massachusetts
$2.44M – – –
HighTower Advisors
87
HighTower Advisors
Illinois
$2.36M -$645K -20,466 -21%
OCBCO
88
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.27M – – –
PIAS
89
PCA Investment Advisory Services
Ohio
$2.27M +$166K +5,267 +8%
BFPW
90
BOK Financial Private Wealth
Colorado
$2.12M -$79.4K -2,520 -4%
AF
91
Advisornet Financial
Minnesota
$2.08M +$281K +8,914 +16%
Comerica Bank
92
Comerica Bank
Texas
$2.06M +$989K +31,392 +92%
AWM
93
Ameliora Wealth Management
Switzerland
$1.97M +$191K +6,062 +11%
KA
94
Kovack Advisors
Florida
$1.92M -$22.1K -702 -1%
WFO
95
Wealthgate Family Office
Colorado
$1.77M – – –
CFGS
96
Concourse Financial Group Securities
Alabama
$1.75M -$95.1K -3,019 -5%
LA
97
LVW Advisors
New York
$1.71M -$82.8K -2,628 -5%
SMA
98
Sage Mountain Advisors
Georgia
$1.68M +$143K +4,523 +9%
AI
99
Atria Investments
North Carolina
$1.68M +$1.68M +53,218 New
WA
100
Win Advisors
Florida
$1.62M -$14M -445,700 -90%
2 3
4
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