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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

167 hedge funds and large institutions have $1.98B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+7
Holders Change %
+4.38%
% of All Funds
2.96%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
24
Increased
41
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$27.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27M
3
CCM
Coldstream Capital Management
Washington
+$18.8M
4
AWE
Avidian Wealth Enterprises
Texas
+$3.96M
5
Ameriprise
Ameriprise
Minnesota
+$3.89M

Top Sellers

1
PCIG
Partners Capital Investment Group
Massachusetts
-$52.9M
2
BlackRock
BlackRock
New York
-$7.57M
3
US Bancorp
US Bancorp
Minnesota
-$7.32M
4
Northern Trust
Northern Trust
Illinois
-$6.48M
5
Wells Fargo
Wells Fargo
California
-$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
Exchange Capital Management
Michigan
$8.83M +$783K +25,697 +10%
AWE
27
Avidian Wealth Enterprises
Texas
$8.34M +$3.96M +129,928 +90%
WMG
28
WESCAP Management Group
California
$8.28M -$320K -10,490 -4%
UBS Group
29
UBS Group
Switzerland
$7.36M -$2.1M -68,838 -22%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$7.18M +$84.5K +2,774 +1%
NL
31
NEPC LLC
Massachusetts
$7.11M – – –
CC
32
Cypress Capital
Tennessee
$6.75M -$250K -8,195 -4%
Osaic Holdings
33
Osaic Holdings
Arizona
$6.1M -$1.46M -47,933 -19%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$5.53M -$218K -7,145 -4%
TWP
35
Treybourne Wealth Planners
Indiana
$5.43M +$5.43M +178,178 New
HighTower Advisors
36
HighTower Advisors
Illinois
$5M +$2.96M +97,092 +144%
AWA
37
Aaron Wealth Advisors
Illinois
$4.94M +$4.94M +162,017 New
William Blair & Company
38
William Blair & Company
Illinois
$4.86M -$826K -27,120 -15%
BF
39
BOK Financial
Oklahoma
$4.72M -$480K -15,759 -9%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$4.57M -$2.15M -70,482 -32%
FHB
41
First Hawaiian Bank
Hawaii
$4M -$4.53M -148,508 -53%
AWM
42
AE Wealth Management
Kansas
$3.95M +$307K +10,079 +8%
BFPW
43
BOK Financial Private Wealth
Colorado
$3.92M -$545K -17,886 -12%
SS
44
Simplicity Solutions
Minnesota
$3.89M +$298K +9,775 +8%
CI
45
CX Institutional
Indiana
$3.54M +$1.29M +42,327 +57%
FA
46
Financial Advisors
Massachusetts
$3.48M – – –
VWA
47
VERITY Wealth Advisors
United States
$3.37M -$136K -4,476 -4%
Jane Street
48
Jane Street
New York
$3.32M +$3.32M +109,000 New
IFS
49
Ifrah Financial Services
Arkansas
$3.2M +$39.9K +1,309 +1%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$3.17M +$42.9K +1,407 +1%
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