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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

167 hedge funds and large institutions have $1.98B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+7
Holders Change %
+4.38%
% of All Funds
2.96%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
24
Increased
41
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$27.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27M
3
CCM
Coldstream Capital Management
Washington
+$18.8M
4
AWE
Avidian Wealth Enterprises
Texas
+$3.96M
5
Ameriprise
Ameriprise
Minnesota
+$3.89M

Top Sellers

1
PCIG
Partners Capital Investment Group
Massachusetts
-$52.9M
2
BlackRock
BlackRock
New York
-$7.57M
3
US Bancorp
US Bancorp
Minnesota
-$7.32M
4
Northern Trust
Northern Trust
Illinois
-$6.48M
5
Wells Fargo
Wells Fargo
California
-$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Avior Wealth Management
Nebraska
$30K +$1.06K +35 +4%
Bessemer Group
152
Bessemer Group
New Jersey
$26K – – –
DWMG
153
DB Wealth Management Group
California
$22K +$22K +726 New
SPIA
154
Steward Partners Investment Advisory
New York
$19K – – –
MRCM
155
M&R Capital Management
New Jersey
$18K – – –
RG
156
Retirement Group
California
$18K – – –
IA
157
IFP Advisors
Florida
$14K -$45.6K -1,356 -77%
RCA
158
Ranch Capital Advisors
Florida
$14K – – –
Fidelity Investments
159
Fidelity Investments
Massachusetts
$9K -$32.7K -1,050 -78%
WB
160
Webster Bank
Connecticut
$8K – – –
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$8K +$8K +271 New
LWM
162
Liberty Wealth Management
California
$5K – – –
IRC
163
Investors Research Corp
Georgia
$5K – – –
SIS
164
Sound Income Strategies
Florida
$3K – – –
RCM
165
Rain Capital Management
Oregon
$1K -$314K -13,489 -100%
FRA
166
Front Row Advisors
California
$1K – – –
GTAM
167
Global Trust Asset Management
Florida
$1K +$41 +2 +4%
TAMH
168
Taikang Asset Management (HK)
Hong Kong
– -$3.24M -117,698 Closed
WAS
169
Wealth Advisory Solutions
Indiana
– -$3M -108,837 Closed
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
– -$532K -19,310 Closed
DT
171
Diversified Trust
Tennessee
– -$494K -17,950 Closed
SBL
172
Sargent Bickham Lagudis
Colorado
– -$335K -12,165 Closed
CG
173
Colony Group
Massachusetts
– -$289K -10,510 Closed
CA
174
Cetera Advisors
Colorado
– -$230K -8,347 Closed
CHAM
175
Clear Harbor Asset Management
Connecticut
– -$92.9K -3,375 Closed
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