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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

167 hedge funds and large institutions have $1.95B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-10
Holders Change %
-5.65%
% of All Funds
3.43%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.23%
New
16
Increased
38
Reduced
79
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$60.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$60.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37M
4
RGIA
Rainier Group Investment Advisory
Washington
+$16.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$10.2M

Top Sellers

1
FAG
Financial Advisory Group
Texas
-$144M
2
Goldman Sachs
Goldman Sachs
New York
-$96.6M
3
PV
Private Vista
Illinois
-$42.9M
4
FHB
First Hawaiian Bank
Hawaii
-$39.5M
5
Morgan Stanley
Morgan Stanley
New York
-$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
176
Confluence Wealth Management
Oregon
– -$648K -26,756 Closed
SWP
177
Stratos Wealth Partners
Ohio
– -$480K -19,816 Closed
SCM
178
Stonehearth Capital Management
Massachusetts
– -$319K -13,196 Closed
LWP
179
Legacy Wealth Planning
Nevada
– -$267K -11,029 Closed
LW
180
Linscomb Wealth
Texas
– -$261K -10,785 Closed
TCM
181
Towercrest Capital Management
Pennsylvania
– -$256K -10,564 Closed
AWMG
182
Alliance Wealth Management Group
New Jersey
– -$256K -10,564 Closed
RVPG
183
Relative Value Partners Group
– -$246K -10,174 Closed
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
– -$238K -9,811 Closed
DACG
185
Donor Advised Charitable Giving
California
– -$215K -8,863 Closed
SF
186
Synovus Financial
Georgia
– -$46K -1,915 Closed
GSWM
187
Golden State Wealth Management
California
– -$21K -850 Closed
SCA
188
Stonebridge Capital Advisors
Minnesota
– -$20K -823 Closed
OPS
189
Orion Portfolio Solutions
Nebraska
– -$15K -622 Closed
PMFA
190
Plante Moran Financial Advisors
Michigan
– -$15K -601 Closed
AWM
191
Atticus Wealth Management
Florida
– -$10K -421 Closed
Qube Research & Technologies (QRT)
192
Qube Research & Technologies (QRT)
United Kingdom
– -$2K -72 Closed
FHA
193
Flagship Harbor Advisors
Massachusetts
– -$1K -42 Closed
GFPC
194
Global Financial Private Capital
Florida
– -$1K -33 Closed
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