HEFA icon

iShares Currency Hedged MSCI EAFE ETF

220 hedge funds and large institutions have $3.29B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
3.47%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
28
Increased
77
Reduced
68
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FC
126
Forte Capital
New York
$598K
EH
127
Equitable Holdings
New York
$588K -$15.8K -509 -3%
PAMG
128
Patton Albertson Miller Group
Tennessee
$573K -$162K -5,240 -22%
FA
129
Flagstar Advisors
New York
$566K +$17.2K +555 +3%
RBFC
130
Roman Butler Fullerton & Co
Missouri
$558K +$28.2K +929 +5%
FAM
131
Family Asset Management
South Carolina
$556K -$708K -22,845 -56%
FCBT
132
First Citizens Bank & Trust
North Carolina
$556K -$9.3K -300 -2%
SAM
133
Summit Asset Management
Tennessee
$551K
FHC
134
First Heartland Consultants
Missouri
$542K -$186K -5,985 -25%
CWM
135
Cranbrook Wealth Management
Michigan
$532K
HL
136
HeadInvest LLC
Maine
$516K
E
137
ETFidea
New York
$501K
AFAS
138
Acorn Financial Advisory Services
Virginia
$469K +$18.3K +590 +4%
LA
139
LexAurum Advisors
Kansas
$462K +$235K +7,573 +103%
CCA
140
Clearwater Capital Advisors
Illinois
$459K -$8.99K -290 -2%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$450K -$209K -6,756 -32%
CAL
142
Capital Advisors Ltd
Ohio
$423K
EIA
143
Eldridge Investment Advisors
New Hampshire
$403K +$403K +12,999 New
MAS
144
Madden Advisory Services
Florida
$400K
SF
145
Synovus Financial
Georgia
$394K
WT
146
Whittier Trust
California
$386K -$29.9K -965 -7%
AL
147
Aspiriant LLC
California
$373K
AWS
148
AJ Wealth Strategies
New York
$365K -$45.2K -1,459 -11%
CFP
149
Cypress Financial Planning
New Jersey
$358K -$5.26K -173 -1%
CTA
150
Colonial Trust Advisors
South Carolina
$356K