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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

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
–

Top Buyers

1
PCIG
Partners Capital Investment Group
Massachusetts
$128M
2
LA
LVW Advisors
New York
$52.6M
3
PCIA
Prime Capital Investment Advisors
Kansas
$66M
4
Comerica Bank
Comerica Bank
Texas
$46.4M
5
Goldman Sachs
Goldman Sachs
New York
$1.73B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$729M
2
SAG
SageView Advisory Group
California
$0
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$77.5M
4
LPL Financial
LPL Financial
California
$179M
5
LNC
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
151
Stonebrook Private
Michigan
$2.52M +$2.23M +62,833 +792%
SXL
152
Summit X LLC
Missouri
$2.51M -$1.37M -38,394 -35%
OWA
153
One Wealth Advisors
California
$2.48M -$1.44M -43,039 -37%
CWS
154
Cypress Wealth Services
California
$2.39M -$598K -16,826 -20%
BFPW
155
BOK Financial Private Wealth
Colorado
$2.36M -$31.7K -891 -1%
OCBCO
156
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.28M -$48.2K -1,356 -2%
GF
157
Gries Financial
Ohio
$2.2M +$307K +8,631 +16%
WPW
158
Watershed Private Wealth
Illinois
$2.12M -$762K -21,438 -26%
BBWP
159
Beacon Bridge Wealth Partners
Pennsylvania
$2.08M +$2.08M +58,427 New
BCM
160
Brookstone Capital Management
Illinois
$2M -$983K -27,803 -33%
WFO
161
Wealthgate Family Office
Colorado
$2M – – –
AA
162
Ancora Advisors
Ohio
$2M +$2M +56,166 New
SPIA
163
Steward Partners Investment Advisory
New York
$1.98M -$970K -27,289 -33%
MCM
164
MAI Capital Management
Ohio
$1.98M -$95.4K -2,683 -5%
ASN
165
Advisory Services Network
Georgia
$1.95M -$339K -9,531 -15%
WP
166
WealthShield Partners
North Carolina
$1.95M -$403K -11,346 -17%
AR
167
Apeiron RIA
Texas
$1.95M +$689K +19,365 +55%
CAAS
168
Capital Asset Advisory Services
Michigan
$1.94M +$210K +5,954 +12%
TF
169
Trek Financial
Arizona
$1.94M -$1.21M -34,042 -38%
SCA
170
Snowden Capital Advisors
New York
$1.94M +$1.94M +54,431 New
SWP
171
ShoreHaven Wealth Partners
New Jersey
$1.93M +$317K +8,922 +20%
SSW
172
Stone Summit Wealth
Florida
$1.92M +$76.2K +2,143 +4%
AWM
173
Axxcess Wealth Management
California
$1.91M +$164K +4,612 +9%
SL
174
Sentinus LLC
Illinois
$1.86M -$893K -25,126 -32%
MGWM
175
Marks Group Wealth Management
Minnesota
$1.86M +$1.86M +52,193 New
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