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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

220 hedge funds and large institutions have $3.29B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
3.47%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
28
Increased
77
Reduced
68
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$173M
2
HMH
2
Hackensack Meridian Health
New Jersey
$28.6M
3
CCM
3
Coldstream Capital Management
Washington
$121M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$21.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$19.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$5.56M
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
AT
3
American Trust
Kentucky
$0
4
KAH
4
Kathryn A. Hall
$13.2M
5
US Bancorp
5
US Bancorp
Minnesota
$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Apollon Wealth Management
South Carolina
$354K +$354K +11,434 New
BW
152
BIP Wealth
Georgia
$350K +$350K +11,300 New
PWM
153
Perigon Wealth Management
California
$347K +$347K +11,202 New
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$342K -$859K -27,725 -72%
IAS
155
Insigneo Advisory Services
Florida
$324K +$324K +10,460 New
CCWA
156
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$321K – – –
Baird Financial Group
157
Baird Financial Group
Wisconsin
$314K -$514K -16,569 -62%
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$306K -$5.89K -190 -2%
AF
159
Advisornet Financial
Minnesota
$305K +$206K +6,630 +207%
GT
160
Glenview Trust
Kentucky
$298K +$298K +9,627 New
GT
161
Glenmede Trust
Pennsylvania
$298K – – –
GM
162
GeoWealth Management
Illinois
$285K -$19K -612 -6%
SFA
163
Source Financial Advisors
New York
$285K – – –
HCMT
164
Highland Capital Management (Tennessee)
Tennessee
$283K – – –
LPAM
165
Lodestar Private Asset Management
California
$279K – – –
APCM
166
Alaska Permanent Capital Management
Alaska
$264K +$264K +8,530 New
LB
167
Leo Brokerage
Texas
$256K -$23.6K -760 -8%
HWA
168
Heritage Wealth Advisors
Virginia
$251K – – –
CT
169
Colonial Trust
South Carolina
$247K – – –
WWM
170
Western Wealth Management
Colorado
$244K +$16.7K +538 +7%
Creative Planning
171
Creative Planning
Kansas
$243K +$23.1K +745 +10%
DWT
172
Dorsey & Whitney Trust
South Dakota
$242K – – –
SW
173
SVB Wealth
Massachusetts
$234K – – –
MA
174
Mutual Advisors
Nebraska
$226K +$226K +7,304 New
NA
175
NewEdge Advisors
Louisiana
$224K -$589 -19 -0.3%
5 6
7
8 9