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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

215 hedge funds and large institutions have $2.92B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.44%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
33
Increased
72
Reduced
62
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$299M
2
UCFA
United Capital Financial Advisors
Texas
$296M
3
FIB
First Interstate Bank
Montana
$34.3M
4
Goldman Sachs
Goldman Sachs
New York
$1.19B
5
KAH
Kathryn A. Hall
$17.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$36.6M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$26.8M
3
CI
CX Institutional
Indiana
$5.29M
4
Bank of America
Bank of America
North Carolina
$23.9M
5
PFO
Pathstone Family Office
New Jersey
$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
226
Pennsylvania Capital Management
Pennsylvania
– -$287K -10,081 Closed
ACM
227
Advisors Capital Management
New Jersey
– -$262K -9,689 Closed
CAM
228
Cresset Asset Management
Illinois
– -$248K -9,180 Closed
RFN
229
Redwood Financial Network
Ohio
– -$232K -8,597 Closed
IAA
230
Independent Advisor Alliance
North Carolina
– -$211K -7,800 Closed
NSIM
231
North Star Investment Management
Illinois
– -$116K -4,291 Closed
RW
232
Regimen Wealth
Georgia
– -$71K -2,641 Closed
PVH
233
Psagot Value Holdings
Israel
– -$64K -2,359 Closed
PA
234
Parallel Advisors
California
– -$48.9K -1,812 Closed
FMP
235
Financial Management Professionals
Texas
– -$15K -559 Closed
KOMWMG
236
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$14K -506 Closed
CWP
237
Concord Wealth Partners
Virginia
– -$13.4K -496 Closed
RBC
238
Romano Brothers & Co
Illinois
– -$9.34K -346 Closed
HT
239
Headlands Technologies
Illinois
– -$7K -254 Closed
IWP
240
IAG Wealth Partners
Wisconsin
– -$6.43K -238 Closed
BEI
241
Benjamin Edwards Inc
Missouri
– -$2K -73 Closed
BCMLT
242
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$1.97K -73 Closed
EWM
243
EPG Wealth Management
Georgia
– -$1.86K -69 Closed
MCC
244
Money Concepts Capital
Florida
– -$1.35K -50 Closed
BL
245
Balentine LLC
Georgia
– -$810 -30 Closed
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