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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

176 hedge funds and large institutions have $2.45B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+6
Holders Change %
+3.53%
% of All Funds
3.07%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
21
Increased
51
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$220M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.01B
3
CCM
3
Coldstream Capital Management
Washington
$117M
4
UCFA
4
United Capital Financial Advisors
Texas
$199M
5
TIM
5
Total Investment Management
Arizona
$14.5M

Top Sellers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$88.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$56.4M
3
CC
3
Cypress Capital
Tennessee
$0
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$30.3M
5
FMT
5
First Mercantile Trust
Tennessee
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
101
Managed Account Services
Florida
$483K -$11.8K -342 -2%
CAL
102
Capital Advisors Ltd
Ohio
$472K +$155K +4,466 +49%
APA
103
American Portfolios Advisors
New York
$441K +$6.13K +177 +1%
SF
104
Synovus Financial
Georgia
$440K +$440K +12,699 New
CA
105
Cambridge Associates
Massachusetts
$432K – – –
Baird Financial Group
106
Baird Financial Group
Wisconsin
$425K – – –
GIA
107
Gladstone Institutional Advisory
Florida
$424K -$54.3K -1,568 -11%
TWP
108
Treybourne Wealth Planners
Indiana
$422K – – –
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$421K – – –
AL
110
Aspiriant LLC
California
$418K +$418K +12,065 New
WWM
111
Western Wealth Management
Colorado
$409K -$35 -1 -0%
PMG
112
ProVise Management Group
Florida
$404K -$41.3K -1,193 -9%
ZCA
113
Zeke Capital Advisors
Pennsylvania
$396K +$396K +11,428 New
BlackRock
114
BlackRock
New York
$394K +$1.94K +56 +0.5%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$393K -$491K -14,176 -56%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$386K +$2.04K +59 +0.5%
SGCA
117
Steel Grove Capital Advisors
Tennessee
$384K – – –
BA
118
Bellwether Advisors
Nebraska
$379K -$4.15K -120 -1%
GT
119
Glenmede Trust
Pennsylvania
$374K – – –
CRCM
120
Corbett Road Capital Management
Virginia
$368K +$11.2K +323 +3%
AAS
121
Avantax Advisory Services
Texas
$364K +$46.2K +1,336 +15%
HCMT
122
Highland Capital Management (Tennessee)
Tennessee
$316K – – –
9WM
123
9258 Wealth Management
Ohio
$314K -$30.4K -877 -9%
KPW
124
Kore Private Wealth
New York
$313K +$313K +9,022 New
BIA
125
Bigelow Investment Advisors
Maine
$303K – – –
3 4
5
6 7