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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

194 hedge funds and large institutions have $2.64B invested in iShares Currency Hedged MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-6
Holders Change %
-3%
% of All Funds
4.44%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
19
Increased
55
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$54.3M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$42.7M
3
PV
Private Vista
Illinois
+$7.32M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.56M
5
Northern Trust
Northern Trust
Illinois
+$3.75M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$24.9M
2
HCA
Horan Capital Advisors
Ohio
-$12.4M
3
Morgan Stanley
Morgan Stanley
New York
-$10.7M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$10.7M
5
Goldman Sachs
Goldman Sachs
New York
-$9.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$43K – – –
CFD
177
Creative Financial Designs
Indiana
$41K – – –
RFC
178
Regions Financial Corp
Alabama
$40K – – –
FHA
179
Flagship Harbor Advisors
Massachusetts
$38K -$16.4K -549 -30%
BWM
180
BerganKDV Wealth Management
Minnesota
$35K +$684 +23 +2%
SIS
181
Sound Income Strategies
Florida
$34K -$8.55K -285 -20%
BBA
182
Braun-Bostich & Associates
Pennsylvania
$31K -$1.12M -37,426 -97%
TCOV
183
Trust Company of Vermont
Vermont
$21K – – –
WB
184
Webster Bank
Connecticut
$20K -$9.85K -336 -33%
SPIA
185
Steward Partners Investment Advisory
New York
$18K -$10.6K -363 -37%
MRCM
186
M&R Capital Management
New Jersey
$17K – – –
YWP
187
YorkBridge Wealth Partners
New York
$12K – – –
BWM
188
Baystate Wealth Management
Massachusetts
$11K +$11K +400 New
APSP
189
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$10K +352 New
SWP
190
Strategic Wealth Partners
Ohio
$7K – – –
NC
191
NewSquare Capital
Pennsylvania
$4K – – –
PA
192
Parallel Advisors
California
$3K – – –
BRC
193
Bell Rock Capital
Delaware
$2K – – –
FRA
194
Front Row Advisors
California
$1 – – –
HCA
195
Horan Capital Advisors
Ohio
– -$12.4M -418,115 Closed
KP
196
Keel Point
Alabama
– -$9.49M -320,539 Closed
Citadel Advisors
197
Citadel Advisors
Florida
– -$2.42M -81,868 Closed
FTUS
198
Flow Traders U.S.
New York
– -$2.07M -69,956 Closed
LSAG
199
Lake Street Advisors Group
New Hampshire
– -$917K -30,985 Closed
IWC
200
Integrated Wealth Concepts
Massachusetts
– -$618K -20,971 Closed
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