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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.

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 %
LA
76
LVW Advisors
New York
$1.65M +$6.78K +230 +0.4%
AWM
77
Ameliora Wealth Management
Switzerland
$1.59M +$1.59M +54,034 New
SMA
78
Sage Mountain Advisors
Georgia
$1.45M +$860K +29,169 +145%
PAS
79
Park Avenue Securities
New York
$1.44M +$1.44M +48,945 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$1.43M +$278K +9,429 +24%
GBT
81
Grove Bank & Trust
Florida
$1.4M – – –
LWA
82
LWS Wealth Advisors
New Jersey
$1.39M +$26.6K +903 +2%
KAS
83
Kestra Advisory Services
Texas
$1.34M +$671K +22,765 +100%
SWA
84
Stratos Wealth Advisors
Ohio
$1.33M +$1.33M +45,143 New
FCM
85
Firestone Capital Management
Florida
$1.32M +$99.6K +3,380 +8%
WA
86
WBH Advisory
Maryland
$1.3M +$1.3M +44,142 New
IWC
87
Integrated Wealth Concepts
Massachusetts
$1.23M +$594K +20,165 +93%
FAM
88
Family Asset Management
South Carolina
$1.2M +$1.16M +39,265 +2,585%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$1.14M +$842K +28,575 +280%
SPC
90
Sigma Planning Corp
Michigan
$1.11M +$481K +16,331 +76%
LSAG
91
Lake Street Advisors Group
New Hampshire
$1.04M +$1.04M +35,185 New
EAM
92
Empirical Asset Management
Massachusetts
$1.04M +$646K +21,920 +166%
PAG
93
Private Advisor Group
New Jersey
$1.02M +$36.2K +1,230 +4%
HPM
94
Hoxton Planning & Management
West Virginia
$995K -$742K -25,167 -43%
NL
95
NWAM LLC
Washington
$991K +$129K +4,367 +15%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$990K +$36.2K +1,229 +4%
AWM
97
Aspire Wealth Management
Massachusetts
$915K -$89.5K -3,036 -9%
Corient Private Wealth
98
Corient Private Wealth
Florida
$887K +$339K +11,491 +62%
BI
99
Berkeley Inc
Idaho
$877K +$737 +25 +0.1%
FI
100
Financial Insights
Washington
$869K -$575K -19,514 -40%
2 3
4
5 6