HEFA icon

iShares Currency Hedged MSCI EAFE ETF

460 hedge funds and large institutions have $6.44B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 139 increasing their positions, 187 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+52
Holders Change %
+12.75%
% of All Funds
6.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.28%
New
89
Increased
139
Reduced
187
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWC
126
Spectrum Wealth Counsel
Indiana
$3.51M +$3.51M +98,613 New
PFG
127
PAX Financial Group
Texas
$3.48M -$1.49M -41,979 -30%
BCI
128
Brinker Capital Investments
Pennsylvania
$3.47M -$1M -28,253 -22%
OPS
129
Orion Portfolio Solutions
Nebraska
$3.47M -$1M -28,253 -22%
KW
130
KWB Wealth
California
$3.45M -$52.8K -1,515 -2%
SHJ
131
Sharkey, Howes & Javer
Colorado
$3.45M +$3.19M +89,613 +1,221%
EH
132
Equitable Holdings
New York
$3.43M -$306K -8,617 -8%
OAP
133
One Advisory Partners
Kansas
$3.19M -$658K -18,499 -17%
IWM
134
IHT Wealth Management
Illinois
$3.19M -$12.4K -349 -0.4%
CPG
135
Cornerstone Planning Group
New Jersey
$3.16M +$28.6K +884 +0.9%
AWM
136
Apollon Wealth Management
South Carolina
$3.13M +$452K +12,708 +17%
SPC
137
Sigma Planning Corp
Michigan
$3.1M +$959K +26,970 +45%
PCA
138
Prosperity Capital Advisors
Ohio
$3.09M +$1.04M +29,220 +51%
WA
139
Wealth Alliance
New York
$3.02M -$1.01M -28,514 -25%
AG
140
Ascent Group
Virginia
$3M +$536K +15,085 +22%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$2.97M -$846K -23,808 -22%
PWM
142
Perigon Wealth Management
California
$2.91M -$144K -4,054 -5%
VWA
143
VERITY Wealth Advisors
United States
$2.87M -$996 -28 -0%
AWA
144
Aaron Wealth Advisors
Illinois
$2.83M -$12K -338 -0.4%
PWA
145
Physician Wealth Advisors
Utah
$2.82M -$1.55M -43,283 -35%
BRWA
146
B. Riley Wealth Advisors
Florida
$2.78M +$2.78M +78,153 New
FA
147
Financial Advisors
Massachusetts
$2.76M
KFSC
148
Keystone Financial Services (Colorado)
Colorado
$2.74M -$707K -19,881 -21%
MFS
149
Madrona Financial Services
Washington
$2.62M +$220K +6,199 +9%
TWM
150
TSA Wealth Management
Texas
$2.59M -$1.1M -30,895 -30%