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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

231 hedge funds and large institutions have $3.25B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+11
Holders Change %
+5%
% of All Funds
3.68%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
35
Increased
94
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.26B
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$29.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$64.3M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$21.5M
5
WA
5
Win Advisors
Florida
$15M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$272M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$278M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$45.9M
4
OCM
4
One Capital Management
California
$0
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
151
Clearwater Capital Advisors
Illinois
$441K -$5.27K -175 -1%
WAP
152
Wealthcare Advisory Partners
Pennsylvania
$420K -$17.2K -571 -4%
CAL
153
Capital Advisors Ltd
Ohio
$410K – – –
MCM
154
MAI Capital Management
Ohio
$391K +$391K +12,984 New
SF
155
Synovus Financial
Georgia
$382K – – –
AL
156
Aspiriant LLC
California
$362K – – –
Cerity Partners
157
Cerity Partners
New York
$361K +$361K +12,007 New
CFP
158
Cypress Financial Planning
New Jersey
$342K -$12K -400 -3%
BW
159
BIP Wealth
Georgia
$340K – – –
CTA
160
Colonial Trust Advisors
South Carolina
$338K -$7.65K -254 -2%
EH
161
Equitable Holdings
New York
$337K -$234K -7,770 -41%
Creative Planning
162
Creative Planning
Kansas
$327K +$90.4K +3,004 +38%
IAS
163
Insigneo Advisory Services
Florida
$316K +$1.42K +47 +0.4%
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$314K +$16.7K +555 +6%
CCWA
165
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$312K – – –
GT
166
Glenmede Trust
Pennsylvania
$305K – – –
MA
167
Mutual Advisors
Nebraska
$301K +$80.7K +2,681 +37%
BIA
168
Bigelow Investment Advisors
Maine
$298K +$89.5K +2,975 +43%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$298K -$34.5K -1,147 -10%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$297K -$8.25K -274 -3%
LPAM
171
Lodestar Private Asset Management
California
$279K +$8.43K +280 +3%
HCMT
172
Highland Capital Management (Tennessee)
Tennessee
$275K – – –
GT
173
Glenview Trust
Kentucky
$275K -$15.1K -500 -5%
FI
174
Financial Insights
Washington
$274K -$408K -13,869 -60%
FPAS
175
Focus Partners Advisor Solutions
Missouri
$272K +$272K +9,032 New
5 6
7
8 9