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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

221 hedge funds and large institutions have $3.54B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+26
Holders Change %
+13.33%
% of All Funds
5.02%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
44
Increased
84
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.31B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$277M
3
LPL Financial
3
LPL Financial
California
$80.8M
4
UBS Group
4
UBS Group
Switzerland
$92.4M
5
PAS
5
Park Avenue Securities
New York
$55.4M

Top Sellers

1
WBG
1
Wharton Business Group
Pennsylvania
$22.9M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$0
3
AF
3
Ally Financial
Michigan
$30.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.3M
5
BF
5
BOK Financial
Oklahoma
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
101
Venturi Wealth Management
Texas
$1.5M +$343K +11,560 +30%
CAM
102
Concorde Asset Management
Michigan
$1.5M -$60.3K -2,031 -4%
LA
103
LVW Advisors
New York
$1.46M – – –
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$1.45M +$94.2K +3,175 +7%
PCIG
105
Partners Capital Investment Group
Massachusetts
$1.44M +$223K +7,514 +18%
CCM
106
Colorado Capital Management
Colorado
$1.4M -$232K -7,814 -14%
SBL
107
Sargent Bickham Lagudis
Colorado
$1.35M -$10.1K -340 -0.7%
WI
108
Wintrust Investments
Illinois
$1.31M +$883K +29,750 +209%
CG
109
Colony Group
Massachusetts
$1.3M +$1.01M +33,896 +345%
IA
110
IFP Advisors
Florida
$1.29M +$77K +2,594 +6%
GA
111
Greytown Advisors
Florida
$1.21M – – –
CWM
112
Confluence Wealth Management
Oregon
$1.2M – – –
PGA
113
Premia Global Advisors
Florida
$1.16M +$1.16M +39,203 New
GFPC
114
Global Financial Private Capital
Florida
$1.15M -$32.1K -1,081 -3%
VC
115
Vicus Capital
Pennsylvania
$1.12M +$57.5K +1,938 +5%
BAM
116
Bruderman Asset Management
New York
$1.12M -$9.26K -312 -0.8%
LSAG
117
Lake Street Advisors Group
New Hampshire
$1.11M +$1.11M +37,231 New
PCMK
118
Paragon Capital Management (Kansas)
Kansas
$1.09M +$1.09M +36,854 New
ABC
119
Associated Banc-Corp
Wisconsin
$1.09M -$55.7K -1,875 -5%
SFS
120
Sowell Financial Services
Arkansas
$1.04M +$52.7K +1,725 +5%
CAM
121
Covenant Asset Management
New Jersey
$1.04M +$53.1K +1,790 +5%
SC
122
SouthState Corp
Florida
$1.04M +$1.04M +34,950 New
FAIM
123
Financial Advocates Investment Management
Washington
$1.02M +$1.02M +34,282 New
SCM
124
Stonehearth Capital Management
Massachusetts
$972K -$87.1K -2,936 -8%
CCM
125
Condor Capital Management
New Jersey
$921K -$14.5K -489 -2%
3 4
5
6 7