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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 %
OCBCO
76
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.17M – – –
Stifel Financial
77
Stifel Financial
Missouri
$2.11M +$751K +24,943 +55%
BFPW
78
BOK Financial Private Wealth
Colorado
$2.1M – – –
PIAS
79
PCA Investment Advisory Services
Ohio
$2.01M +$24.6K +818 +1%
KA
80
Kovack Advisors
Florida
$1.85M -$8.67M -288,084 -82%
CFGS
81
Concourse Financial Group Securities
Alabama
$1.76M -$167K -5,558 -9%
AF
82
Advisornet Financial
Minnesota
$1.72M +$1.42M +47,326 +481%
LA
83
LVW Advisors
New York
$1.72M +$31.6K +1,049 +2%
AWM
84
Ameliora Wealth Management
Switzerland
$1.7M -$115K -3,804 -6%
WFO
85
Wealthgate Family Office
Colorado
$1.69M – – –
IWC
86
Integrated Wealth Concepts
Massachusetts
$1.51M +$112K +3,706 +8%
SMA
87
Sage Mountain Advisors
Georgia
$1.47M -$126K -4,193 -8%
GBT
88
Grove Bank & Trust
Florida
$1.43M – – –
KAS
89
Kestra Advisory Services
Texas
$1.38M -$70.3K -2,336 -5%
FCM
90
Firestone Capital Management
Florida
$1.36M – – –
LWA
91
LWS Wealth Advisors
New Jersey
$1.36M -$11.1K -370 -0.8%
SFS
92
Sowell Financial Services
Arkansas
$1.35M -$9.06K -301 -0.7%
LAS
93
LWM Advisory Services
Florida
$1.32M -$463K -15,369 -26%
SPC
94
Sigma Planning Corp
Michigan
$1.3M +$41.1K +1,365 +3%
CWM
95
Cornerstone Wealth Management
Missouri
$1.17M +$1.17M +38,746 New
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
$1.16M +$1.16M +38,515 New
NL
97
NWAM LLC
Washington
$1.14M +$77.1K +2,563 +7%
SSW
98
Stone Summit Wealth
Florida
$1.12M +$136K +4,520 +14%
EAM
99
Empirical Asset Management
Massachusetts
$1.1M +$4.52K +150 +0.4%
FFA
100
Farther Finance Advisors
California
$1.08M +$1.06M +35,139 +4,144%
2 3
4
5 6