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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.

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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$729M
2
SAG
2
SageView Advisory Group
California
$0
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$77.5M
4
LPL Financial
4
LPL Financial
California
$179M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.73B 48,734,301 +1,120,719 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$729M 20,504,390 -7,013,800 -25%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$281M 7,903,556 -31,683 -0.4%
LPL Financial
4
LPL Financial
California
$179M 5,021,759 -990,059 -16%
UCFA
5
United Capital Financial Advisors
Texas
$170M 4,772,378 -454,638 -9%
CCM
6
Coldstream Capital Management
Washington
$166M 4,675,579 +144,675 +3%
Morgan Stanley
7
Morgan Stanley
New York
$152M 4,282,180 -182,450 -4%
DWM
8
Dynasty Wealth Management
Florida
$151M 4,256,358 -4,970 -0.1%
QWP
9
Quotient Wealth Partners
Texas
$145M 4,082,428 -96,648 -2%
Bank of America
10
Bank of America
North Carolina
$136M 3,830,752 +1,065,190 +39%
PCIG
11
Partners Capital Investment Group
Massachusetts
$128M 3,591,970 +2,575,051 +253%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$89.1M 2,505,529 -374,460 -13%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$87.8M 2,469,126 -226,161 -8%
FIB
14
First Interstate Bank
Montana
$87.5M 2,460,127 +93,650 +4%
Ameriprise
15
Ameriprise
Minnesota
$86.8M 2,435,446 +401,422 +20%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$77.5M 2,179,667 -1,046,604 -32%
Wells Fargo
17
Wells Fargo
California
$69.4M 1,950,895 +422,384 +28%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$67.2M 1,889,848 +396,558 +27%
MML Investors Services
19
MML Investors Services
Massachusetts
$66M 1,855,407 +95,585 +5%
PCIA
20
Prime Capital Investment Advisors
Kansas
$66M 1,854,984 +1,260,530 +212%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$61.7M 1,734,171 -19,725 -1%
PAS
22
Park Avenue Securities
New York
$55.6M 1,564,495 -695,035 -31%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$53.8M 1,511,813 +627,905 +71%
Northern Trust
24
Northern Trust
Illinois
$52.8M 1,484,661 +730,799 +97%
LA
25
LVW Advisors
New York
$52.6M 1,478,051 +1,435,672 +3,388%
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