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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

176 hedge funds and large institutions have $2.45B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+6
Holders Change %
+3.53%
% of All Funds
3.07%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
21
Increased
51
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$220M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.01B
3
CCM
3
Coldstream Capital Management
Washington
$117M
4
UCFA
4
United Capital Financial Advisors
Texas
$199M
5
TIM
5
Total Investment Management
Arizona
$14.5M

Top Sellers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$88.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$56.4M
3
CC
3
Cypress Capital
Tennessee
$0
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$30.3M
5
FMT
5
First Mercantile Trust
Tennessee
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
26
Csenge Advisory Group
Florida
$11.5M +$282K +8,118 +3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$11M +$3.49M +100,744 +46%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$10.9M -$224K -6,459 -2%
CI
29
CX Institutional
Indiana
$10.1M +$1.71M +49,285 +20%
SWM
30
Spire Wealth Management
Virginia
$9.87M +$2.98M +85,164 +43%
AWE
31
Avidian Wealth Enterprises
Texas
$9.36M +$47.4K +1,368 +0.5%
WMG
32
WESCAP Management Group
California
$9.35M -$178K -5,136 -2%
Osaic Holdings
33
Osaic Holdings
Arizona
$9.07M -$680K -19,618 -7%
NL
34
NEPC LLC
Massachusetts
$8M -$27K -780 -0.3%
AWM
35
AE Wealth Management
Kansas
$7.67M +$1.4M +40,303 +22%
VCM
36
Verde Capital Management
Michigan
$7.07M +$1.59M +45,865 +29%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$5.96M -$332K -9,581 -5%
UBS Group
38
UBS Group
Switzerland
$5.79M -$323K -9,310 -5%
William Blair & Company
39
William Blair & Company
Illinois
$5.45M -$4.95K -143 -0.1%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$5.36M -$301K -8,703 -5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4.73M +$68.4K +1,973 +1%
HighTower Advisors
42
HighTower Advisors
Illinois
$4.41M -$1.03M -29,822 -19%
Jane Street
43
Jane Street
New York
$4.28M +$2.41M +69,451 +128%
IFS
44
Ifrah Financial Services
Arkansas
$4.25M +$74.7K +2,155 +2%
BFPW
45
BOK Financial Private Wealth
Colorado
$4.01M -$216K -6,222 -5%
AWA
46
Aaron Wealth Advisors
Illinois
$4.01M -$72.8K -2,101 -2%
Barclays
47
Barclays
United Kingdom
$3.79M -$1.02M -29,479 -21%
FA
48
Financial Advisors
Massachusetts
$3.73M -$360K -10,397 -9%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$3.55M -$38K -1,096 -1%
OAM
50
Oppenheimer Asset Management
New York
$3.48M +$166K +4,799 +5%
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