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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

260 hedge funds and large institutions have $3.87B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 19 closing their positions.

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.81%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
50
Increased
85
Reduced
81
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.7B
2
QWP
2
Quotient Wealth Partners
Texas
$116M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$120M
4
Morgan Stanley
4
Morgan Stanley
New York
$171M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$22.5M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$147M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$192M
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$91.4M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$0
5
WA
5
Win Advisors
Florida
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.7B 53,882,111 +12,163,241 +29%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$192M 6,084,164 -3,156,285 -34%
Morgan Stanley
3
Morgan Stanley
New York
$171M 5,421,070 +2,769,776 +104%
UCFA
4
United Capital Financial Advisors
Texas
$147M 4,655,203 -4,387,559 -49%
CCM
5
Coldstream Capital Management
Washington
$137M 4,359,533 +91,687 +2%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$120M 3,798,380 +2,958,742 +352%
QWP
7
Quotient Wealth Partners
Texas
$116M 3,692,995 +3,692,995 New
PCIG
8
Partners Capital Investment Group
Massachusetts
$91.4M 2,899,656 -2,375,223 -45%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$65.6M 2,081,180 -53,849 -3%
FIB
10
First Interstate Bank
Montana
$56M 1,777,313 +402,257 +29%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$53.9M 1,710,650 +185,303 +12%
Wells Fargo
12
Wells Fargo
California
$45.2M 1,435,710 +61,601 +4%
Ameriprise
13
Ameriprise
Minnesota
$42.1M 1,335,319 +110,398 +9%
LPL Financial
14
LPL Financial
California
$39.9M 1,266,201 -79,052 -6%
JPG
15
Jordan Park Group
California
$38.1M 1,208,159 -115,475 -9%
US Bancorp
16
US Bancorp
Minnesota
$36.3M 1,152,876 -184,365 -14%
Bank of America
17
Bank of America
North Carolina
$34.6M 1,097,706 +153,533 +16%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$31.6M 1,003,319 +29,823 +3%
HMH
19
Hackensack Meridian Health
New Jersey
$30M 397,932 +2,932 +0.7%
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
$27.8M 881,991 +332,897 +61%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$27.6M 874,869 +373,625 +75%
AWC
22
Adamsbrown Wealth Consultants
Kansas
$25.5M 810,225 +96,479 +14%
LNC
23
Lincoln National Corp
Pennsylvania
$25.4M 805,694 -69,026 -8%
SC
24
Schoolcraft Capital
Colorado
$24.5M 779,055 +48,812 +7%
BF
25
Blankinship & Foster
California
$23.1M 734,325 -5,470 -0.7%
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