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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 %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$2.82M +$2.82M +102,518 New
OAM
52
Oppenheimer Asset Management
New York
$2.7M -$144K -5,235 -5%
LFG
53
LifePlan Financial Group
Ohio
$2.63M +$490K +17,805 +23%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$2.57M -$1.85M – –
AAS
55
Avantax Advisory Services
Texas
$2.23M +$1.94M +70,540 +678%
CCA
56
Clearwater Capital Advisors
Illinois
$2.09M -$86.9K -3,154 -4%
Citadel Advisors
57
Citadel Advisors
Florida
$2.04M +$2.04M +74,219 New
CI
58
CX Institutional
Indiana
$2.03M +$33.3K +1,210 +2%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.85M +$10.4K +377 +0.6%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.76M +$811K +29,452 +86%
MWA
61
Meridian Wealth Advisors
Texas
$1.74M +$4.68K +170 +0.3%
RJA
62
Raymond James & Associates
Florida
$1.73M -$2.74M -99,650 -61%
MWM
63
Maltin Wealth Management
New Jersey
$1.48M -$114K -4,145 -7%
PPA
64
Parametric Portfolio Associates
Washington
$1.32M -$37.7K -1,367 -3%
GBT
65
Grove Bank & Trust
Florida
$1.31M – – –
CAN
66
Cetera Advisor Networks
California
$1.29M -$260K -9,446 -17%
WQ
67
Wealth Quarterback
New Jersey
$1.26M – – –
LA
68
LVW Advisors
New York
$1.19M +$16.1K +585 +1%
CWM
69
Confluence Wealth Management
Oregon
$1.11M +$1.11M +36,958 New
Citigroup
70
Citigroup
New York
$1.06M +$113K +4,109 +12%
CRCM
71
Corbett Road Capital Management
Virginia
$1M -$147K -5,327 -13%
LWA
72
LWS Wealth Advisors
New Jersey
$992K +$10.8K +394 +1%
PAG
73
Private Advisor Group
New Jersey
$941K +$11.8K +428 +1%
AWS
74
AJ Wealth Strategies
New York
$933K – – –
CTA
75
Colonial Trust Advisors
South Carolina
$931K -$60.4K -2,194 -6%
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