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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 %
SWA
201
Stratos Wealth Advisors
Ohio
$1.26M +$1.26M +36,012 New
AR
202
Apeiron RIA
Texas
$1.24M +$1.24M +35,457 New
EAM
203
Empirical Asset Management
Massachusetts
$1.23M -$18.4K -528 -1%
MWM
204
Maltin Wealth Management
New Jersey
$1.23M +$160K +4,599 +15%
SW
205
Simplicity Wealth
New Jersey
$1.22M +$1.22M +34,873 New
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$1.21M -$1.4K -40 -0.1%
DCM
207
Dimension Capital Management
Florida
$1.2M +$103K +2,954 +9%
BFS
208
Burkett Financial Services
South Carolina
$1.12M -$68.4K -1,961 -6%
Creative Planning
209
Creative Planning
Kansas
$1.11M +$745K +21,363 +202%
TWM
210
Trinity Wealth Management
Pennsylvania
$1.11M +$38.5K +1,104 +4%
KPWS
211
Kestra Private Wealth Services
Texas
$1.11M -$31.5K -904 -3%
LF
212
Lantz Financial
Illinois
$1.1M +$1.1M +31,538 New
LA
213
LexAurum Advisors
Kansas
$1.09M +$33.3K +955 +3%
DAM
214
Derbend Asset Management
Georgia
$1.07M +$1.07M +30,561 New
BWM
215
BlackDiamond Wealth Management
New York
$1.06M +$1.06M +30,520 New
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$1.06M +$851 +24 +0.1%
BAM
217
Belpointe Asset Management
Nevada
$1.05M +$1.05M +30,219 New
AWA
218
Arete Wealth Advisors
Illinois
$1.04M +$1.04M +29,816 New
CWM
219
Centurion Wealth Management
Virginia
$1.03M +$1.03M +29,480 New
SFS
220
Sowell Financial Services
Arkansas
$1.02M +$306K +8,777 +43%
FAT
221
First American Trust
California
$1.01M +$519K +14,879 +107%
HI
222
Harbour Investments
Wisconsin
$999K +$994K +28,487 +18,030%
BI
223
Berkeley Inc
Idaho
$955K -$24.2K -695 -2%
KSWA
224
Kathleen S. Wright Associates
Pennsylvania
$945K +$4.71K +135 +0.5%
SIAS
225
Summit Investment Advisory Services
Minnesota
$878K +$349 +10 +0%
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9
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