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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

201 hedge funds and large institutions have $2.3B invested in iShares Currency Hedged MSCI EAFE ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
16
Increased
56
Reduced
74
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$57.2M
2
Victory Capital Management
Victory Capital Management
Texas
$9.55M
3
US Bancorp
US Bancorp
Minnesota
$46.6M
4
FMP
Financial Management Professionals
Texas
$5.21M
5
CI
CX Institutional
Indiana
$2.59M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.01B
2
FTUS
Flow Traders U.S.
New York
$0
3
RCM
RNC Capital Management
California
$2.68M
4
Ameriprise
Ameriprise
Minnesota
$26.7M
5
BFPW
BOK Financial Private Wealth
Colorado
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
176
BerganKDV Wealth Management
Minnesota
$35K – – –
CFGS
177
Concourse Financial Group Securities
Alabama
$29K – – –
SCA
178
Stonebridge Capital Advisors
Minnesota
$29K +$29K +983 New
CFD
179
Creative Financial Designs
Indiana
$26K – – –
BWA
180
BDO Wealth Advisors
Florida
$26K – – –
GWM
181
Geneos Wealth Management
Colorado
$26K +$26K +897 New
TCOV
182
Trust Company of Vermont
Vermont
$21K – – –
WB
183
Webster Bank
Connecticut
$19K -$935 -32 -5%
GSWM
184
Golden State Wealth Management
California
$17K – – –
MRCM
185
M&R Capital Management
New Jersey
$17K – – –
WCG
186
Weaver Consulting Group
California
$15K – – –
FHA
187
Flagship Harbor Advisors
Massachusetts
$14K -$23.1K -791 -62%
SFA
188
Semmax Financial Advisors
North Carolina
$12K -$14.9K -479 -55%
YWP
189
YorkBridge Wealth Partners
New York
$12K – – –
APSP
190
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K – – –
LWM
191
Liberty Wealth Management
California
$10K +$4.94K +171 +98%
EWM
192
Elmwood Wealth Management
California
$10K +$8.88K +309 +792%
BHWM
193
Bay Harbor Wealth Management
Maryland
$8K +$8K +271 New
SWP
194
Strategic Wealth Partners
Ohio
$7K – – –
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$6K +$6K +197 New
MWC
196
MKD Wealth Coaches
Michigan
$5K – – –
APA
197
American Portfolios Advisors
New York
$4.12K +$4.12K +138 New
TRCT
198
Tower Research Capital (TRC)
New York
$4K -$136K -4,914 -97%
SIS
199
Sound Income Strategies
Florida
$4K – – –
GT
200
Glenmede Trust
Pennsylvania
$3.18K -$156 -5,248 -5%
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