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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

228 hedge funds and large institutions have $2.82B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.94%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
29
Increased
73
Reduced
75
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.09B
2
Morgan Stanley
2
Morgan Stanley
New York
$59.5M
3
PFO
3
Pathstone Family Office
New Jersey
$17.6M
4
OMC
4
Old Mission Capital
Illinois
$16.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$22.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.35M
2
RIG
2
RiverFront Investment Group
Virginia
$96.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$296M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$21.8M
5
JPG
5
Jordan Park Group
California
$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFO
76
Wealthgate Family Office
Colorado
$1.68M – – –
CWA
77
Canvas Wealth Advisors
Kansas
$1.64M -$367K -11,655 -18%
LAS
78
LWM Advisory Services
Florida
$1.63M -$41K -1,371 -2%
TC
79
Titleist Capital
Texas
$1.59M +$1.59M +53,105 New
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$1.46M -$719K -24,059 -33%
GBT
81
Grove Bank & Trust
Florida
$1.42M – – –
PFG
82
PAX Financial Group
Texas
$1.41M +$906K +30,323 +179%
LA
83
LVW Advisors
New York
$1.38M +$33.7K +1,127 +3%
CI
84
CX Institutional
Indiana
$1.34M -$285K -9,546 -18%
FTUS
85
Flow Traders U.S.
New York
$1.33M +$961K +32,130 +261%
MCWS
86
McKinley Carter Wealth Services
West Virginia
$1.29M -$259K -8,675 -17%
LWA
87
LWS Wealth Advisors
New Jersey
$1.19M +$27.9K +934 +2%
KAS
88
Kestra Advisory Services
Texas
$1.18M +$24.5K +821 +2%
Citigroup
89
Citigroup
New York
$1.18M +$146K +4,880 +14%
GVAG
90
Great Valley Advisor Group
Delaware
$1.18M +$224K +7,505 +24%
FHB
91
First Hawaiian Bank
Hawaii
$1.15M -$6.84K -229 -0.6%
FCM
92
Firestone Capital Management
Florida
$1.15M +$178K +5,965 +18%
WA
93
WBH Advisory
Maryland
$1.05M -$5.45M -182,456 -84%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$1.04M +$1.56K +52 +0.1%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$998K -$15.9K -533 -2%
AWM
96
Aspire Wealth Management
Massachusetts
$964K +$33.9K +1,134 +4%
PAG
97
Private Advisor Group
New Jersey
$954K -$111K -3,724 -10%
ZCA
98
Zeke Capital Advisors
Pennsylvania
$951K – – –
VAS
99
Vestmark Advisory Solutions
Massachusetts
$911K -$109K -3,659 -11%
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$870K -$142K -4,746 -14%
2 3
4
5 6