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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

198 hedge funds and large institutions have $3.56B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+12
Holders Change %
+6.45%
% of All Funds
4.94%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.57%
New
33
Increased
97
Reduced
38
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$138M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$74.8M
3
MML Investors Services
MML Investors Services
Massachusetts
+$74.5M
4
Goldman Sachs
Goldman Sachs
New York
+$54.7M
5
LPL Financial
LPL Financial
California
+$32.2M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$48.7M
2
KP
Keel Point
Alabama
-$9.52M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$3.92M
4
ACS
Archford Capital Strategies
Illinois
-$3.92M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
126
Diversified Trust
Tennessee
$658K – – –
GT
127
Glenmede Trust
Pennsylvania
$656K – – –
NSIM
128
North Star Investment Management
Illinois
$653K +$4.97K +175 +0.8%
GA
129
Geneva Advisors
Illinois
$651K +$199K +6,985 +44%
KA
130
Kovack Advisors
Florida
$627K +$400K +14,075 +176%
CAL
131
Capital Advisors Ltd
Ohio
$613K – – –
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$607K +$607K +21,365 New
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$589K +$183K +6,456 +45%
SB
134
Suntrust Banks
Georgia
$583K +$127K +4,463 +28%
F
135
Filament
Washington
$565K +$565K +19,915 New
VFA
136
Virtus Fund Advisers
Connecticut
$562K -$1.78M -62,581 -76%
VC
137
Vicus Capital
Pennsylvania
$540K +$540K +19,009 New
ASN
138
Advisory Services Network
Georgia
$527K +$123K +4,336 +31%
UCFA
139
United Capital Financial Advisors
Texas
$506K -$2.39K -84 -0.5%
1832 Asset Management
140
1832 Asset Management
Ontario, Canada
$503K +$503K +17,684 New
SHIM
141
Stone House Investment Management
Pennsylvania
$494K +$13.8K +484 +3%
HL
142
HeadInvest LLC
Maine
$489K – – –
LGWM
143
Litman Gregory Wealth Management
California
$488K – – –
FHC
144
First Heartland Consultants
Missouri
$469K +$39.6K +1,392 +9%
B
145
Brightworth
Georgia
$466K – – –
SAM
146
Summit Asset Management
Tennessee
$432K – – –
RSA
147
Robertson Stephens Advisors
California
$425K – – –
CG
148
Colony Group
Massachusetts
$413K -$59.7K -2,100 -13%
Creative Planning
149
Creative Planning
Kansas
$406K +$406K +14,276 New
CAN
150
Cetera Advisor Networks
California
$385K +$15.5K +544 +4%
4 5
6
7 8