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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

177 hedge funds and large institutions have $1.81B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-49
Holders Change %
-21.68%
% of All Funds
3.91%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
14
Increased
54
Reduced
76
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIG
Partners Capital Investment Group
Massachusetts
+$41.6M
2
Jane Street
Jane Street
New York
+$17.5M
3
FMT
First Mercantile Trust
Tennessee
+$16M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14M
5
UCFA
United Capital Financial Advisors
Texas
+$11M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$27.5M
2
Wells Fargo
Wells Fargo
California
-$22.7M
3
RGIA
Rainier Group Investment Advisory
Washington
-$18.1M
4
MWP
MYCIO Wealth Partners
Pennsylvania
-$15.9M
5
Morgan Stanley
Morgan Stanley
New York
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.2K – – –
GRP
152
Global Retirement Partners
California
$50K +$7.11K +292 +17%
SF
153
Synovus Financial
Georgia
$46K +$46K +1,915 New
AWM
154
Avior Wealth Management
Nebraska
$42K -$15K -624 -26%
PA
155
Procyon Advisors
Connecticut
$41K – – –
GTAM
156
Global Trust Asset Management
Florida
$35K -$7.98K -330 -19%
BWM
157
BerganKDV Wealth Management
Minnesota
$28K – – –
IA
158
IFP Advisors
Florida
$27K -$6.29M -256,774 -100%
CFGS
159
Concourse Financial Group Securities
Alabama
$24K – – –
SPIA
160
Steward Partners Investment Advisory
New York
$22K – – –
GWM
161
Geneos Wealth Management
Colorado
$21K – – –
Bessemer Group
162
Bessemer Group
New Jersey
$21K – – –
BWA
163
BDO Wealth Advisors
Florida
$21K – – –
GSWM
164
Golden State Wealth Management
California
$21K +$21K +850 New
SCA
165
Stonebridge Capital Advisors
Minnesota
$20K – – –
OPS
166
Orion Portfolio Solutions
Nebraska
$15K +$9.48K +393 +172%
PMFA
167
Plante Moran Financial Advisors
Michigan
$15K +$15K +601 New
MRCM
168
M&R Capital Management
New Jersey
$14K – – –
WCG
169
Weaver Consulting Group
California
$12K – – –
RCA
170
Ranch Capital Advisors
Florida
$11K +$11K +486 New
AWM
171
Atticus Wealth Management
Florida
$10K +$119 +5 +1%
SFA
172
Semmax Financial Advisors
North Carolina
$9K – – –
WB
173
Webster Bank
Connecticut
$6K – – –
LWM
174
Liberty Wealth Management
California
$4K – – –
SIS
175
Sound Income Strategies
Florida
$2K – – –
5 6
7
8 9