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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

226 hedge funds and large institutions have $2.4B invested in iShares Currency Hedged MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+26
Holders Change %
+13%
% of All Funds
4.46%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
40
Increased
65
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.45M
2
US Bancorp
US Bancorp
Minnesota
+$7.35M
3
UCFA
United Capital Financial Advisors
Texas
+$7.32M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.54M
5
Morgan Stanley
Morgan Stanley
New York
+$4.38M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$10.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.86M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$4.41M
4
Jane Street
Jane Street
New York
-$2.9M
5
FTUS
Flow Traders U.S.
New York
-$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMG
26
WESCAP Management Group
California
$13.6M -$152K -4,967 -1%
AllianceBernstein
27
AllianceBernstein
Tennessee
$12.4M – – –
UCFA
28
United Capital Financial Advisors
Texas
$11.6M +$7.32M +239,784 +170%
RJA
29
Raymond James & Associates
Florida
$9.84M +$148K +4,858 +2%
BWM
30
BT Wealth Management
Georgia
$9.78M +$252K +8,256 +3%
Victory Capital Management
31
Victory Capital Management
Texas
$9.78M – – –
USAA
32
United Services Automobile Association
Texas
$9.77M – – –
BFPW
33
BOK Financial Private Wealth
Colorado
$9.65M -$288K -9,441 -3%
BCP
34
Blue Chip Partners
Michigan
$8.7M +$512K +16,767 +6%
BlackRock
35
BlackRock
New York
$8.54M -$447K -14,652 -5%
ECM
36
Exchange Capital Management
Michigan
$8.1M -$177K -5,813 -2%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$7.96M +$1.35M +44,184 +20%
IA
38
IFP Advisors
Florida
$7.94M +$1.24M +40,350 +19%
FFS
39
Founders Financial Securities
Maryland
$7.78M -$101K -3,299 -1%
HI
40
Horizon Investments
North Carolina
$7.76M -$102K -3,346 -1%
CC
41
Cypress Capital
Tennessee
$7.05M +$197K +6,472 +3%
NL
42
NEPC LLC
Massachusetts
$6.98M +$6.98M +228,593 New
William Blair & Company
43
William Blair & Company
Illinois
$6.55M -$29.3K -961 -0.4%
PCIG
44
Partners Capital Investment Group
Massachusetts
$5.88M +$596K +19,520 +11%
AG
45
Advisor Group
Arizona
$5.84M -$2.5M -81,760 -30%
CAG
46
Csenge Advisory Group
Florida
$5.13M -$32K -1,050 -0.6%
VWA
47
VERITY Wealth Advisors
United States
$5.07M -$251K -8,215 -5%
BF
48
BOK Financial
Oklahoma
$5.03M +$121K +3,955 +2%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$4.54M +$4.54M +148,696 New
GT
50
Glenmede Trust
Pennsylvania
$4.27M +$47.7K +1,564 +1%
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