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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 %
William Blair & Company
51
William Blair & Company
Illinois
$4.86M -$29K -965 -0.6%
SB
52
Strategic Blueprint
Georgia
$4.84M -$273K -9,078 -5%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$4.62M -$774K -25,711 -14%
IFS
54
Ifrah Financial Services
Arkansas
$4.43M +$116K +3,862 +3%
BF
55
BOK Financial
Oklahoma
$4.26M +$102K +3,468 +2%
WWM
56
WT Wealth Management
Arizona
$4.18M +$55.6K +1,846 +1%
TAM
57
Titleist Asset Management
Texas
$3.95M +$35.6K +1,182 +0.9%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$3.65M +$2.54M +84,423 +229%
SWM
59
Spire Wealth Management
Virginia
$3.61M +$24.1K +800 +0.7%
AWS
60
Atria Wealth Solutions
New York
$3.51M +$140K +4,657 +4%
SIM
61
Seaview Investment Managers
Florida
$3.46M +$3.46M +114,964 New
Citigroup
62
Citigroup
New York
$3.45M +$266K +8,830 +8%
TPWA
63
TRUE Private Wealth Advisors
Oregon
$3.28M +$3.28M +109,113 New
FAG
64
Financial Advisory Group
Texas
$3.22M -$33K -1,095 -1%
GVAG
65
Great Valley Advisor Group
Delaware
$3.19M +$991K +32,909 +45%
Mariner
66
Mariner
Kansas
$3.16M +$561K +18,624 +22%
HighTower Advisors
67
HighTower Advisors
Illinois
$2.88M +$1.03M +34,102 +56%
MML Investors Services
68
MML Investors Services
Massachusetts
$2.82M +$308K +10,233 +12%
VWA
69
VERITY Wealth Advisors
United States
$2.68M -$128K -4,268 -5%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$2.66M -$2.21M -73,456 -45%
RIA
71
Regal Investment Advisors
Michigan
$2.56M +$510K +16,938 +25%
AWA
72
Aaron Wealth Advisors
Illinois
$2.49M -$482 -16 -0%
FA
73
Financial Advisors
Massachusetts
$2.33M – – –
MWM
74
Merriman Wealth Management
Washington
$2.33M +$2.33M +77,434 New
CPG
75
Cornerstone Planning Group
New Jersey
$2.31M +$924K +30,701 +67%
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