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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.

New
Increased
Maintained
Reduced
Closed
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
Goldman Sachs
New York
$1.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$120M
3
Morgan Stanley
Morgan Stanley
New York
$171M
4
PCIA
Prime Capital Investment Advisors
Kansas
$22.5M
5
CI
CX Institutional
Indiana
$19.1M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$147M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$192M
3
PCIG
Partners Capital Investment Group
Massachusetts
$91.4M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$0
5
WA
Win Advisors
Florida
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
151
Ashton Thomas Private Wealth
Arizona
$579K +$27.9K +885 +5%
PWM
152
Perigon Wealth Management
California
$567K +$72.4K +2,297 +15%
SPC
153
Sigma Planning Corp
Michigan
$563K -$801K -25,416 -59%
CWM
154
Cranbrook Wealth Management
Michigan
$541K – – –
AFO
155
Allie Family Office
Florida
$517K +$517K +16,410 New
E
156
ETFidea
New York
$509K – – –
FHC
157
First Heartland Consultants
Missouri
$506K -$3.81K -121 -0.7%
HL
158
HeadInvest LLC
Maine
$497K -$37.8K -1,200 -7%
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$496K -$2.28M -72,465 -82%
AFAS
160
Acorn Financial Advisory Services
Virginia
$484K +$2.58K +82 +0.5%
PAMG
161
Patton Albertson Miller Group
Tennessee
$482K -$52.9K -1,680 -10%
CCA
162
Clearwater Capital Advisors
Illinois
$461K – – –
Citadel Advisors
163
Citadel Advisors
Florida
$444K +$444K +14,099 New
FAT
164
First American Trust
California
$440K +$440K +13,964 New
MCM
165
MAI Capital Management
Ohio
$439K +$29.6K +939 +7%
PS
166
Principal Securities
Iowa
$410K +$410K +13,022 New
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$410K +$97.8K +3,104 +31%
CAL
168
Capital Advisors Ltd
Ohio
$408K -$21.8K -692 -5%
SF
169
Synovus Financial
Georgia
$400K – – –
Cerity Partners
170
Cerity Partners
New York
$395K +$16.3K +516 +4%
FFN
171
Focus Financial Network
Minnesota
$388K +$388K +12,213 New
MA
172
Mutual Advisors
Nebraska
$385K +$70.7K +2,244 +22%
AL
173
Aspiriant LLC
California
$379K – – –
BW
174
BIP Wealth
Georgia
$356K – – –
EH
175
Equitable Holdings
New York
$345K -$7.37K -234 -2%
5 6
7
8 9