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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

226 hedge funds and large institutions have $2.4B invested in iShares Currency Hedged MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+26
Holders Change %
+13%
% of All Funds
4.46%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
40
Increased
65
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.45M
2
US Bancorp
US Bancorp
Minnesota
+$7.35M
3
UCFA
United Capital Financial Advisors
Texas
+$7.32M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.54M
5
Morgan Stanley
Morgan Stanley
New York
+$4.38M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$10.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.86M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$4.41M
4
Jane Street
Jane Street
New York
-$2.9M
5
FTUS
Flow Traders U.S.
New York
-$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
101
Flow Traders U.S.
New York
$1.01M -$2.74M -89,741 -73%
LWA
102
LWS Wealth Advisors
New Jersey
$986K +$986K +32,307 New
TC
103
Telemus Capital
Michigan
$979K -$21.2K -694 -2%
CRCM
104
Corbett Road Capital Management
Virginia
$958K +$958K +31,385 New
CTA
105
Colonial Trust Advisors
South Carolina
$953K -$103K -3,381 -10%
BIM
106
Bridges Investment Management
Nebraska
$951K – – –
FA
107
Financial Advisors
Massachusetts
$943K – – –
FFN
108
Focus Financial Network
Minnesota
$935K +$618K +20,245 +195%
BAM
109
Bruderman Asset Management
New York
$897K -$95.6K -3,091 -10%
CCM
110
Condor Capital Management
New Jersey
$890K -$14K -459 -2%
WT
111
Whittier Trust
California
$882K -$37.1K -1,217 -4%
9WM
112
9258 Wealth Management
Ohio
$864K +$184K +6,018 +27%
BUB
113
BBVA USA Bancshares
Texas
$824K -$12.5K -410 -1%
CWM
114
Cranbrook Wealth Management
Michigan
$778K -$31K -1,015 -4%
SC
115
SouthState Corp
Florida
$772K – – –
SGCA
116
Steel Grove Capital Advisors
Tennessee
$734K – – –
NSIM
117
North Star Investment Management
Illinois
$710K +$9.88K +324 +1%
DT
118
Diversified Trust
Tennessee
$706K – – –
AWM
119
AE Wealth Management
Kansas
$698K +$698K +22,878 New
WIA
120
World Investment Advisors
California
$688K +$688K +22,548 New
NCP
121
NexWave Capital Partners
New York
$677K +$677K +22,176 New
SAM
122
Summit Asset Management
Tennessee
$664K +$50.6K +1,658 +8%
SS
123
Simplicity Solutions
Minnesota
$662K +$662K +21,683 New
BSW
124
Buckingham Strategic Wealth
Missouri
$657K – – –
GIA
125
Gladstone Institutional Advisory
Florida
$639K -$15.4K -505 -2%
3 4
5
6 7