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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 %
IWC
101
Integrated Wealth Concepts
Massachusetts
$1.52M -$66.2K -2,102 -4%
GBT
102
Grove Bank & Trust
Florida
$1.5M – – –
LWA
103
LWS Wealth Advisors
New Jersey
$1.43M +$12.1K +383 +0.8%
SSW
104
Stone Summit Wealth
Florida
$1.37M +$198K +6,283 +17%
FCM
105
Firestone Capital Management
Florida
$1.37M -$57.4K -1,823 -4%
NL
106
NWAM LLC
Washington
$1.28M +$87K +2,762 +7%
CWM
107
Cornerstone Wealth Management
Missouri
$1.25M +$29.6K +940 +2%
DAS
108
Dynamic Advisor Solutions
Arizona
$1.25M +$1.25M +39,756 New
PFS
109
Prospera Financial Services
Texas
$1.24M +$1.24M +39,451 New
PAG
110
Private Advisor Group
New Jersey
$1.19M +$103K +3,277 +9%
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$1.17M -$46.2K -1,466 -4%
EAM
112
Empirical Asset Management
Massachusetts
$1.13M -$26.7K -848 -2%
LSAG
113
Lake Street Advisors Group
New Hampshire
$1.13M +$441 +14 +0%
AWM
114
Aspire Wealth Management
Massachusetts
$1.11M +$29.1K +925 +3%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$1.09M +$653K +20,732 +149%
FTUS
116
Flow Traders U.S.
New York
$1.09M +$1.09M +34,640 New
BFS
117
Burkett Financial Services
South Carolina
$1.08M +$1.08M +34,123 New
PFG
118
PAX Financial Group
Texas
$1.07M -$8.89K -274 -0.8%
KPWS
119
Kestra Private Wealth Services
Texas
$1.03M +$1.03M +32,716 New
SFA
120
Sequoia Financial Advisors
Ohio
$1M +$360K +11,428 +56%
DCM
121
Dimension Capital Management
Florida
$989K -$80.5K -2,554 -8%
TWM
122
Trinity Wealth Management
Pennsylvania
$970K +$67.5K +2,141 +7%
MWM
123
Maltin Wealth Management
New Jersey
$965K +$2.55K +81 +0.3%
LA
124
LexAurum Advisors
Kansas
$957K +$147K +4,660 +18%
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$938K -$76.6K -2,431 -8%
3 4
5
6 7