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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

162 hedge funds and large institutions have $2.31B invested in iShares Currency Hedged MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+20
Holders Change %
+14.08%
% of All Funds
4.06%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.33%
New
40
Increased
53
Reduced
58
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
USAA
1
United Services Automobile Association
Texas
$109M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.01B
3
BIT
3
BlackRock Institutional Trust
California
$17.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$132M
5
UBS Group
5
UBS Group
Switzerland
$56.9M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$0
2
MI
2
Mercer Investments
Massachusetts
$27.5M
3
Jane Street
3
Jane Street
New York
$4.89M
4
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$2.16M
5
MFS
5
MSI Financial Services
Massachusetts
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$19K +706 New
IWM
152
IHT Wealth Management
Illinois
$19K +$19K +725 New
CAL
153
Capital Analysts LLC
Pennsylvania
$18K +$18K +675 New
FNBT
154
FineMark National Bank & Trust
Florida
$15K – – –
MRCM
155
M&R Capital Management
New Jersey
$15K +$15K +600 New
Creative Planning
156
Creative Planning
Kansas
$14K +$14K +549 New
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$7K +$7K +286 New
AA
158
Ancora Advisors
Ohio
$6K +$6K +219 New
AssetMark Inc
159
AssetMark Inc
California
$3K -$52.2K -2,278 -95%
CIM
160
Contravisory Investment Management
Massachusetts
$3K +$3K +129 New
Barclays
161
Barclays
United Kingdom
$2K +$2K +86 New
TD Asset Management
162
TD Asset Management
Ontario, Canada
– -$230M -9,275,000 Closed
HSBC Holdings
163
HSBC Holdings
United Kingdom
– -$6.94M -279,701 Closed
BlackRock
164
BlackRock
New York
– -$4.52M -182,019 Closed
OMC
165
Old Mission Capital
Illinois
– -$1.94M -78,077 Closed
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
– -$1.39M -55,943 Closed
VKH
167
Virtu KCG Holdings
New York
– -$799K -32,224 Closed
ACM
168
Aviance Capital Management
Florida
– -$770K -31,036 Closed
HFS
169
HL Financial Services
Kentucky
– -$375K -15,117 Closed
SWM
170
Stockman Wealth Management
Montana
– -$262K -10,550 Closed
CCWA
171
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$258K -10,386 Closed
CWM
172
Concert Wealth Management
California
– -$116K -4,704 Closed
ACM
173
Argentus Capital Management
Texas
– -$39K -1,588 Closed
BAM
174
Barrett Asset Management
New York
– -$33K -1,338 Closed
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
– -$20K -825 Closed
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