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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.

Holders
408
Holders Change
+148
Holders Change %
+56.92%
% of All Funds
5.92%
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
1
Envestnet Asset Management
Illinois
$960M
2
LPL Financial
2
LPL Financial
California
$210M
3
DWM
3
Dynasty Wealth Management
Florida
$149M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$277M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$113M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.66B
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$35.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$156M
4
HMH
4
Hackensack Meridian Health
New Jersey
$0
5
CI
5
CX Institutional
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.66B 47,613,582 -6,268,529 -12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$960M 27,518,190 +21,434,026 +352%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$277M 7,935,239 +4,136,859 +109%
LPL Financial
4
LPL Financial
California
$210M 6,011,818 +4,745,617 +375%
UCFA
5
United Capital Financial Advisors
Texas
$182M 5,227,016 +571,813 +12%
CCM
6
Coldstream Capital Management
Washington
$158M 4,530,904 +171,371 +4%
Morgan Stanley
7
Morgan Stanley
New York
$156M 4,464,630 -956,440 -18%
DWM
8
Dynasty Wealth Management
Florida
$149M 4,261,328 +4,261,328 New
QWP
9
Quotient Wealth Partners
Texas
$146M 4,179,076 +486,081 +13%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$113M 3,226,271 +3,189,222 +8,608%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$100M 2,879,989 +798,809 +38%
Bank of America
12
Bank of America
North Carolina
$96.5M 2,765,562 +1,667,856 +152%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$94M 2,695,287 +2,695,287 New
FIB
14
First Interstate Bank
Montana
$82.5M 2,366,477 +589,164 +33%
PAS
15
Park Avenue Securities
New York
$78.8M 2,259,530 +2,259,530 New
Ameriprise
16
Ameriprise
Minnesota
$71M 2,034,024 +698,705 +52%
MML Investors Services
17
MML Investors Services
Massachusetts
$61.4M 1,759,822 +1,660,197 +1,666%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$61.2M 1,753,896 +43,246 +3%
Wells Fargo
19
Wells Fargo
California
$53.3M 1,528,511 +92,801 +6%
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
$52.1M 1,493,290 +611,299 +69%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$48M 1,375,456 +1,362,452 +10,477%
SAG
22
SageView Advisory Group
California
$47.4M 2,003,402 +2,003,402 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$46.8M 1,340,721 +1,225,766 +1,066%
US Bancorp
24
US Bancorp
Minnesota
$46M 1,319,290 +166,414 +14%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$41.7M 1,195,120 +191,801 +19%
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