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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

220 hedge funds and large institutions have $3.29B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
3.47%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
28
Increased
77
Reduced
68
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$173M
2
HMH
2
Hackensack Meridian Health
New Jersey
$28.6M
3
CCM
3
Coldstream Capital Management
Washington
$121M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$21.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$19.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$5.56M
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
AT
3
American Trust
Kentucky
$0
4
KAH
4
Kathryn A. Hall
$13.2M
5
US Bancorp
5
US Bancorp
Minnesota
$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$1.01M -$32.7K -1,055 -3%
API
102
Advisor Partners II
California
$982K +$982K +31,681 New
AWM
103
Aspire Wealth Management
Massachusetts
$970K +$7.69K +248 +0.8%
MWM
104
Maltin Wealth Management
New Jersey
$927K +$37K +1,193 +4%
BI
105
Berkeley Inc
Idaho
$922K – – –
GA
106
Geller Advisors
New York
$911K +$250K +8,059 +38%
CAM
107
Cresset Asset Management
Illinois
$887K +$887K +28,601 New
SIAS
108
Summit Investment Advisory Services
Minnesota
$877K -$7.25K -234 -0.8%
SOS
109
Silver Oak Securities
Tennessee
$868K +$868K +27,985 New
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$838K -$50K -1,613 -6%
EE
111
EWG Elevate
California
$797K +$797K +25,700 New
FHB
112
First Hawaiian Bank
Hawaii
$777K -$29.6K -955 -4%
CWM
113
Cedar Wealth Management
California
$769K – – –
FI
114
Financial Insights
Washington
$719K -$196K -6,316 -21%
MCWS
115
McKinley Carter Wealth Services
West Virginia
$717K -$52.9K -1,708 -7%
CIA
116
Choate Investment Advisors
Massachusetts
$684K – – –
CA
117
Cetera Advisors
Colorado
$680K -$90.1K -2,907 -12%
HF
118
HRT Financial
New York
$657K +$241K +7,787 +58%
M&T Bank
119
M&T Bank
New York
$650K -$65.6K -2,118 -9%
DCM
120
Dimension Capital Management
Florida
$644K +$113K +3,648 +21%
KSWA
121
Kathleen S. Wright Associates
Pennsylvania
$643K -$7.66K -247 -1%
GIA
122
Gladstone Institutional Advisory
Florida
$640K +$227K +7,323 +55%
SFA
123
Sequoia Financial Advisors
Ohio
$632K +$632K +20,380 New
VA
124
Valmark Advisers
Ohio
$605K -$62K -1,999 -9%
Corient Private Wealth
125
Corient Private Wealth
Florida
$601K -$332K -10,712 -36%
3 4
5
6 7