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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

177 hedge funds and large institutions have $1.81B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-49
Holders Change %
-21.68%
% of All Funds
3.91%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
14
Increased
54
Reduced
76
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIG
Partners Capital Investment Group
Massachusetts
+$41.6M
2
Jane Street
Jane Street
New York
+$17.5M
3
FMT
First Mercantile Trust
Tennessee
+$16M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14M
5
UCFA
United Capital Financial Advisors
Texas
+$11M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$27.5M
2
Wells Fargo
Wells Fargo
California
-$22.7M
3
RGIA
Rainier Group Investment Advisory
Washington
-$18.1M
4
MWP
MYCIO Wealth Partners
Pennsylvania
-$15.9M
5
Morgan Stanley
Morgan Stanley
New York
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
101
Gladstone Institutional Advisory
Florida
$512K +$5.42K +224 +1%
SWP
102
Stratos Wealth Partners
Ohio
$480K +$28.5K +1,176 +6%
CWM
103
Cranbrook Wealth Management
Michigan
$454K -$163K -6,735 -26%
FFS
104
Founders Financial Securities
Maryland
$451K -$5.72M -236,171 -93%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$439K – – –
DT
106
Diversified Trust
Tennessee
$435K -$126K -5,200 -22%
FHC
107
First Heartland Consultants
Missouri
$429K -$421K -17,364 -50%
FI
108
Financial Insights
Washington
$424K +$194K +7,990 +84%
NSIM
109
North Star Investment Management
Illinois
$416K -$147K -6,082 -26%
HNB
110
Huntington National Bank
Ohio
$416K -$524K – –
ASN
111
Advisory Services Network
Georgia
$408K -$69.4K -2,865 -15%
MBT
112
Montecito Bank & Trust
California
$399K – – –
9WM
113
9258 Wealth Management
Ohio
$392K -$330K -12,950 -46%
IWM
114
IHT Wealth Management
Illinois
$364K -$8.28K -342 -2%
MAS
115
Managed Account Services
Florida
$361K -$118K -5,030 -25%
GVAG
116
Great Valley Advisor Group
Delaware
$348K +$21K +868 +6%
CA
117
Cetera Advisors
Colorado
$345K -$63K -2,603 -15%
FC
118
Forte Capital
New York
$343K – – –
DWT
119
Dorsey & Whitney Trust
South Dakota
$343K +$48.4K +2,000 +16%
MIAN
120
Mariner Independent Advisor Network
Kansas
$339K -$45.6K -1,955 -12%
CAL
121
Capital Advisors Ltd
Ohio
$330K – – –
NA
122
NewEdge Advisors
Louisiana
$330K +$23.7K +978 +8%
SCM
123
Stonehearth Capital Management
Massachusetts
$319K – – –
SCM
124
Silvant Capital Management
Georgia
$314K – – –
BIA
125
Bigelow Investment Advisors
Maine
$292K -$113K -4,642 -28%
3 4
5
6 7