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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

160 hedge funds and large institutions have $1.81B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-7
Holders Change %
-4.19%
% of All Funds
3.24%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
11
Increased
48
Reduced
70
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$58.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.3M
3
Ameriprise
Ameriprise
Minnesota
+$4.08M
4
AWE
Avidian Wealth Enterprises
Texas
+$3.96M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.82M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$60.6M
2
Goldman Sachs
Goldman Sachs
New York
-$30.3M
3
UBS Group
UBS Group
Switzerland
-$17M
4
Morgan Stanley
Morgan Stanley
New York
-$14.6M
5
PI
PFS Investments
Georgia
-$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$8.55M -$17M -616,399 -67%
WMG
27
WESCAP Management Group
California
$7.77M -$2.12M -77,070 -21%
FHB
28
First Hawaiian Bank
Hawaii
$7.7M -$9.32M -338,444 -55%
ECM
29
Exchange Capital Management
Michigan
$7.27M +$20.8K +755 +0.3%
BlackRock
30
BlackRock
New York
$7.25M +$60.2K +2,187 +0.8%
CAG
31
Csenge Advisory Group
Florida
$6.86M +$1.26M +45,454 +23%
Osaic Holdings
32
Osaic Holdings
Arizona
$6.83M -$1.57M -56,829 -19%
CC
33
Cypress Capital
Tennessee
$6.45M -$186K -6,616 -3%
NL
34
NEPC LLC
Massachusetts
$6.43M +$294K +10,660 +5%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$6.41M -$16.4K -594 -0.3%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$6.07M +$1.35M +49,166 +29%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$5.23M -$1.84M -66,383 -26%
William Blair & Company
38
William Blair & Company
Illinois
$5.14M -$38.1K -1,385 -0.7%
BF
39
BOK Financial
Oklahoma
$4.7M -$20.2K -735 -0.4%
BFPW
40
BOK Financial Private Wealth
Colorado
$4.04M -$311K -11,301 -7%
GT
41
Glenmede Trust
Pennsylvania
$4M +$145K +5,270 +4%
AWE
42
Avidian Wealth Enterprises
Texas
$3.96M +$3.96M +143,614 New
AWM
43
AE Wealth Management
Kansas
$3.3M -$6.96M -252,574 -68%
SS
44
Simplicity Solutions
Minnesota
$3.25M -$6.81M -247,105 -68%
TAMH
45
Taikang Asset Management (HK)
Hong Kong
$3.24M -$2.75M -100,000 -46%
VWA
46
VERITY Wealth Advisors
United States
$3.17M -$259K -9,396 -8%
FA
47
Financial Advisors
Massachusetts
$3.15M +$964 +35 +0%
MML Investors Services
48
MML Investors Services
Massachusetts
$3.03M -$400K -14,533 -12%
WAS
49
Wealth Advisory Solutions
Indiana
$3M +$75.1K +2,729 +3%
IFS
50
Ifrah Financial Services
Arkansas
$2.85M +$78K +2,834 +3%
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