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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

211 hedge funds and large institutions have $2.11B invested in iShares Currency Hedged MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+17
Holders Change %
+8.76%
% of All Funds
4.71%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
37
Increased
54
Reduced
82
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$28.7M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$24.5M
3
PI
PFS Investments
Georgia
+$20.8M
4
Northern Trust
Northern Trust
Illinois
+$19M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$10.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$127M
2
CWM
Cornerstone Wealth Management
Missouri
-$52.4M
3
Wells Fargo
Wells Fargo
California
-$18.9M
4
PV
Private Vista
Illinois
-$14.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
151
Alliance Wealth Management Group
New Jersey
$273K -$186K -7,200 -41%
TCM
152
Towercrest Capital Management
Pennsylvania
$273K -$186K -7,200 -41%
WPSG
153
Wealth & Pension Services Group
Georgia
$271K -$357K -13,861 -57%
RVPG
154
Relative Value Partners Group
$240K +$6.45K +247 +3%
PAS
155
Park Avenue Securities
New York
$235K -$931K -34,806 -80%
ONB
156
Old National Bancorp
Indiana
$225K -$1.07M -41,430 -83%
Brown Advisory
157
Brown Advisory
Maryland
$219K -$254K -9,854 -54%
FHA
158
First Horizon Advisors
Tennessee
$216K -$815K -31,796 -79%
CWM
159
Cornerstone Wealth Management
Missouri
$207K -$52.4M -2,028,716 -100%
APW
160
Acima Private Wealth
Virginia
$204K +$204K +7,897 New
PFA
161
Pettinga Financial Advisors
Indiana
$201K +$201K +7,800 New
WT
162
Whittier Trust
California
$197K -$3.88K -150 -2%
BCI
163
Brinker Capital Investments
Pennsylvania
$195K -$3.12K -121 -2%
PR
164
Payden & Rygel
California
$170K – – –
AIC
165
Ameritas Investment Company
Nebraska
$153K +$153K +5,929 New
TFO
166
Tarbox Family Office
California
$144K – – –
NFG
167
Next Financial Group
Texas
$132K +$66.9K +2,583 +103%
UBS AM
168
UBS AM
Illinois
$125K -$2.3K -89 -2%
CCM
169
Covington Capital Management
California
$124K – – –
TIM
170
Tortoise Investment Management
New York
$123K – – –
GRP
171
Global Retirement Partners
California
$107K +$310 +12 +0.3%
CFA
172
Carroll Financial Associates
North Carolina
$92K +$42.9K +1,635 +87%
IWA
173
Intercontinental Wealth Advisors
Texas
$92K +$92K +3,580 New
WF
174
WealthTrust Fairport
Ohio
$85K – – –
Parallax Volatility Advisers
175
Parallax Volatility Advisers
California
$83K +$83K +3,220 +322,000%
5 6
7
8 9