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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 %
WWM
51
WT Wealth Management
Arizona
$4.18M +$1.66M +56,398 +66%
IFS
52
Ifrah Financial Services
Arkansas
$4.17M -$198K -6,733 -5%
BF
53
BOK Financial
Oklahoma
$3.96M -$138K -4,682 -3%
CAN
54
Cetera Advisor Networks
California
$3.78M -$4.18M -141,878 -52%
AWS
55
Atria Wealth Solutions
New York
$3.28M +$377K +12,788 +13%
SWM
56
Spire Wealth Management
Virginia
$3.27M -$898K -30,476 -22%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$3.02M +$3.02M +102,833 New
VWA
58
VERITY Wealth Advisors
United States
$2.93M +$5.75K +195 +0.2%
TAM
59
Titleist Asset Management
Texas
$2.74M +$2.74M +92,899 New
CFGS
60
Concourse Financial Group Securities
Alabama
$2.68M +$824K +27,945 +44%
FAG
61
Financial Advisory Group
Texas
$2.64M -$523K -17,758 -17%
IAN
62
Integrated Advisors Network
Texas
$2.53M +$2.53M +85,714 New
AWA
63
Aaron Wealth Advisors
Illinois
$2.52M – – –
OCBCO
64
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.36M -$127K -4,313 -5%
FA
65
Financial Advisors
Massachusetts
$2.31M -$88.9K -3,018 -4%
BFPW
66
BOK Financial Private Wealth
Colorado
$2.09M -$60.7K -2,061 -3%
Citigroup
67
Citigroup
New York
$2.02M +$354K +12,029 +21%
GVAG
68
Great Valley Advisor Group
Delaware
$2.02M +$453K +15,372 +29%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.99M -$100K -3,401 -5%
RIA
70
Regal Investment Advisors
Michigan
$1.75M +$453K +15,379 +35%
PFG
71
PAX Financial Group
Texas
$1.72M -$41.9K -1,423 -2%
LAS
72
LWM Advisory Services
Florida
$1.72M +$440K +14,947 +34%
Mariner
73
Mariner
Kansas
$1.7M +$90.8K +3,081 +6%
PIAS
74
PCA Investment Advisory Services
Ohio
$1.69M +$1.69M +57,284 New
WFO
75
Wealthgate Family Office
Colorado
$1.66M – – –
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3
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