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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 %
AssetMark Inc
176
AssetMark Inc
California
$1.71M +$1.61M +46,236 +1,658%
CAAS
177
Capital Asset Advisory Services
Michigan
$1.69M +$1.69M +49,080 New
GBT
178
Grove Bank & Trust
Florida
$1.66M – – –
VPP
179
Vertex Planning Partners
Illinois
$1.62M +$1.62M +46,555 New
SFS
180
Security Financial Services
Indiana
$1.59M +$1.59M +45,596 New
SWP
181
ShoreHaven Wealth Partners
New Jersey
$1.58M +$1.58M +45,231 New
LWM
182
Liberty Wealth Management
California
$1.54M +$1.54M +44,190 New
LA
183
LVW Advisors
New York
$1.48M -$420K -12,033 -22%
TWM
184
Tradition Wealth Management
Minnesota
$1.46M +$1.46M +41,723 New
FCM
185
Firestone Capital Management
Florida
$1.44M -$72.1K -2,068 -5%
MYIA
186
Mount Yale Investment Advisors
Colorado
$1.43M +$1.43M +41,117 New
SWM
187
Scissortail Wealth Management
Oklahoma
$1.43M +$1.43M +41,042 New
MFA
188
Mayflower Financial Advisors
Massachusetts
$1.43M +$1.43M +40,913 New
Baird Financial Group
189
Baird Financial Group
Wisconsin
$1.42M +$1.08M +31,047 +317%
CWM
190
Cornerstone Wealth Management
Missouri
$1.38M -$8.2K -235 -0.6%
DAS
191
Dynamic Advisor Solutions
Arizona
$1.37M -$18.5K -531 -1%
MLA
192
My Legacy Advisors
Oregon
$1.36M +$1.36M +38,964 New
TC
193
TownSquare Capital
Utah
$1.36M +$1.36M +38,861 New
HPM
194
Hoxton Planning & Management
West Virginia
$1.36M +$1.36M +38,858 New
OWMIAS
195
One Wealth Management Investment & Advisory Services
Florida
$1.33M +$1.33M +38,272 New
T
196
Tidemark
California
$1.3M +$1.3M +37,341 New
SVWG
197
Shared Vision Wealth Group
United States
$1.29M +$1.29M +36,841 New
LSAG
198
Lake Street Advisors Group
New Hampshire
$1.26M +$13.7K +394 +1%
BIA
199
Bigelow Investment Advisors
Maine
$1.26M +$554K +15,879 +79%
GWP
200
Gen-Wealth Partners
Michigan
$1.26M +$1.26M +36,061 New
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