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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.

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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$36.6M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$26.8M
3
CI
3
CX Institutional
Indiana
$5.29M
4
Bank of America
4
Bank of America
North Carolina
$23.9M
5
PFO
5
Pathstone Family Office
New Jersey
$6.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.19B 40,513,757 +988,946 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$299M 10,145,399 +1,163,410 +13%
UCFA
3
United Capital Financial Advisors
Texas
$296M 10,035,298 +1,061,252 +12%
PCIG
4
Partners Capital Investment Group
Massachusetts
$111M 3,776,731 +402,513 +12%
CCM
5
Coldstream Capital Management
Washington
$91.8M 3,115,405 +185,712 +6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$59.5M 2,019,063 +246,354 +14%
Morgan Stanley
7
Morgan Stanley
New York
$56.9M 1,932,299 +446,217 +30%
US Bancorp
8
US Bancorp
Minnesota
$45.4M 1,540,460 -189,428 -11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$39.5M 1,341,379 +11,756 +0.9%
Wells Fargo
10
Wells Fargo
California
$36.6M 1,241,071 -613,760 -33%
Ameriprise
11
Ameriprise
Minnesota
$34.6M 1,175,192 +207,580 +21%
FIB
12
First Interstate Bank
Montana
$34.3M 1,163,341 +1,041,839 +857%
LPL Financial
13
LPL Financial
California
$29.1M 987,277 +300,385 +44%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$26.8M 908,221 -368,904 -29%
JPG
15
Jordan Park Group
California
$26.6M 903,051 +224,725 +33%
PI
16
PFS Investments
Georgia
$23.9M 812,444 +19,229 +2%
Bank of America
17
Bank of America
North Carolina
$23.9M 811,176 -282,249 -26%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$22.2M 754,895 -11,285 -1%
SC
19
Schoolcraft Capital
Colorado
$21.1M 717,148 +2,787 +0.4%
BF
20
Blankinship & Foster
California
$20.7M 703,911 +18,879 +3%
Northern Trust
21
Northern Trust
Illinois
$19.4M 658,658 -92,164 -12%
OAM
22
Oppenheimer Asset Management
New York
$18.3M 621,783 +10,783 +2%
KAH
23
Kathryn A. Hall
$17.2M 582,304 +582,304 New
CAG
24
Csenge Advisory Group
Florida
$15.5M 526,061 +67,383 +15%
WBG
25
Wharton Business Group
Pennsylvania
$14.2M 481,345 – –
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