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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 %
BHWM
176
Bay Harbor Wealth Management
Maryland
$1.81M -$820K -23,054 -31%
T
177
TNF
Montana
$1.8M +$1.8M +51,810 New
BWM
178
BCGM Wealth Management
Indiana
$1.73M +$1.73M +48,586 New
AWM
179
Aspire Wealth Management
Massachusetts
$1.72M -$47.9K -1,348 -3%
VHAM
180
Van Hulzen Asset Management
California
$1.71M +$1.71M +48,121 New
GBT
181
Grove Bank & Trust
Florida
$1.69M – – –
BIA
182
Bigelow Investment Advisors
Maine
$1.65M +$363K +10,210 +28%
Tudor Investment Corp
183
Tudor Investment Corp
Connecticut
$1.64M +$1.64M +46,096 New
T
184
Tidemark
California
$1.61M +$286K +8,036 +22%
SL
185
SWMG LLC
Texas
$1.61M -$811K -22,815 -34%
AWG
186
Altus Wealth Group
Colorado
$1.6M +$1.6M +44,896 New
FHA
187
First Horizon Advisors
Tennessee
$1.54M -$448K -12,598 -23%
FLA
188
Financial Life Advisors
Texas
$1.53M +$1.53M +43,027 New
FFN
189
Focus Financial Network
Minnesota
$1.52M -$534K -15,101 -26%
SWM
190
Scissortail Wealth Management
Oklahoma
$1.46M +$5.12K +144 +0.4%
FCM
191
Firestone Capital Management
Florida
$1.45M -$17.1K -480 -1%
WA
192
Waverly Advisors
Alabama
$1.44M +$1.44M +40,602 New
CWM
193
Cornerstone Wealth Management
Missouri
$1.42M +$18.8K +528 +1%
MW
194
Maia Wealth
Colorado
$1.39M +$1.39M +39,036 New
BBA
195
Braun-Bostich & Associates
Pennsylvania
$1.38M +$709K +19,943 +105%
CAM
196
Cobblestone Asset Management
Virginia
$1.37M -$1.22M -34,344 -47%
DAS
197
Dynamic Advisor Solutions
Arizona
$1.37M -$27.7K -780 -2%
EFG
198
Ehrlich Financial Group
California
$1.35M +$709K +19,944 +111%
KWM
199
Keebeck Wealth Management
Illinois
$1.33M -$660K -18,571 -33%
WWA
200
WCG Wealth Advisors
Nevada
$1.33M +$1.33M +37,400 New
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