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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

391 hedge funds and large institutions have $4.94B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 183 reducing their positions, and 120 closing their positions.

Holders
391
Holders Change
-69
Holders Change %
-15%
% of All Funds
5.66%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
53
Increased
105
Reduced
183
Closed
120
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$64.6M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$174M
3
FTUS
3
Flow Traders U.S.
New York
$23.5M
4
OMC
4
Old Mission Capital
Illinois
$11M
5
Mariner
5
Mariner
Kansas
$16.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$259M
2
DWM
2
Dynasty Wealth Management
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$189M
4
LPL Financial
4
LPL Financial
California
$96.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.67B 47,018,426 -1,715,875 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$259M 7,305,664 -13,198,726 -64%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$189M 5,333,125 -2,570,431 -33%
PCIG
4
Partners Capital Investment Group
Massachusetts
$174M 4,905,490 +1,313,520 +37%
CCM
5
Coldstream Capital Management
Washington
$170M 4,809,404 +133,825 +3%
UCFA
6
United Capital Financial Advisors
Texas
$153M 4,328,120 -444,258 -9%
QWP
7
Quotient Wealth Partners
Texas
$149M 4,218,396 +135,968 +3%
Bank of America
8
Bank of America
North Carolina
$103M 2,911,172 -919,580 -24%
Morgan Stanley
9
Morgan Stanley
New York
$99.7M 2,814,320 -1,467,860 -34%
LPL Financial
10
LPL Financial
California
$96.4M 2,722,371 -2,299,388 -46%
Ameriprise
11
Ameriprise
Minnesota
$91.1M 2,571,106 +135,660 +6%
FIB
12
First Interstate Bank
Montana
$88.9M 2,508,956 +48,829 +2%
Wells Fargo
13
Wells Fargo
California
$72.8M 2,055,010 +104,115 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$69.1M 1,951,345 -554,184 -22%
PCIA
15
Prime Capital Investment Advisors
Kansas
$64.8M 1,830,335 -24,649 -1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$64.7M 1,827,294 +93,123 +5%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$64.6M 72,391 +72,391 New
Northern Trust
18
Northern Trust
Illinois
$60.3M 1,701,233 +216,572 +15%
LA
19
LVW Advisors
New York
$59.8M 1,687,128 +209,077 +14%
MML Investors Services
20
MML Investors Services
Massachusetts
$49.6M 1,401,021 -454,386 -24%
Osaic Holdings
21
Osaic Holdings
Arizona
$45.8M 1,292,261 -117,514 -8%
Comerica Bank
22
Comerica Bank
Texas
$44.3M 1,251,242 -53,016 -4%
TIAA Trust, National Association
23
TIAA Trust, National Association
North Carolina
$40.9M 1,154,146 -735,702 -39%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$40.5M 1,144,668 -36,264 -3%
JPG
25
Jordan Park Group
California
$37.7M 1,064,580 -11,502 -1%
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