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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 %
BWA
201
BDO Wealth Advisors
Florida
$25K – – –
WTB
202
Washington Trust Bank
Washington
$24K +$15.1K +508 +169%
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.6K – – –
MRCM
204
M&R Capital Management
New Jersey
$17K – – –
MCM
205
MV Capital Management
Maryland
$14K – – –
YWP
206
YorkBridge Wealth Partners
New York
$11K – – –
NPC
207
National Planning Corporation
California
$10.5K -$1.63M -54,783 -99%
SWP
208
Strategic Wealth Partners
Ohio
$8K +$8K +246 New
SEI Investments
209
SEI Investments
Pennsylvania
$7K +$1.75K +61 +33%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
SP
211
SWS Partners
Ohio
$6K +$6K +193 New
LNB
212
Ledyard National Bank
$6K +$6K +205 New
PA
213
Parallel Advisors
California
$4K +$2K +70 +100%
NC
214
NewSquare Capital
Pennsylvania
$4K +$4K +137 New
WEC
215
Winslow Evans & Crocker
Massachusetts
$2.08K – – –
HNB
216
Huntington National Bank
Ohio
$2K -$8K – –
APSP
217
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K +$492 +16 +33%
VCM
218
Virtue Capital Management
Tennessee
$2K +$2K +63 New
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1K -$1.03K -41 -51%
FRA
220
Front Row Advisors
California
$1K +$1K +33 New
CA
221
Calton & Associates
Florida
$1K +$1K +36 New
PCG
222
Private Capital Group
Connecticut
$407 +$407 +386 New
Mirae Asset Global Investments
223
Mirae Asset Global Investments
South Korea
– -$7.7M -266,150 Closed
ICOA
224
Investment Centers of America
North Dakota
– -$4.38M -151,741 Closed
IT
225
Independence Trust
Tennessee
– -$1.15M -39,846 Closed
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