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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 %
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$41K – – –
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$41K +$15.7K +550 +62%
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$27.4K +966 +286%
SPIA
179
Steward Partners Investment Advisory
New York
$35K – – –
VWA
180
V Wealth Advisors
Kansas
$34K +$34K +1,197 New
PWM
181
Perigon Wealth Management
California
$32K – – –
WEC
182
Winslow Evans & Crocker
Massachusetts
$31.7K -$28 -1 -0.1%
SCP
183
Syntal Capital Partners
Texas
$31.6K +$3.81K +133,961 +14%
AIM
184
Advantage Investment Management
Iowa
$25K +$25K +877 New
PS
185
Portfolio Solutions
Michigan
$19K – – –
MRCM
186
M&R Capital Management
New Jersey
$16K – – –
PA
187
Parallel Advisors
California
$16K +$16K +555 New
MCM
188
MV Capital Management
Maryland
$14K +$14K +476 New
YWP
189
YorkBridge Wealth Partners
New York
$11K +$3.44K +125 +45%
AssetMark Inc
190
AssetMark Inc
California
$11K +$7.25K +244 +194%
RCG
191
Ruggie Capital Group
Florida
$9K +$9K +305 New
PRS
192
Pinkerton Retirement Specialists
Idaho
$7K +$7K +245 New
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$6K -$1.76K -59 -23%
TSW
194
Thompson Siegel & Walmsley
Virginia
$2K – – –
APSP
195
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K +$2K +68 New
SEI Investments
196
SEI Investments
Pennsylvania
$2K +$2K +84 New
IWM
197
IHT Wealth Management
Illinois
$160 – – –
KP
198
Keel Point
Alabama
– -$9.52M -345,777 Closed
ACS
199
Archford Capital Strategies
Illinois
– -$3.92M -142,374 Closed
Franklin Resources
200
Franklin Resources
California
– -$3.67M -133,300 Closed
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