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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
5.91%
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
Envestnet Asset Management
Illinois
$960M
2
LPL Financial
LPL Financial
California
$210M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$277M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$113M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$94M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.66B
2
PCIG
Partners Capital Investment Group
Massachusetts
$35.5M
3
Morgan Stanley
Morgan Stanley
New York
$156M
4
HMH
Hackensack Meridian Health
New Jersey
$0
5
CI
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
151
Ascent Group
Virginia
$2.42M +$2.42M +69,289 New
SL
152
SWMG LLC
Texas
$2.37M +$2.37M +67,981 New
MFS
153
Madrona Financial Services
Washington
$2.36M +$2.36M +67,618 New
BFPW
154
BOK Financial Private Wealth
Colorado
$2.35M – – –
WP
155
WealthShield Partners
North Carolina
$2.31M +$2.31M +66,245 New
OCBCO
156
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.28M -$236K -6,776 -9%
ASN
157
Advisory Services Network
Georgia
$2.25M +$2.09M +59,893 +1,296%
PAG
158
Private Advisor Group
New Jersey
$2.25M +$927K +26,577 +70%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$2.24M +$2.24M +64,137 New
AWM
160
Ameliora Wealth Management
Switzerland
$2.14M -$40.8K -1,173 -2%
SPC
161
Sigma Planning Corp
Michigan
$2.1M +$1.48M +42,427 +238%
MCM
162
MAI Capital Management
Ohio
$2.04M +$1.55M +44,562 +320%
PCA
163
Prosperity Capital Advisors
Ohio
$2.01M +$1.26M +36,146 +168%
SWM
164
SigFig Wealth Management
California
$1.99M +$1.99M +57,060 New
FFN
165
Focus Financial Network
Minnesota
$1.97M +$1.55M +45,970 +376%
WFO
166
Wealthgate Family Office
Colorado
$1.96M – – –
KWM
167
Keebeck Wealth Management
Illinois
$1.96M +$1.96M +56,115 New
FHA
168
First Horizon Advisors
Tennessee
$1.95M +$1.95M +55,844 New
SMA
169
Sage Mountain Advisors
Georgia
$1.86M – – –
GF
170
Gries Financial
Ohio
$1.85M +$1.85M +53,160 New
SSW
171
Stone Summit Wealth
Florida
$1.81M +$290K +8,324 +19%
AWM
172
Aspire Wealth Management
Massachusetts
$1.74M +$509K +14,594 +41%
TVM
173
True Vision MN
Minnesota
$1.74M +$1.74M +50,033 New
EIA
174
Eldridge Investment Advisors
New Hampshire
$1.73M +$1.73M +49,520 New
AWM
175
Axxcess Wealth Management
California
$1.71M +$1.71M +49,134 New
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