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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.26B 40,506,825 -6,932 -0%
UCFA
2
United Capital Financial Advisors
Texas
$326M 10,517,230 +481,932 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$317M 10,225,092 +79,693 +0.8%
PCIG
4
Partners Capital Investment Group
Massachusetts
$173M 5,593,841 +1,817,110 +48%
CCM
5
Coldstream Capital Management
Washington
$121M 3,894,990 +779,585 +25%
Morgan Stanley
6
Morgan Stanley
New York
$75.7M 2,441,597 +509,298 +26%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$61.9M 1,997,497 -21,566 -1%
US Bancorp
8
US Bancorp
Minnesota
$44.4M 1,433,180 -107,280 -7%
JPG
9
Jordan Park Group
California
$42.1M 1,358,293 +455,242 +50%
FIB
10
First Interstate Bank
Montana
$41.4M 1,334,388 +171,047 +15%
LPL Financial
11
LPL Financial
California
$41.4M 1,333,874 +346,597 +35%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$41.3M 1,331,828 -9,551 -0.7%
Wells Fargo
13
Wells Fargo
California
$38.9M 1,255,954 +14,883 +1%
Ameriprise
14
Ameriprise
Minnesota
$36.9M 1,191,909 +16,717 +1%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$28.9M 932,215 +23,994 +3%
HMH
16
Hackensack Meridian Health
New Jersey
$28.6M 395,000 +395,000 New
Bank of America
17
Bank of America
North Carolina
$26.1M 841,657 +30,481 +4%
PI
18
PFS Investments
Georgia
$25.9M 834,154 +21,710 +3%
SC
19
Schoolcraft Capital
Colorado
$22.6M 728,600 +11,452 +2%
BF
20
Blankinship & Foster
California
$21.9M 705,536 +1,625 +0.2%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$21.2M 221,125 +217,534 +6,058%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$19.8M 637,552 +588,998 +1,213%
LNC
23
Lincoln National Corp
Pennsylvania
$19.4M 626,613 +442,409 +240%
Northern Trust
24
Northern Trust
Illinois
$19.2M 618,143 -40,515 -6%
OAM
25
Oppenheimer Asset Management
New York
$19M 614,152 -7,631 -1%
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