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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

210 hedge funds and large institutions have $2.3B invested in iShares Currency Hedged MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
4.55%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
24
Increased
58
Reduced
82
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RGIA
Rainier Group Investment Advisory
Washington
+$16.5M
2
Ameriprise
Ameriprise
Minnesota
+$16.3M
3
FFS
Founders Financial Securities
Maryland
+$9.37M
4
HI
Horizon Investments
North Carolina
+$9.33M
5
CCM
Coldstream Capital Management
Washington
+$9.32M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$27.7M
2
SCP
Syntal Capital Partners
Texas
-$24.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$23M
4
Northern Trust
Northern Trust
Illinois
-$11.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Avior Wealth Management
Nebraska
$67K +$67K +2,322 New
RFC
177
Regions Financial Corp
Alabama
$62K +$22.7K +780 +58%
PCG
178
Private Capital Group
Connecticut
$51K -$9.77K -337 -16%
GTAM
179
Global Trust Asset Management
Florida
$49K +$907 +32 +2%
UBS AM
180
UBS AM
Illinois
$48.4K -$91.4K -3,166 -65%
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43K – – –
DBT
182
Dubuque Bank & Trust
Iowa
$43K – – –
FHA
183
Flagship Harbor Advisors
Massachusetts
$36K – – –
BWM
184
BerganKDV Wealth Management
Minnesota
$34K – – –
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$32K -$9.11K -319 -22%
BBA
186
Braun-Bostich & Associates
Pennsylvania
$30K – – –
CFGS
187
Concourse Financial Group Securities
Alabama
$28K +$21.3K +750 +321%
BWA
188
BDO Wealth Advisors
Florida
$25K -$17.8K -611 -42%
CFD
189
Creative Financial Designs
Indiana
$25K – – –
SFA
190
Semmax Financial Advisors
North Carolina
$25K – – –
TCOV
191
Trust Company of Vermont
Vermont
$20K – – –
WB
192
Webster Bank
Connecticut
$19K – – –
MRCM
193
M&R Capital Management
New Jersey
$17K – – –
GSWM
194
Golden State Wealth Management
California
$17K +$17K +585 New
WCG
195
Weaver Consulting Group
California
$15K +$15K +495 New
RBC
196
Roble Belko & Company
Pennsylvania
$12K – – –
YWP
197
YorkBridge Wealth Partners
New York
$12K – – –
AIA
198
Alera Investment Advisors
Illinois
$11K -$10.5K -374 -49%
APSP
199
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$111 +4 +1%
SWP
200
Strategic Wealth Partners
Ohio
$7K – – –
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8
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