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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 %
SIM
76
Seaview Investment Managers
Florida
$6.97M +$2.63M +75,353 +61%
NL
77
NEPC LLC
Massachusetts
$6.93M – – –
Truist Financial
78
Truist Financial
North Carolina
$6.82M +$6.59M +188,884 +2,805%
I
79
INVST
Indiana
$6.53M +$6.53M +187,540 New
BlackRock
80
BlackRock
New York
$6.28M +$6.11M +175,235 +3,730%
KAS
81
Kestra Advisory Services
Texas
$6.08M +$2.42M +69,403 +66%
SA
82
Scarborough Advisors
Maryland
$6.02M +$6.02M +172,496 New
FTUS
83
Flow Traders U.S.
New York
$5.96M +$4.75M +136,313 +394%
SW
84
SteelPeak Wealth
California
$5.96M +$5.96M +170,879 New
SHIM
85
Stone House Investment Management
Pennsylvania
$5.83M +$5.83M +167,210 New
RA
86
RFG Advisory
Alabama
$5.7M -$4.17M -119,606 -42%
MFG
87
Merit Financial Group
Georgia
$5.68M +$5.68M +163,666 New
Prudential Financial
88
Prudential Financial
New Jersey
$5.64M +$5.64M +161,622 New
DFG
89
Demars Financial Group
Washington
$5.56M +$260K +7,448 +5%
BTI
90
Blue Trust Inc
Georgia
$5.49M +$5.44M +156,022 +12,492%
PFA
91
Pettinga Financial Advisors
Indiana
$5.48M +$5.48M +156,996 New
IFS
92
Ifrah Financial Services
Arkansas
$5.41M +$118K +3,385 +2%
HGWM
93
Horst & Graben Wealth Management
Oregon
$5.37M +$5.37M +154,083 New
CFGS
94
Concourse Financial Group Securities
Alabama
$5.33M +$3.39M +97,271 +175%
Renaissance Technologies
95
Renaissance Technologies
New York
$5.24M +$1.66M +47,600 +46%
Cerity Partners
96
Cerity Partners
New York
$5.12M +$4.69M +136,727 +1,092%
CIAS
97
CFS Investment Advisory Services
New Jersey
$5.11M +$5.11M +146,460 New
IWC
98
Integrated Wealth Concepts
Massachusetts
$4.89M +$3.21M +92,094 +191%
PFG
99
PAX Financial Group
Texas
$4.88M +$3.73M +107,006 +325%
GRP
100
Global Retirement Partners
California
$4.87M +$1.19M +34,190 +32%
2 3
4
5 6