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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

194 hedge funds and large institutions have $2.64B invested in iShares Currency Hedged MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-6
Holders Change %
-3%
% of All Funds
4.44%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
19
Increased
55
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$54.3M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$42.7M
3
PV
Private Vista
Illinois
+$7.32M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.56M
5
Northern Trust
Northern Trust
Illinois
+$3.75M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$24.9M
2
HCA
Horan Capital Advisors
Ohio
-$12.4M
3
Morgan Stanley
Morgan Stanley
New York
-$10.7M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$10.7M
5
Goldman Sachs
Goldman Sachs
New York
-$9.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$1.26M +$421K +14,055 +50%
CI
77
CX Institutional
Indiana
$1.26M +$1.26M +41,904 New
GA
78
Greytown Advisors
Florida
$1.21M – – –
FHA
79
First Horizon Advisors
Tennessee
$1.2M +$1.2M +40,224 New
CWM
80
Confluence Wealth Management
Oregon
$1.18M – – –
CG
81
Colony Group
Massachusetts
$1.16M -$24.3K -810 -2%
FAIM
82
Financial Advocates Investment Management
Washington
$1.12M -$364K -12,151 -25%
SBL
83
Sargent Bickham Lagudis
Colorado
$1.11M – – –
CAM
84
Covenant Asset Management
New Jersey
$1.08M +$13K +435 +1%
BF
85
BOK Financial
Oklahoma
$1.06M -$205K -6,838 -16%
SC
86
SouthState Corp
Florida
$1.05M – – –
BAM
87
Bruderman Asset Management
New York
$1.01M -$53.9K -1,799 -5%
PA
88
PFG Advisors
Arizona
$992K -$508K -18,203 -34%
BCM
89
Brookstone Capital Management
Illinois
$989K -$24.9M -830,411 -96%
PAG
90
Private Advisor Group
New Jersey
$970K +$470K +15,706 +94%
CCM
91
Condor Capital Management
New Jersey
$957K +$23.9K +799 +3%
SB
92
Suntrust Banks
Georgia
$956K -$34K -1,135 -3%
BIM
93
Bridges Investment Management
Nebraska
$933K +$933K +31,154 New
ABC
94
Associated Banc-Corp
Wisconsin
$923K -$29.9K -1,000 -3%
CCMG
95
Clark Capital Management Group
Pennsylvania
$917K -$53.5K -1,788 -6%
SCM
96
Stonehearth Capital Management
Massachusetts
$900K – – –
OMC
97
Old Mission Capital
Illinois
$874K – – –
CWM
98
Cranbrook Wealth Management
Michigan
$871K – – –
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$856K +$89.1K +2,976 +12%
GFPC
100
Global Financial Private Capital
Florida
$817K -$8.84K -295 -1%
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4
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