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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

260 hedge funds and large institutions have $3.87B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.81%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
50
Increased
85
Reduced
81
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.7B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$120M
3
Morgan Stanley
3
Morgan Stanley
New York
$171M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$22.5M
5
CI
5
CX Institutional
Indiana
$19.1M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$147M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$192M
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$91.4M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$0
5
WA
5
Win Advisors
Florida
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
26
Prime Capital Investment Advisors
Kansas
$22.5M +$22.5M +713,883 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$21.3M -$7.45M -236,493 -26%
Northern Trust
28
Northern Trust
Illinois
$20.2M -$85.7K -2,721 -0.4%
CI
29
CX Institutional
Indiana
$19.1M +$18.2M +578,678 +2,011%
OAM
30
Oppenheimer Asset Management
New York
$18.3M -$631K -20,036 -3%
AWM
31
AE Wealth Management
Kansas
$17.7M +$1.97M +61,053 +12%
CAG
32
Csenge Advisory Group
Florida
$17.1M +$125K +3,975 +0.7%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$14.3M -$103K -3,271 -0.7%
VCM
34
Verde Capital Management
Michigan
$14.1M -$964K -30,604 -6%
UBS Group
35
UBS Group
Switzerland
$13.7M -$546K -17,313 -4%
CA
36
Crumly & Associates
Illinois
$12.5M +$12.5M +397,337 New
Osaic Holdings
37
Osaic Holdings
Arizona
$12.4M -$2.57M -81,472 -17%
FFA
38
Farther Finance Advisors
California
$12.1M +$10.9M +346,547 +963%
RJA
39
Raymond James & Associates
Florida
$11.8M +$942K +29,888 +9%
RIA
40
Regal Investment Advisors
Michigan
$10.7M +$8.04M +255,270 +300%
AAS
41
Avantax Advisory Services
Texas
$10.4M +$1.95M +61,947 +23%
VFA
42
Valeo Financial Advisors
Indiana
$9.45M +$326K +10,340 +4%
WMG
43
WESCAP Management Group
California
$9.42M -$185K -5,881 -2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$9.14M +$254K +8,074 +3%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$9.1M -$817K -25,914 -8%
RA
46
RFG Advisory
Alabama
$8.92M +$216K +6,870 +2%
ECM
47
Exchange Capital Management
Michigan
$8.72M +$109K +3,457 +1%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$8.69M +$8.69M +275,908 New
CAN
49
Cetera Advisor Networks
California
$8.47M -$406K -12,886 -5%
KAH
50
Kathryn A. Hall
$7.65M -$3.51M -111,379 -31%
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