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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 %
SPC
151
Sigma Planning Corp
Michigan
$385K +$385K +12,099 New
AL
152
Aspiriant LLC
California
$384K – – –
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$380K +$3.19K +100 +0.8%
CCWA
154
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$374K -$74.3K -2,334 -17%
GIA
155
Gladstone Institutional Advisory
Florida
$373K -$10K -315 -3%
MIAN
156
Mariner Independent Advisor Network
Kansas
$367K -$15K -474 -4%
SC
157
SouthState Corp
Florida
$351K -$74.7K -2,343 -18%
AFAS
158
Acorn Financial Advisory Services
Virginia
$348K +$348K +10,933 New
IA
159
IFP Advisors
Florida
$325K – – –
GT
160
Glenmede Trust
Pennsylvania
$321K – – –
EH
161
Equitable Holdings
New York
$307K +$43.6K +1,372 +17%
HCMT
162
Highland Capital Management (Tennessee)
Tennessee
$291K – – –
WPC
163
White Pine Capital
Minnesota
$291K +$4.74K +149 +2%
KPW
164
Kore Private Wealth
New York
$287K – – –
HI
165
Harbour Investments
Wisconsin
$287K +$287K +9,035 New
WS
166
Wedbush Securities
California
$282K +$282K +8,874 New
F
167
F3Logic
Minnesota
$278K +$278K +8,737 New
RFN
168
RDA Financial Network
Iowa
$273K -$30K -943 -10%
RFN
169
Redwood Financial Network
Ohio
$261K +$261K +8,208 New
IAA
170
Independent Advisor Alliance
North Carolina
$260K -$36K -1,130 -12%
CSB
171
City State Bank
Iowa
$259K -$19.1K -600 -7%
HWA
172
Heritage Wealth Advisors
Virginia
$258K – – –
DWT
173
Dorsey & Whitney Trust
South Dakota
$249K – – –
CRCM
174
Corbett Road Capital Management
Virginia
$241K -$44.9K -1,408 -16%
EAM
175
Empirical Asset Management
Massachusetts
$238K +$238K +7,479 New
5 6
7
8 9