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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

220 hedge funds and large institutions have $3.29B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
3.47%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
28
Increased
77
Reduced
68
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$173M
2
HMH
2
Hackensack Meridian Health
New Jersey
$28.6M
3
CCM
3
Coldstream Capital Management
Washington
$121M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$21.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$19.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$5.56M
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
AT
3
American Trust
Kentucky
$0
4
KAH
4
Kathryn A. Hall
$13.2M
5
US Bancorp
5
US Bancorp
Minnesota
$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$5.56M -$17.8M -575,628 -76%
SB
52
Strategic Blueprint
Georgia
$5.27M +$5.27M +170,023 New
William Blair & Company
53
William Blair & Company
Illinois
$5.04M -$499K -16,089 -9%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$5.01M +$5.01M +161,671 New
VFA
55
Valeo Financial Advisors
Indiana
$4.82M +$269K +8,676 +6%
IFS
56
Ifrah Financial Services
Arkansas
$4.45M +$61.7K +1,990 +1%
BF
57
BOK Financial
Oklahoma
$4.38M +$216K +6,961 +5%
WWM
58
WT Wealth Management
Arizona
$4.24M -$159K -5,131 -4%
TAM
59
Titleist Asset Management
Texas
$4.03M +$1.15M +37,041 +40%
CAN
60
Cetera Advisor Networks
California
$3.83M -$151K -4,874 -4%
SWM
61
Spire Wealth Management
Virginia
$3.69M +$249K +8,017 +7%
AWS
62
Atria Wealth Solutions
New York
$3.47M +$19.5K +628 +0.6%
FAG
63
Financial Advisory Group
Texas
$3.35M +$570K +18,393 +21%
Citigroup
64
Citigroup
New York
$3.28M +$1.15M +37,194 +54%
VWA
65
VERITY Wealth Advisors
United States
$2.9M -$188K -6,058 -6%
Mariner
66
Mariner
Kansas
$2.68M +$891K +28,727 +50%
IAN
67
Integrated Advisors Network
Texas
$2.62M -$40.7K -1,312 -2%
MML Investors Services
68
MML Investors Services
Massachusetts
$2.59M -$2.41M -77,695 -48%
AWA
69
Aaron Wealth Advisors
Illinois
$2.56M -$86.8K -2,800 -3%
FA
70
Financial Advisors
Massachusetts
$2.4M -$28.7K -926 -1%
GVAG
71
Great Valley Advisor Group
Delaware
$2.27M +$147K +4,752 +7%
OCBCO
72
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.24M -$245K -7,915 -10%
BFPW
73
BOK Financial Private Wealth
Colorado
$2.17M -$34.7K -1,120 -2%
RIA
74
Regal Investment Advisors
Michigan
$2.11M +$265K +8,538 +14%
PIAS
75
PCA Investment Advisory Services
Ohio
$2.04M +$268K +8,650 +15%
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