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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 %
GVAG
101
Great Valley Advisor Group
Delaware
$4.77M +$763K +21,860 +19%
WWM
102
WT Wealth Management
Arizona
$4.72M +$182K +5,215 +4%
TW
103
TritonPoint Wealth
Maryland
$4.4M +$37K +1,185 +0.8%
OPS
104
Orion Portfolio Solutions
Nebraska
$4.39M +$4.39M +125,835 New
BCI
105
Brinker Capital Investments
Pennsylvania
$4.39M +$4.39M +125,835 New
TW
106
Traveka Wealth
California
$4.31M +$847K +24,274 +24%
TPWA
107
TRUE Private Wealth Advisors
Oregon
$4.26M +$1.41M +40,340 +49%
KFS
108
Kelly Financial Services
Massachusetts
$4.16M +$4.16M +119,333 New
PWA
109
Physician Wealth Advisors
Utah
$4.14M +$4.14M +122,048 New
OWA
110
One Wealth Advisors
California
$4.08M +$4.08M +116,993 New
DC
111
Darrow Company
Massachusetts
$4.03M +$4.03M +115,560 New
WA
112
Wealth Alliance
New York
$3.96M +$3.96M +113,542 New
HCM
113
Highview Capital Management
Illinois
$3.93M +$37.4K +1,072 +1%
CIA
114
Concurrent Investment Advisors
Florida
$3.93M +$446K +12,795 +13%
William Blair & Company
115
William Blair & Company
Illinois
$3.92M -$541K -15,507 -12%
TAM
116
Titleist Asset Management
Texas
$3.87M +$168K +4,814 +5%
HighTower Advisors
117
HighTower Advisors
Illinois
$3.85M +$1.24M +35,700 +48%
HFA
118
High Falls Advisors
New York
$3.84M +$3.84M +110,014 New
SXL
119
Summit X LLC
Missouri
$3.8M +$3.8M +108,896 New
OAP
120
One Advisory Partners
Kansas
$3.77M +$3.77M +108,132 New
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$3.75M +$3.2M +91,621 +582%
Citigroup
122
Citigroup
New York
$3.68M -$482K -13,824 -12%
EH
123
Equitable Holdings
New York
$3.67M +$3.29M +94,229 +860%
TWM
124
TSA Wealth Management
Texas
$3.62M +$3.62M +103,770 New
KW
125
KWB Wealth
California
$3.5M +$3.5M +100,470 New
3 4
5
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