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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 %
LSAG
101
Lake Street Advisors Group
New Hampshire
$1.08M +$17.9K +596 +2%
Jane Street
102
Jane Street
New York
$1.08M -$9.34M -310,419 -90%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$1.04M +$1.04M +33,808 New
PAG
104
Private Advisor Group
New Jersey
$1.04M +$14.7K +490 +1%
AWM
105
Aspire Wealth Management
Massachusetts
$1.03M +$91.2K +3,029 +10%
Comerica Bank
106
Comerica Bank
Texas
$1.02M +$1.02M +34,026 New
DCM
107
Dimension Capital Management
Florida
$1.02M +$396K +13,157 +63%
PFG
108
PAX Financial Group
Texas
$1M -$675K -22,432 -40%
EIA
109
Eldridge Investment Advisors
New Hampshire
$978K +$587K +19,501 +150%
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$963K -$10.2K -342 -1%
MWM
111
Maltin Wealth Management
New Jersey
$919K +$18.6K +619 +2%
CAG
112
Curtis Advisory Group
California
$918K +$918K +30,494 New
GA
113
Geller Advisors
New York
$901K +$16.8K +558 +2%
CI
114
CX Institutional
Indiana
$866K -$4.62M -153,646 -84%
BI
115
Berkeley Inc
Idaho
$864K -$31.9K -1,059 -4%
TWM
116
Trinity Wealth Management
Pennsylvania
$862K +$862K +28,632 New
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$849K +$34.9K +1,160 +4%
SMC
118
Smith, Moore & Co
Missouri
$813K +$813K +27,004 New
KSWA
119
Kathleen S. Wright Associates
Pennsylvania
$812K +$187K +6,220 +30%
SIAS
120
Summit Investment Advisory Services
Minnesota
$803K -$49K -1,628 -6%
Lido Advisors
121
Lido Advisors
California
$782K +$782K +25,969 New
LA
122
LexAurum Advisors
Kansas
$774K +$325K +10,791 +72%
Renaissance Technologies
123
Renaissance Technologies
New York
$765K -$762K -25,300 -50%
CWM
124
Cedar Wealth Management
California
$747K – – –
GIA
125
Gladstone Institutional Advisory
Florida
$727K +$105K +3,500 +17%
3 4
5
6 7