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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

167 hedge funds and large institutions have $1.95B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-10
Holders Change %
-5.65%
% of All Funds
3.43%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.23%
New
16
Increased
38
Reduced
79
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$60.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$60.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37M
4
RGIA
Rainier Group Investment Advisory
Washington
+$16.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$10.2M

Top Sellers

1
FAG
Financial Advisory Group
Texas
-$144M
2
Goldman Sachs
Goldman Sachs
New York
-$96.6M
3
PV
Private Vista
Illinois
-$42.9M
4
FHB
First Hawaiian Bank
Hawaii
-$39.5M
5
Morgan Stanley
Morgan Stanley
New York
-$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
126
Brightworth
Georgia
$220K -$403K -14,626 -65%
APA
127
American Portfolios Advisors
New York
$216K +$128K +4,638 +145%
NFG
128
Next Financial Group
Texas
$204K +$41.8K +1,517 +26%
TFO
129
Tarbox Family Office
California
$154K – – –
TIM
130
Tortoise Investment Management
New York
$132K – – –
SW
131
SVB Wealth
Massachusetts
$132K – – –
BFEC
132
Benjamin F. Edwards & Company
Missouri
$118K +$8.19K +296 +7%
CCM
133
Covington Capital Management
California
$108K – – –
APWA
134
Atlas Private Wealth Advisors
New Jersey
$71K +$71K +2,570 New
AP
135
Arlington Partners
Alabama
$67K – – –
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63K – – –
GRP
137
Global Retirement Partners
California
$60K +$3.44K +125 +6%
AF
138
Allworth Financial
California
$51K +$51K +1,841 New
PA
139
Procyon Advisors
Connecticut
$46K – – –
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$43K +$43K +1,563 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$34K -$70K -2,575 -67%
BWM
142
BerganKDV Wealth Management
Minnesota
$32K – – –
AWM
143
Avior Wealth Management
Nebraska
$27K -$19.4K -728 -42%
CFGS
144
Concourse Financial Group Securities
Alabama
$27K – – –
GWM
145
Geneos Wealth Management
Colorado
$24K – – –
BWA
146
BDO Wealth Advisors
Florida
$24K – – –
Bessemer Group
147
Bessemer Group
New Jersey
$23K – – –
SPIA
148
Steward Partners Investment Advisory
New York
$17K -$9.17K -323 -35%
MRCM
149
M&R Capital Management
New Jersey
$16K – – –
IA
150
IFP Advisors
Florida
$15K -$16.9K -584 -53%
4 5
6
7 8