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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

160 hedge funds and large institutions have $1.81B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-7
Holders Change %
-4.19%
% of All Funds
3.24%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
11
Increased
48
Reduced
70
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$58.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.3M
3
Ameriprise
Ameriprise
Minnesota
+$4.08M
4
AWE
Avidian Wealth Enterprises
Texas
+$3.96M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.82M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$60.6M
2
Goldman Sachs
Goldman Sachs
New York
-$30.3M
3
UBS Group
UBS Group
Switzerland
-$17M
4
Morgan Stanley
Morgan Stanley
New York
-$14.6M
5
PI
PFS Investments
Georgia
-$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
126
SVB Wealth
Massachusetts
$132K – – –
TIM
127
Tortoise Investment Management
New York
$131K – – –
FFA
128
Founders Financial Alliance
North Carolina
$127K +$127K +4,554 New
CCM
129
Covington Capital Management
California
$107K – – –
Deutsche Bank
130
Deutsche Bank
Germany
$101K -$276K -10,000 -73%
BFEC
131
Benjamin F. Edwards & Company
Missouri
$100K -$16.9K -618 -14%
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.1K +$36.3K +1,317 +58%
CHAM
133
Clear Harbor Asset Management
Connecticut
$92.9K +$92.9K +3,375 New
TRCT
134
Tower Research Capital (TRC)
New York
$74K +$61.1K +2,212 +476%
APWA
135
Atlas Private Wealth Advisors
New Jersey
$70K -$411 -15 -0.6%
AP
136
Arlington Partners
Alabama
$67K – – –
GRP
137
Global Retirement Partners
California
$61K +$500 +18 +0.8%
AF
138
Allworth Financial
California
$51K +$683 +25 +1%
IA
139
IFP Advisors
Florida
$49K +$34.6K +1,253 +241%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$38K -$5.48K -197 -13%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$37K +$2.46K +89 +7%
ASN
142
Advisory Services Network
Georgia
$30K -$224K -8,122 -88%
BWM
143
Baystate Wealth Management
Massachusetts
$29K +$29K +1,047 New
CFGS
144
Concourse Financial Group Securities
Alabama
$27K – – –
AWM
145
Avior Wealth Management
Nebraska
$26K -$1.55K -57 -6%
Bessemer Group
146
Bessemer Group
New Jersey
$23K – – –
SPIA
147
Steward Partners Investment Advisory
New York
$17K +$334 +12 +2%
RG
148
Retirement Group
California
$17K +$17K +600 New
MRCM
149
M&R Capital Management
New Jersey
$16K – – –
WCG
150
Weaver Consulting Group
California
$14K – – –
4 5
6
7 8