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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.

New
Increased
Maintained
Reduced
Closed
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 %
MWM
101
Maltin Wealth Management
New Jersey
$846K +$12.2K +414 +1%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$844K -$178K -6,054 -17%
SIAS
103
Summit Investment Advisory Services
Minnesota
$841K -$28.9K -980 -3%
SSW
104
Stone Summit Wealth
Florida
$805K +$805K +27,331 New
SFS
105
Sowell Financial Services
Arkansas
$803K +$803K +27,235 New
Baird Financial Group
106
Baird Financial Group
Wisconsin
$787K -$707K -23,989 -47%
FHB
107
First Hawaiian Bank
Hawaii
$767K -$901K -30,583 -54%
MCWS
108
McKinley Carter Wealth Services
West Virginia
$732K -$240K -8,152 -25%
CA
109
Cetera Advisors
Colorado
$732K -$261K -8,852 -26%
CWM
110
Cedar Wealth Management
California
$731K +$731K +24,812 New
Stifel Financial
111
Stifel Financial
Missouri
$718K +$51.1K +1,733 +8%
PAMG
112
Patton Albertson Miller Group
Tennessee
$699K -$130K -4,428 -16%
FHC
113
First Heartland Consultants
Missouri
$692K +$6.96K +236 +1%
M&T Bank
114
M&T Bank
New York
$681K -$30.9K -1,050 -4%
CIA
115
Choate Investment Advisors
Massachusetts
$650K – – –
VA
116
Valmark Advisers
Ohio
$634K +$1.71K +58 +0.3%
GA
117
Geller Advisors
New York
$628K +$21.3K +722 +4%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$627K +$627K +21,270 New
KSWA
119
Kathleen S. Wright Associates
Pennsylvania
$619K +$236 +8 +0%
EH
120
Equitable Holdings
New York
$574K -$51.5K -1,746 -8%
Renaissance Technologies
121
Renaissance Technologies
New York
$572K +$264K +8,950 +86%
FC
122
Forte Capital
New York
$568K – – –
SS
123
Simplicity Solutions
Minnesota
$545K +$545K +18,489 New
FCBT
124
First Citizens Bank & Trust
North Carolina
$537K +$63.6K +2,159 +13%
SAM
125
Summit Asset Management
Tennessee
$524K -$23.3K -791 -4%
3 4
5
6 7