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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.35M
2
RIG
2
RiverFront Investment Group
Virginia
$96.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$296M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$21.8M
5
JPG
5
Jordan Park Group
California
$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$15.4M -$1.27M -42,645 -8%
AC
27
Avestar Capital
New York
$15.2M -$59.3K -1,985 -0.4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$15.1M -$1.96M -65,540 -11%
Ameriprise
29
Ameriprise
Minnesota
$14.5M -$1.1M -36,679 -7%
UBS Group
30
UBS Group
Switzerland
$14.5M +$6.79M +227,219 +88%
WBG
31
Wharton Business Group
Pennsylvania
$14.4M – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$13.6M +$3.29M +109,910 +32%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$12.2M -$2.15M -71,964 -15%
CAG
34
Csenge Advisory Group
Florida
$12.1M +$921K +30,809 +8%
ECM
35
Exchange Capital Management
Michigan
$11.4M -$115K -3,855 -1%
Jane Street
36
Jane Street
New York
$10.6M +$6.63M +221,662 +168%
WMG
37
WESCAP Management Group
California
$8.86M +$200K +6,685 +2%
VCM
38
Verde Capital Management
Michigan
$8.29M -$44.5K -1,489 -0.5%
Truist Financial
39
Truist Financial
North Carolina
$7.74M -$1.78M -59,600 -19%
CC
40
Cypress Capital
Tennessee
$7.6M +$142K +4,765 +2%
AT
41
American Trust
Kentucky
$7.35M -$203K -6,801 -3%
NL
42
NEPC LLC
Massachusetts
$6.61M – – –
DWMG
43
DB Wealth Management Group
California
$6.55M +$78.9K +2,640 +1%
AWM
44
AE Wealth Management
Kansas
$6.08M -$1.53M -51,250 -20%
BF
45
BOK Financial
Oklahoma
$5.88M -$23K -770 -0.4%
QFA
46
Quattro Financial Advisors
Texas
$5.86M -$222K -7,421 -4%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$5.35M -$67.2M -2,249,321 -93%
William Blair & Company
48
William Blair & Company
Illinois
$5.22M -$291K -9,734 -5%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$5.21M +$4.09M +136,833 +367%
AAS
50
Avantax Advisory Services
Texas
$4.45M +$913K +30,549 +26%
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