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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

228 hedge funds and large institutions have $2.82B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.94%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
29
Increased
73
Reduced
75
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.09B
2
Morgan Stanley
2
Morgan Stanley
New York
$59.5M
3
PFO
3
Pathstone Family Office
New Jersey
$17.6M
4
OMC
4
Old Mission Capital
Illinois
$16.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$22.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.35M
2
RIG
2
RiverFront Investment Group
Virginia
$96.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$296M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$21.8M
5
JPG
5
Jordan Park Group
California
$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KSWA
126
Kathleen S. Wright Associates
Pennsylvania
$460K +$1.14K +38 +0.2%
ASN
127
Advisory Services Network
Georgia
$448K +$22.6K +755 +5%
APP
128
Avantax Planning Partners
Iowa
$434K – – –
FC
129
Forte Capital
New York
$424K – – –
MW
130
Marcum Wealth
Ohio
$416K -$32.6K -1,089 -7%
EH
131
Equitable Holdings
New York
$415K +$126K +4,228 +44%
CAL
132
Capital Advisors Ltd
Ohio
$408K – – –
AWS
133
AJ Wealth Strategies
New York
$395K -$395K -13,236 -50%
MAS
134
Madden Advisory Services
Florida
$385K – – –
CTA
135
Colonial Trust Advisors
South Carolina
$383K +$747 +25 +0.2%
SF
136
Synovus Financial
Georgia
$380K – – –
DCM
137
Dimension Capital Management
Florida
$379K – – –
WWM
138
Western Wealth Management
Colorado
$375K -$6.94K -232 -2%
ACM
139
Advisors Capital Management
New Jersey
$375K +$159K +4,772 +73%
CA
140
Cambridge Associates
Massachusetts
$373K – – –
Creative Planning
141
Creative Planning
Kansas
$372K +$351K +11,750 +1,691%
IA
142
IFP Advisors
Florida
$365K +$41.4K +1,372 +13%
CFP
143
Cypress Financial Planning
New Jersey
$362K -$19.3K -644 -5%
AL
144
Aspiriant LLC
California
$361K – – –
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$360K +$3.29K +110 +0.9%
EAM
146
Empirical Asset Management
Massachusetts
$359K +$136K +4,548 +61%
AFAS
147
Acorn Financial Advisory Services
Virginia
$352K +$25.3K +847 +8%
CCWA
148
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$351K – – –
GIA
149
Gladstone Institutional Advisory
Florida
$349K -$1.92K -64 -0.5%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$345K -$34.8K -1,165 -9%
4 5
6
7 8