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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

221 hedge funds and large institutions have $3.54B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+26
Holders Change %
+13.33%
% of All Funds
5.02%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
44
Increased
84
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.31B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$277M
3
LPL Financial
3
LPL Financial
California
$80.8M
4
UBS Group
4
UBS Group
Switzerland
$92.4M
5
PAS
5
Park Avenue Securities
New York
$55.4M

Top Sellers

1
WBG
1
Wharton Business Group
Pennsylvania
$22.9M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$0
3
AF
3
Ally Financial
Michigan
$30.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.3M
5
BF
5
BOK Financial
Oklahoma
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
176
Brinker Capital Investments
Pennsylvania
$228K -$5.99K -202 -3%
WSTAM
177
Wilbanks Smith & Thomas Asset Management
Virginia
$224K -$22.1K -745 -9%
BCA
178
Berman Capital Advisors
Georgia
$221K +$221K +7,445 New
RVPG
179
Relative Value Partners Group
$217K +$7.76K +261 +4%
UBS AM
180
UBS AM
Illinois
$216K +$76.4K +2,572 +55%
KeyBank National Association
181
KeyBank National Association
Ohio
$202K +$202K +6,788 New
PR
182
Payden & Rygel
California
$196K – – –
GRP
183
Global Retirement Partners
California
$178K +$24.5K +825 +16%
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$176K +$102K +3,294 +136%
CPIG
185
Chicago Partners Investment Group
Illinois
$163K – – –
CCM
186
Covington Capital Management
California
$143K +$116K +3,900 +429%
TIM
187
Tortoise Investment Management
New York
$142K – – –
ASN
188
Advisory Services Network
Georgia
$110K -$11.4K -387 -9%
PWM
189
Perigon Wealth Management
California
$79K +$45.5K +1,525 +136%
JCM
190
Jacobi Capital Management
Pennsylvania
$53K -$31.4K -1,023 -37%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$49K – – –
DBT
192
Dubuque Bank & Trust
Iowa
$45K +$44.4K +1,500 +7,895%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$43K – – –
RFC
194
Regions Financial Corp
Alabama
$40K +$40K +1,351 New
SPIA
195
Steward Partners Investment Advisory
New York
$37K -$2.1K -72 -5%
PS
196
Portfolio Solutions
Michigan
$37K – – –
CTC
197
Central Trust Company
Missouri
$33K +$33K +1,100 New
GTAM
198
Global Trust Asset Management
Florida
$32K +$32K +1,082 New
MPPLM
199
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$27K +$27K +915 New
AFNAS
200
American Financial Network Advisory Services
California
$25K – – –
6 7
8
9 10