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

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$5.56M
2
WBG
Wharton Business Group
Pennsylvania
$0
3
AT
American Trust
Kentucky
$0
4
KAH
Kathryn A. Hall
$13.2M
5
US Bancorp
US Bancorp
Minnesota
$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
201
Bangor Savings Bank
Maine
$26.9K – – –
FFA
202
Farther Finance Advisors
California
$26.3K – – –
Bessemer Group
203
Bessemer Group
New Jersey
$26K – – –
GRP
204
Global Retirement Partners
California
$14.8K – – –
BWL
205
Bogart Wealth LLC
Virginia
$10.5K – – –
SS
206
Sunbelt Securities
Texas
$8.56K +$8.56K +276 New
PP
207
PFS Partners
New Jersey
$8K +$8K +258 New
PTC
208
Private Trust Company
Ohio
$7.5K -$868 -28 -10%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$7K +$2.28K +69 +48%
GWSG
210
GPS Wealth Strategies Group
Colorado
$6.2K +$3.1K +100 +100%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$5.83K -$8.68K -280 -60%
PA
212
Parallel Advisors
California
$5.83K +$5.83K +188 New
IRC
213
Investors Research Corp
Georgia
$5.27K – – –
MAWA
214
Moss Adams Wealth Advisors
Washington
$3.1K +$3.1K +100 New
IGWM
215
ICA Group Wealth Management
Colorado
$2.15K – – –
HFS
216
Hantz Financial Services
Michigan
$2K – – –
FRA
217
Front Row Advisors
California
$1K – – –
TRCT
218
Tower Research Capital (TRC)
New York
$682 +$682 +22 New
LFG
219
Larson Financial Group
Missouri
$620 – – –
HI
220
Harbour Investments
Wisconsin
$93 -$3.44K -111 -97%
WBG
221
Wharton Business Group
Pennsylvania
– -$14.2M -481,345 Closed
AT
222
American Trust
Kentucky
– -$5.76M -190,269 Closed
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
– -$3.02M -102,833 Closed
SWG
224
Summit Wealth Group
Vermont
– -$2K -64,687 Closed
PAS
225
Park Avenue Securities
New York
– -$1.44M -48,945 Closed
6 7 8
9
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