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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$36.6M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$26.8M
3
CI
3
CX Institutional
Indiana
$5.29M
4
Bank of America
4
Bank of America
North Carolina
$23.9M
5
PFO
5
Pathstone Family Office
New Jersey
$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$13.7M +$4.92M +166,869 +56%
UBS Group
27
UBS Group
Switzerland
$12.8M -$357K -12,122 -3%
TF
28
TIAA FSB
Florida
$12.8M +$12.8M +434,489 New
OCM
29
One Capital Management
California
$12M +$12M +408,388 New
Osaic Holdings
30
Osaic Holdings
Arizona
$12M +$2.84M +96,381 +31%
AWM
31
AE Wealth Management
Kansas
$11.8M -$1.87M -63,416 -14%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$11.8M -$479K -16,246 -4%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$11.2M +$1.44M +48,698 +15%
VCM
34
Verde Capital Management
Michigan
$10.8M +$1.31M +44,510 +14%
WMG
35
WESCAP Management Group
California
$9.3M -$563K -19,096 -6%
Jane Street
36
Jane Street
New York
$9.22M +$2.74M +92,971 +42%
ECM
37
Exchange Capital Management
Michigan
$7.97M +$92.3K +3,132 +1%
CC
38
Cypress Capital
Tennessee
$7.62M +$251K +8,528 +3%
AWE
39
Avidian Wealth Enterprises
Texas
$6.99M +$836K +28,363 +14%
PFO
40
Pathstone Family Office
New Jersey
$6.5M -$6.5M -220,710 -50%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$6.3M +$1.77M +60,207 +39%
NL
42
NEPC LLC
Massachusetts
$6.15M -$310K -10,523 -5%
AT
43
American Trust
Kentucky
$5.76M -$675K -22,330 -11%
RJA
44
Raymond James & Associates
Florida
$5.75M -$1.21M -41,067 -17%
LNC
45
Lincoln National Corp
Pennsylvania
$5.43M +$5.02M +170,393 +1,234%
CI
46
CX Institutional
Indiana
$5.29M -$10M -339,834 -65%
William Blair & Company
47
William Blair & Company
Illinois
$5.26M -$22.1K -750 -0.4%
AAS
48
Avantax Advisory Services
Texas
$5.15M +$508K +17,223 +11%
MML Investors Services
49
MML Investors Services
Massachusetts
$4.75M +$2.88M +97,780 +154%
VFA
50
Valeo Financial Advisors
Indiana
$4.33M +$2.8M +95,125 +184%
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