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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

179 hedge funds and large institutions have $2.53B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+3
Holders Change %
+1.7%
% of All Funds
3.14%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
21
Increased
67
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.04B
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$122M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$242M
4
UCFA
4
United Capital Financial Advisors
Texas
$220M
5
JPG
5
Jordan Park Group
California
$8.01M

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$66.4M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$5K
3
Barclays
3
Barclays
United Kingdom
$0
4
FMT
4
First Mercantile Trust
Tennessee
$13.5M
5
KP
5
Keel Point
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$11.4M +$448K +13,021 +4%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$11.3M +$400K +11,644 +4%
CI
28
CX Institutional
Indiana
$9.87M -$133K -3,871 -1%
SWM
29
Spire Wealth Management
Virginia
$9.73M +$23K +669 +0.2%
AWE
30
Avidian Wealth Enterprises
Texas
$9.53M +$233K +6,787 +3%
Osaic Holdings
31
Osaic Holdings
Arizona
$9.32M +$319K +9,281 +4%
WMG
32
WESCAP Management Group
California
$9.21M -$68K -1,977 -0.7%
AWM
33
AE Wealth Management
Kansas
$8.72M +$1.1M +31,927 +14%
UBS Group
34
UBS Group
Switzerland
$8.27M +$2.53M +73,518 +44%
VCM
35
Verde Capital Management
Michigan
$8.1M +$1.08M +31,458 +15%
JPG
36
Jordan Park Group
California
$8.01M +$8.01M +232,859 New
CC
37
Cypress Capital
Tennessee
$7.95M +$7.95M +231,291 New
NL
38
NEPC LLC
Massachusetts
$7.95M – – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$6.45M +$536K +15,587 +9%
BF
40
BOK Financial
Oklahoma
$5.57M +$5.57M +162,048 New
William Blair & Company
41
William Blair & Company
Illinois
$5.41M +$585 +17 +0%
HighTower Advisors
42
HighTower Advisors
Illinois
$4.28M -$96.5K -2,810 -2%
AWA
43
Aaron Wealth Advisors
Illinois
$3.98M – – –
BFPW
44
BOK Financial Private Wealth
Colorado
$3.95M -$36.7K -1,066 -0.9%
IFS
45
Ifrah Financial Services
Arkansas
$3.95M -$276K -8,018 -7%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$3.88M -$810K -23,570 -17%
Jane Street
47
Jane Street
New York
$3.85M -$397K -11,549 -9%
FA
48
Financial Advisors
Massachusetts
$3.7M – – –
OAM
49
Oppenheimer Asset Management
New York
$3.57M +$112K +3,268 +3%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$3.39M -$136K -3,960 -4%
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