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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

108 hedge funds and large institutions have $1.94B invested in iShares Currency Hedged MSCI EAFE ETF in 2015 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+19
Holders Change %
+21.35%
% of All Funds
3.02%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.25%
New
31
Increased
46
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$107M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.03B
3
WBG
3
Wharton Business Group
Pennsylvania
$40.9M
4
ACM
4
Aviance Capital Management
Florida
$25.8M
5
Bank of America
5
Bank of America
North Carolina
$90.6M

Top Sellers

1
WCM
1
Windham Capital Management
Massachusetts
$0
2
UBS Group
2
UBS Group
Switzerland
$25.3M
3
UCFA
3
United Capital Financial Advisors
Texas
$517K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.23M
5
Ameriprise
5
Ameriprise
Minnesota
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$9.14M -$567K -23,054 -6%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$8.51M +$6.12M +248,968 +256%
Federated Hermes
28
Federated Hermes
Pennsylvania
$8.05M +$2.16M +88,000 +37%
MBT
29
Montecito Bank & Trust
California
$7.65M +$7.65M +311,380 New
LPL Financial
30
LPL Financial
California
$7.56M +$611K +24,225 +9%
SWP
31
Stratos Wealth Partners
Ohio
$6.4M -$1.13M -45,982 -15%
FMP
32
Financial Management Professionals
Texas
$3.71M -$94.1K -3,827 -2%
CA
33
Cambridge Associates
Massachusetts
$3.58M +$3.58M +145,540 New
MIAN
34
Mariner Independent Advisor Network
Kansas
$3.35M +$395K +16,081 +13%
Franklin Resources
35
Franklin Resources
California
$3.28M +$3.28M +133,300 New
FCBT
36
First Citizens Bank & Trust
North Carolina
$3.26M +$1.06M +43,068 +48%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.23M -$6.54M -266,238 -67%
HighTower Advisors
38
HighTower Advisors
Illinois
$3.2M +$3.2M +130,095 New
RJA
39
Raymond James & Associates
Florida
$2.87M +$1.97M +80,035 +219%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$2.37M +$2.37M +96,393 New
AI
41
Atria Investments
North Carolina
$2.36M +$73.7K +2,996 +3%
Credit Agricole
42
Credit Agricole
France
$2.21M +$456K +18,563 +26%
BIM
43
BlackRock Investment Management
Delaware
$2.11M +$336K +13,651 +19%
PAS
44
Park Avenue Securities
New York
$2.1M +$1.31M +53,298 +166%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1.98M -$293K -11,925 -13%
BSWMG
46
Barrington Strategic Wealth Management Group
Illinois
$1.91M +$328K +13,355 +21%
PAG
47
Private Advisor Group
New Jersey
$1.78M +$256K +10,407 +17%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.73M +$1.01M +40,953 +139%
SC
49
Scotia Capital
Ontario, Canada
$1.7M +$1.7M +69,252 New
AIG
50
American International Group
New York
$1.61M +$1.01M +41,152 +169%
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