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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

211 hedge funds and large institutions have $2.11B invested in iShares Currency Hedged MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+17
Holders Change %
+8.76%
% of All Funds
4.71%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
37
Increased
54
Reduced
82
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$28.7M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$24.5M
3
PI
PFS Investments
Georgia
+$20.8M
4
Northern Trust
Northern Trust
Illinois
+$19M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$10.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$127M
2
CWM
Cornerstone Wealth Management
Missouri
-$52.4M
3
Wells Fargo
Wells Fargo
California
-$18.9M
4
PV
Private Vista
Illinois
-$14.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
201
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K +$101 +4 +1%
SWP
202
Strategic Wealth Partners
Ohio
$7K – – –
CFGS
203
Concourse Financial Group Securities
Alabama
$6K +$6K +234 New
GT
204
Glenmede Trust
Pennsylvania
$4.3K +$3.87K +150,092 +903%
FCA
205
FinTrust Capital Advisors
South Carolina
$4K +$4K +159 New
LWM
206
Liberty Wealth Management
California
$4K +$4K +175 New
PA
207
Parallel Advisors
California
$2K – – –
BHWM
208
Bay Harbor Wealth Management
Maryland
$2K +$2K +85 New
BRC
209
Bell Rock Capital
Delaware
$1K – – –
FRA
210
Front Row Advisors
California
$1K – – –
AIM
211
Advantage Investment Management
Iowa
$1K +$1K +42 New
NA
212
NewEdge Advisors
Louisiana
$407 +$47 +1,825 +13%
HA
213
Hays Advisory
Tennessee
– -$1.36M -45,540 Closed
BCM
214
Brookstone Capital Management
Illinois
– -$989K -33,028 Closed
SB
215
Suntrust Banks
Georgia
– -$956K -31,937 Closed
CCMG
216
Clark Capital Management Group
Pennsylvania
– -$917K -30,642 Closed
WP
217
WealthPLAN Partners
Nebraska
– -$624K -22,764 Closed
CAM
218
Concorde Asset Management
Michigan
– -$365K -12,246 Closed
Manulife (Manufacturers Life Insurance)
219
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$350K -11,681 Closed
DAS
220
Dynamic Advisor Solutions
Arizona
– -$312K -10,410 Closed
FA
221
FDx Advisors
Illinois
– -$220K -7,342 Closed
Truist Financial
222
Truist Financial
North Carolina
– -$217K -7,245 Closed
WSTAM
223
Wilbanks Smith & Thomas Asset Management
Virginia
– -$195K -6,523 Closed
SG Americas Securities
224
SG Americas Securities
New York
– -$187K -6,257 Closed
CPIG
225
Chicago Partners Investment Group
Illinois
– -$150K -5,490 Closed
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