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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 %
SW
176
SVB Wealth
Massachusetts
$232K +$71.5K +2,250 +45%
RFA
177
RTD Financial Advisors
Pennsylvania
$231K -$4.21K -132 -2%
TI
178
Truepoint Inc
Ohio
$222K +$222K +6,987 New
PMG
179
ProVise Management Group
Florida
$219K -$9.68K -304 -4%
9WM
180
9258 Wealth Management
Ohio
$211K -$8.57K -269 -4%
B
181
Brightworth
Georgia
$211K – – –
RJT
182
Raymond James Trust
Florida
$210K +$210K +6,611 New
ACM
183
Advisors Capital Management
New Jersey
$207K +$207K +6,506 New
WQ
184
Wealth Quarterback
New Jersey
$205K +$205K +6,443 New
AF
185
Advisornet Financial
Minnesota
$182K +$110K +3,474 +154%
TIM
186
Tortoise Investment Management
New York
$152K – – –
CAM
187
Cresset Asset Management
Illinois
$151K +$151K +10,667 New
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K – – –
BBHC
189
Brown Brothers Harriman & Co
New York
$144K +$94K +2,962 +188%
FFA
190
Founders Financial Alliance
North Carolina
$140K – – –
APA
191
American Portfolios Advisors
New York
$118K -$4.33K -136 -4%
BA
192
Bellwether Advisors
Nebraska
$118K -$202K -6,397 -63%
NSIM
193
North Star Investment Management
Illinois
$109K – – –
SAM
194
Strategic Asset Management
Minnesota
$106K – – –
EWA
195
EP Wealth Advisors
California
$102K -$32 -1 -0%
ACK
196
Andrew C. Karlinski
$95K – – –
S
197
SignatureFD
Georgia
$91K +$1.05K +33 +1%
AssetMark Inc
198
AssetMark Inc
California
$89K +$89K +2,789 New
TPCW
199
TD Private Client Wealth
New York
$62.3K +$62.3K +1,957 New
Qube Research & Technologies (QRT)
200
Qube Research & Technologies (QRT)
United Kingdom
$61K +$61K +1,908 New
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