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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

260 hedge funds and large institutions have $3.87B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.81%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
50
Increased
85
Reduced
81
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$120M
3
Morgan Stanley
Morgan Stanley
New York
$171M
4
PCIA
Prime Capital Investment Advisors
Kansas
$22.5M
5
CI
CX Institutional
Indiana
$19.1M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$147M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$192M
3
PCIG
Partners Capital Investment Group
Massachusetts
$91.4M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$0
5
WA
Win Advisors
Florida
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
126
Fiduciary Family Office
Florida
$922K +$922K +29,246 New
IC
127
Iconiq Capital
California
$885K +$885K +28,083 New
BI
128
Berkeley Inc
Idaho
$885K -$19.3K -613 -2%
KSWA
129
Kathleen S. Wright Associates
Pennsylvania
$850K – – –
SIAS
130
Summit Investment Advisory Services
Minnesota
$793K -$47.6K -1,510 -6%
CWM
131
Cedar Wealth Management
California
$782K – – –
CA
132
Cetera Advisors
Colorado
$759K +$5.36K +170 +0.7%
GIA
133
Gladstone Institutional Advisory
Florida
$745K -$15.7K -498 -2%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$729K -$159K -5,061 -18%
VA
135
Valmark Advisers
Ohio
$723K +$51K +1,618 +8%
FHB
136
First Hawaiian Bank
Hawaii
$706K -$4.22K -134 -0.6%
SMC
137
Smith, Moore & Co
Missouri
$700K -$151K -4,796 -18%
CIA
138
Choate Investment Advisors
Massachusetts
$695K – – –
Corient Private Wealth
139
Corient Private Wealth
Florida
$688K -$35.8K -1,135 -5%
PCA
140
Prosperity Capital Advisors
Ohio
$677K +$677K +21,473 New
FA
141
Flagstar Advisors
New York
$672K +$72K +2,285 +12%
M&T Bank
142
M&T Bank
New York
$662K – – –
MCWS
143
McKinley Carter Wealth Services
West Virginia
$658K -$10.2K -323 -2%
FCBT
144
First Citizens Bank & Trust
North Carolina
$642K -$9.61K -305 -1%
SFS
145
Sowell Financial Services
Arkansas
$642K -$769K -24,385 -54%
BIA
146
Bigelow Investment Advisors
Maine
$636K +$324K +10,274 +104%
RBFC
147
Roman Butler Fullerton & Co
Missouri
$612K -$92K -2,855 -13%
FC
148
Forte Capital
New York
$611K – – –
SAM
149
Summit Asset Management
Tennessee
$606K – – –
GA
150
Geller Advisors
New York
$580K -$363K -11,526 -38%
4 5
6
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