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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

232 hedge funds and large institutions have $3.12B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+32
Holders Change %
+16%
% of All Funds
3.92%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.27%
New
49
Increased
58
Reduced
75
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$120M
2
JPG
Jordan Park Group
California
$89.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$77.3M
4
MMA
Miracle Mile Advisors
California
$68.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$336M

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
$3.12M
2
PCIG
Partners Capital Investment Group
Massachusetts
$62.8M
3
Ameriprise
Ameriprise
Minnesota
$16.6M
4
CI
CX Institutional
Indiana
$1.73M
5
QFA
Quattro Financial Advisors
Texas
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLWA
126
San Luis Wealth Advisors
California
$536K +$536K +16,845 New
SMA
127
Sage Mountain Advisors
Georgia
$518K – – –
E
128
ETFidea
New York
$514K – – –
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$513K -$266K -8,352 -34%
MBT
130
Montecito Bank & Trust
California
$498K – – –
AllianceBernstein
131
AllianceBernstein
Tennessee
$492K – – –
KSWA
132
Kathleen S. Wright Associates
Pennsylvania
$489K – – –
AWM
133
Apollon Wealth Management
South Carolina
$480K -$65.9K -2,072 -12%
MW
134
Marcum Wealth
Ohio
$477K +$477K +15,004 New
CFB
135
Cullen/Frost Bankers
Texas
$471K – – –
SGI
136
Summit Global Investments
Utah
$464K -$53.4K -1,680 -10%
APP
137
Avantax Planning Partners
Iowa
$462K – – –
ASN
138
Advisory Services Network
Georgia
$453K +$167K +5,254 +58%
FC
139
Forte Capital
New York
$451K – – –
CAL
140
Capital Advisors Ltd
Ohio
$434K – – –
MAS
141
Madden Advisory Services
Florida
$410K +$410K +12,890 New
WWM
142
Western Wealth Management
Colorado
$407K -$124K -3,904 -23%
CTA
143
Colonial Trust Advisors
South Carolina
$407K – – –
CFP
144
Cypress Financial Planning
New Jersey
$406K +$406K +12,754 New
RIA
145
Regal Investment Advisors
Michigan
$405K – – –
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$405K +$61.4K +1,928 +18%
SF
147
Synovus Financial
Georgia
$404K – – –
DCM
148
Dimension Capital Management
Florida
$404K – – –
CA
149
Cambridge Associates
Massachusetts
$397K – – –
FTUS
150
Flow Traders U.S.
New York
$391K -$5.5M -172,827 -93%
4 5
6
7 8