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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

215 hedge funds and large institutions have $2.92B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.44%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
33
Increased
72
Reduced
62
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$299M
2
UCFA
United Capital Financial Advisors
Texas
$296M
3
FIB
First Interstate Bank
Montana
$34.3M
4
Goldman Sachs
Goldman Sachs
New York
$1.19B
5
KAH
Kathryn A. Hall
$17.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$36.6M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$26.8M
3
CI
CX Institutional
Indiana
$5.29M
4
Bank of America
Bank of America
North Carolina
$23.9M
5
PFO
Pathstone Family Office
New Jersey
$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
151
Miracle Mile Advisors
California
$297K +$19.9K +676 +7%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$297K -$7.37K -250 -2%
AMC
153
Asset Management Corp
Illinois
$296K – – –
GM
154
GeoWealth Management
Illinois
$289K +$18.1K +612 +7%
SFA
155
Source Financial Advisors
New York
$271K – – –
HCMT
156
Highland Capital Management (Tennessee)
Tennessee
$269K – – –
LSA
157
Lion Street Advisors
Texas
$269K +$269K +9,117 New
LB
158
Leo Brokerage
Texas
$266K +$266K +9,031 New
WPC
159
White Pine Capital
Minnesota
$265K -$23.3K -789 -8%
LPAM
160
Lodestar Private Asset Management
California
$265K -$44.2K -1,500 -14%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$242K -$86.2K -2,926 -26%
HWA
162
Heritage Wealth Advisors
Virginia
$239K – – –
AG
163
Ascent Group
Virginia
$239K -$12.5K -424 -5%
CT
164
Colonial Trust
South Carolina
$235K – – –
DWT
165
Dorsey & Whitney Trust
South Dakota
$230K – – –
SW
166
SVB Wealth
Massachusetts
$222K – – –
WWM
167
Western Wealth Management
Colorado
$217K +$217K +7,348 New
LA
168
LexAurum Advisors
Kansas
$216K +$216K +7,336 New
NA
169
NewEdge Advisors
Louisiana
$214K -$82.8K -2,809 -28%
CPIG
170
Chicago Partners Investment Group
Illinois
$213K – – –
Creative Planning
171
Creative Planning
Kansas
$209K -$39.1K -1,327 -16%
CWA
172
Centennial Wealth Advisory
Michigan
$207K +$207K +7,010 New
CSB
173
City State Bank
Iowa
$206K – – –
FCAG
174
First Capital Advisors Group
New Jersey
$174K – – –
BlackRock
175
BlackRock
New York
$141K +$20.2K +686 +17%
5 6
7
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