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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

200 hedge funds and large institutions have $2.83B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+21
Holders Change %
+11.73%
% of All Funds
3.09%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
31
Increased
72
Reduced
52
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$153M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.12B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$277M
4
UCFA
4
United Capital Financial Advisors
Texas
$254M
5
OAM
5
Oppenheimer Asset Management
New York
$22.3M

Top Sellers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$76.5M
2
CI
2
CX Institutional
Indiana
$6.47M
3
Northern Trust
3
Northern Trust
Illinois
$26.7M
4
US Bancorp
4
US Bancorp
Minnesota
$45.1M
5
C
5
Certuity
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
Exchange Capital Management
Michigan
$13.7M +$320K +9,052 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$12.7M +$8.68M +245,616 +218%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$12.3M +$607K +17,168 +5%
CAG
29
Csenge Advisory Group
Florida
$11.5M -$571K -16,425 -5%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$11.4M -$183K -5,179 -2%
JPG
31
Jordan Park Group
California
$10.6M +$2.38M +67,356 +29%
SWM
32
Spire Wealth Management
Virginia
$10M +$23.3K +658 +0.2%
QFA
33
Quattro Financial Advisors
Texas
$9.9M +$9.9M +280,071 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$9.78M +$9.78M +276,680 New
AWE
35
Avidian Wealth Enterprises
Texas
$9.62M -$176K -4,973 -2%
VCM
36
Verde Capital Management
Michigan
$9.56M +$1.24M +35,213 +15%
UBS Group
37
UBS Group
Switzerland
$9.34M +$846K +23,959 +10%
WMG
38
WESCAP Management Group
California
$9.11M -$355K -10,042 -4%
AWM
39
AE Wealth Management
Kansas
$8.96M +$4.63K +131 +0.1%
CC
40
Cypress Capital
Tennessee
$8.73M +$557K +15,774 +7%
WA
41
WBH Advisory
Maryland
$8.19M +$8.19M +231,924 New
NL
42
NEPC LLC
Massachusetts
$8.02M -$139K -3,925 -2%
BF
43
BOK Financial
Oklahoma
$7.46M +$1.73M +49,085 +30%
CI
44
CX Institutional
Indiana
$6.47M -$3.67M -103,950 -36%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$6.45M -$179K -5,071 -3%
DWMG
46
DB Wealth Management Group
California
$6.36M +$6.31M +178,678 +12,238%
William Blair & Company
47
William Blair & Company
Illinois
$5.56M +$742 +21 +0%
5L
48
55I LLC
Massachusetts
$5.52M +$3.73M +105,472 +208%
FMP
49
Financial Management Professionals
Texas
$4.66M +$4.66M +131,974 New
PAS
50
Park Avenue Securities
New York
$4.54M +$1.24M +35,050 +38%
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