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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 %
DCM
151
Donaldson Capital Management
Indiana
$384K +$2.56K +90 +0.7%
FA
152
FCG Advisors
New Jersey
$376K +$376K +13,217 New
RBC
153
Roble Belko & Company
Pennsylvania
$366K – – –
Brown Advisory
154
Brown Advisory
Maryland
$362K +$114K +4,015 +46%
IPC
155
Independent Portfolio Consultants
Florida
$345K +$345K +12,128 New
SS
156
Simplicity Solutions
Minnesota
$327K +$327K +11,494 New
GMA
157
Goldstein Munger & Associates
California
$290K -$25.6K -900 -8%
FTI
158
Fiduciary Trust International
Massachusetts
$269K -$53.3K -1,872 -17%
BP
159
Ballentine Partners
Massachusetts
$267K +$267K +9,470 New
HB
160
Homrich & Berg
Georgia
$256K +$23.7K +837 +10%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$255K +$138K +4,869 +118%
WT
162
Whittier Trust
California
$240K – – –
WSTAM
163
Wilbanks Smith & Thomas Asset Management
Virginia
$235K -$5.26K -185 -2%
BCI
164
Brinker Capital Investments
Pennsylvania
$224K +$21.8K +769 +11%
Fidelity Investments
165
Fidelity Investments
Massachusetts
$208K +$208K +7,314 New
PR
166
Payden & Rygel
California
$188K – – –
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$170K -$94.2K -3,316 -36%
TIM
168
Tortoise Investment Management
New York
$135K – – –
GRP
169
Global Retirement Partners
California
$129K +$78.5K +2,770 +155%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$114K – – –
JCM
171
Jacobi Capital Management
Pennsylvania
$74K +$74K +2,623 New
UBS AM
172
UBS AM
Illinois
$71.8K +$66.6K +2,344 +1,288%
NFG
173
Next Financial Group
Texas
$67K – – –
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$57K +$29.2K +1,031 +105%
IDBONY
175
Israel Discount Bank of New York
New York
$50K – – –
5 6
7
8 9