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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

136 hedge funds and large institutions have $2.85B invested in iShares Currency Hedged MSCI EAFE ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-5
Holders Change %
-3.55%
% of All Funds
3.63%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
21
Increased
52
Reduced
52
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$801M
2
Goldman Sachs
Goldman Sachs
New York
$958M
3
Northern Trust
Northern Trust
Illinois
$46.4M
4
FTUS
Flow Traders U.S.
New York
$11M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.2M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
ACM
Aviance Capital Management
Florida
$485K
3
MI
Mercer Investments
Massachusetts
$68.6M
4
HB
Homrich & Berg
Georgia
$1.54M
5
WBG
Wharton Business Group
Pennsylvania
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
126
Valley National Advisers
Pennsylvania
$74K – – –
BCI
127
Brinker Capital Investments
Pennsylvania
$60K +$60K +2,507 New
NFG
128
Next Financial Group
Texas
$47K -$119K -5,075 -72%
FNBT
129
FineMark National Bank & Trust
Florida
$47K +$33.2K +1,400 +241%
GT
130
Glenmede Trust
Pennsylvania
$46K -$2.4M -101,130 -98%
MWP
131
MYCIO Wealth Partners
Pennsylvania
$33K +$143 +6 +0.4%
BAM
132
Barrett Asset Management
New York
$32K +$32K +1,338 New
WEC
133
Winslow Evans & Crocker
Massachusetts
$26.6K -$24 -1 -0.1%
WCM
134
Wealthcare Capital Management
Virginia
$16K -$24.3K -1,017 -60%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$8K -$18.6K -772 -70%
Bank of Nova Scotia
136
Bank of Nova Scotia
Ontario, Canada
– -$35.9M -1,411,901 Closed
BWP
137
BSW Wealth Partners
Colorado
– -$9.32M -367,019 Closed
VWM
138
Venturi Wealth Management
Texas
– -$7.38M -290,358 Closed
B
139
Brightworth
Georgia
– -$6.71M -264,242 Closed
SWP
140
Stratos Wealth Partners
Ohio
– -$5.47M -215,477 Closed
Federated Hermes
141
Federated Hermes
Pennsylvania
– -$2.83M -111,500 Closed
AI
142
Atria Investments
North Carolina
– -$2.34M -98,911 Closed
SC
143
Scotia Capital
Ontario, Canada
– -$1.7M -69,252 Closed
CFA
144
Camarda Financial Advisors
Florida
– -$1.09M -43,055 Closed
TCM
145
Tuttle Capital Management
Connecticut
– -$978K -38,522 Closed
PWMAG
146
Pinnacle Wealth Management Advisory Group
New Jersey
– -$918K -36,125 Closed
CS
147
Credit Suisse
Switzerland
– -$450K -17,723 Closed
AIA
148
Alerus Investment Advisors
Minnesota
– -$349K -13,750 Closed
BAAM
149
Baker Avenue Asset Management
California
– -$303K -11,932 Closed
HA
150
Hays Advisory
Tennessee
– -$301K -11,869 Closed
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