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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

231 hedge funds and large institutions have $3.25B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+11
Holders Change %
+5%
% of All Funds
3.68%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
35
Increased
94
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.26B
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$29.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$64.3M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$21.5M
5
WA
5
Win Advisors
Florida
$15M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$272M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$278M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$45.9M
4
OCM
4
One Capital Management
California
$0
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
26
Oppenheimer Asset Management
New York
$18.1M -$366K -12,159 -2%
TIAA Trust, National Association
27
TIAA Trust, National Association
North Carolina
$16.5M +$16.5M +549,094 New
CAG
28
Csenge Advisory Group
Florida
$16.3M +$336K +11,147 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$15.1M +$608K +20,197 +4%
WA
30
Win Advisors
Florida
$15M +$15M +497,002 New
AWM
31
AE Wealth Management
Kansas
$14.7M +$3.48M +115,703 +31%
VCM
32
Verde Capital Management
Michigan
$14.4M +$1.96M +64,984 +16%
Osaic Holdings
33
Osaic Holdings
Arizona
$14.3M +$2.1M +69,765 +17%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$13.7M +$1.49M +49,357 +12%
UBS Group
35
UBS Group
Switzerland
$13.6M +$105K +3,497 +0.8%
KAH
36
Kathryn A. Hall
$10.7M -$2.15M -71,326 -17%
RJA
37
Raymond James & Associates
Florida
$10.4M +$3.18M +105,695 +44%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$9.47M +$287K +9,545 +3%
WMG
39
WESCAP Management Group
California
$9.18M +$37.1K +1,233 +0.4%
VFA
40
Valeo Financial Advisors
Indiana
$8.71M +$4.03M +133,998 +86%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$8.48M +$1.13M +37,550 +15%
CAN
42
Cetera Advisor Networks
California
$8.48M +$4.76M +158,166 +128%
RA
43
RFG Advisory
Alabama
$8.32M +$8.32M +276,287 New
ECM
44
Exchange Capital Management
Michigan
$8.22M +$47.2K +1,567 +0.6%
PFO
45
Pathstone Family Office
New Jersey
$8.17M +$1.53M +50,750 +23%
AAS
46
Avantax Advisory Services
Texas
$8.11M +$2.69M +89,225 +50%
CC
47
Cypress Capital
Tennessee
$7.6M -$21.1K -700 -0.3%
NL
48
NEPC LLC
Massachusetts
$6.65M +$377K +12,540 +6%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$6.24M +$6.24M +207,382 New
AWE
50
Avidian Wealth Enterprises
Texas
$5.95M -$1M -33,311 -14%
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