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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

228 hedge funds and large institutions have $2.82B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.94%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
29
Increased
73
Reduced
75
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.09B
2
Morgan Stanley
Morgan Stanley
New York
$59.5M
3
PFO
Pathstone Family Office
New Jersey
$17.6M
4
OMC
Old Mission Capital
Illinois
$16.2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$22.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.35M
2
RIG
RiverFront Investment Group
Virginia
$96.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$296M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$21.8M
5
JPG
Jordan Park Group
California
$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
226
First Heartland Consultants
Missouri
$688 +$609 +20,413 +776%
MOS
227
MGO One Seven
Ohio
$160 +$160 +10,230 New
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$139 -$2 -75 -2%
JC
229
JB Capital
Connecticut
– -$2.99M -93,858 Closed
CF
230
Clarity Financial
Texas
– -$2.44M -76,618 Closed
MA
231
MBA Advisors
Pennsylvania
– -$2.41M -75,589 Closed
IC
232
IEQ Capital
California
– -$2.12M -66,522 Closed
OCM
233
One Capital Management
California
– -$1.89M -59,300 Closed
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
– -$1.72M -53,964 Closed
MWP
235
MYCIO Wealth Partners
Pennsylvania
– -$1.13M -35,470 Closed
LNC
236
Lincoln National Corp
Pennsylvania
– -$1.13M -35,392 Closed
SWM
237
Silverlake Wealth Management
Vermont
– -$712K -22,372 Closed
HF
238
HRT Financial
New York
– -$544K -17,098 Closed
SLWA
239
San Luis Wealth Advisors
California
– -$536K -16,845 Closed
CFB
240
Cullen/Frost Bankers
Texas
– -$471K -14,802 Closed
SGI
241
Summit Global Investments
Utah
– -$464K -14,589 Closed
MIAN
242
Mariner Independent Advisor Network
Kansas
– -$367K -11,615 Closed
RFN
243
RDA Financial Network
Iowa
– -$273K -8,593 Closed
RFA
244
RTD Financial Advisors
Pennsylvania
– -$231K -7,248 Closed
TI
245
Truepoint Inc
Ohio
– -$222K -6,987 Closed
PMG
246
ProVise Management Group
Florida
– -$219K -6,877 Closed
9WM
247
9258 Wealth Management
Ohio
– -$211K -6,624 Closed
RJT
248
Raymond James Trust
Florida
– -$210K -6,611 Closed
WQ
249
Wealth Quarterback
New Jersey
– -$205K -6,443 Closed
EWA
250
EP Wealth Advisors
California
– -$102K -3,192 Closed
7 8 9
10
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