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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.

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
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$16.5M

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 Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.26B 41,718,870 +1,212,045 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$278M 9,240,449 -984,643 -10%
UCFA
3
United Capital Financial Advisors
Texas
$272M 9,042,762 -1,474,468 -14%
PCIG
4
Partners Capital Investment Group
Massachusetts
$159M 5,274,879 -318,962 -6%
CCM
5
Coldstream Capital Management
Washington
$128M 4,267,846 +372,856 +10%
Morgan Stanley
6
Morgan Stanley
New York
$79.8M 2,651,294 +209,697 +9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$64.3M 2,135,029 +803,201 +60%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$45.9M 1,525,347 -472,150 -24%
FIB
9
First Interstate Bank
Montana
$41.4M 1,375,056 +40,668 +3%
Wells Fargo
10
Wells Fargo
California
$41.4M 1,374,109 +118,155 +9%
LPL Financial
11
LPL Financial
California
$40.5M 1,345,253 +11,379 +0.9%
US Bancorp
12
US Bancorp
Minnesota
$40.3M 1,337,241 -95,939 -7%
JPG
13
Jordan Park Group
California
$39.8M 1,323,634 -34,659 -3%
Ameriprise
14
Ameriprise
Minnesota
$36.9M 1,224,921 +33,012 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$29.3M 973,496 +923,054 +1,830%
Bank of America
16
Bank of America
North Carolina
$28.4M 944,173 +102,516 +12%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$28.2M 935,725 +3,510 +0.4%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$27.5M 912,066 +274,514 +43%
HMH
19
Hackensack Meridian Health
New Jersey
$27.2M 395,000 – –
LNC
20
Lincoln National Corp
Pennsylvania
$26.3M 874,720 +248,107 +40%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$25.5M 839,638 +442,509 +111%
BF
22
Blankinship & Foster
California
$22.3M 739,795 +34,259 +5%
SC
23
Schoolcraft Capital
Colorado
$22M 730,243 +1,643 +0.2%
AWC
24
Adamsbrown Wealth Consultants
Kansas
$21.5M 713,746 +713,746 New
Northern Trust
25
Northern Trust
Illinois
$19.4M 644,961 +26,818 +4%
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