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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

200 hedge funds and large institutions have $2.83B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+21
Holders Change %
+11.73%
% of All Funds
3.09%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
31
Increased
72
Reduced
52
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$153M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.12B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$277M
4
UCFA
4
United Capital Financial Advisors
Texas
$254M
5
OAM
5
Oppenheimer Asset Management
New York
$22.3M

Top Sellers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$76.5M
2
CI
2
CX Institutional
Indiana
$6.47M
3
Northern Trust
3
Northern Trust
Illinois
$26.7M
4
US Bancorp
4
US Bancorp
Minnesota
$45.1M
5
C
5
Certuity
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$801K +$66.5K +1,885 +9%
SAM
102
Summit Asset Management
Tennessee
$761K -$47.4K -1,342 -6%
Mariner
103
Mariner
Kansas
$758K +$1.63K +46 +0.2%
GVAG
104
Great Valley Advisor Group
Delaware
$739K +$128K +3,638 +21%
HL
105
HeadInvest LLC
Maine
$667K -$37.1K -1,050 -5%
M&T Bank
106
M&T Bank
New York
$659K +$371K +10,498 +129%
CWM
107
Cranbrook Wealth Management
Michigan
$641K – – –
E
108
ETFidea
New York
$570K +$570K +16,146 New
CTA
109
Colonial Trust Advisors
South Carolina
$567K -$519K -14,699 -48%
NL
110
NWAM LLC
Washington
$556K +$71 +2 +0%
MBT
111
Montecito Bank & Trust
California
$553K – – –
AllianceBernstein
112
AllianceBernstein
Tennessee
$547K – – –
KSWA
113
Kathleen S. Wright Associates
Pennsylvania
$543K +$543K +15,361 New
FAG
114
Financial Advisory Group
Texas
$542K – – –
CFB
115
Cullen/Frost Bankers
Texas
$523K +$523K +14,802 New
KAS
116
Kestra Advisory Services
Texas
$521K -$429K -12,134 -45%
APP
117
Avantax Planning Partners
Iowa
$513K – – –
FC
118
Forte Capital
New York
$501K – – –
CCWA
119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$495K -$273K -7,729 -36%
CAL
120
Capital Advisors Ltd
Ohio
$482K – – –
GIA
121
Gladstone Institutional Advisory
Florida
$476K -$42.1K -1,192 -8%
SF
122
Synovus Financial
Georgia
$449K – – –
DCM
123
Dimension Capital Management
Florida
$448K – – –
CA
124
Cambridge Associates
Massachusetts
$441K – – –
Baird Financial Group
125
Baird Financial Group
Wisconsin
$433K +$35 +1 +0%
3 4
5
6 7