HEFA icon

iShares Currency Hedged MSCI EAFE ETF

226 hedge funds and large institutions have $2.4B invested in iShares Currency Hedged MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+26
Holders Change %
+13%
% of All Funds
4.46%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
40
Increased
65
Reduced
76
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$58K +$58K +1,909 New
GTAM
202
Global Trust Asset Management
Florida
$54K
GRP
203
Global Retirement Partners
California
$54K +$2.64K +86 +5%
PA
204
Procyon Advisors
Connecticut
$51K +$51K +1,675 New
BWM
205
BerganKDV Wealth Management
Minnesota
$36K
HWM
206
Howard Wealth Management
Connecticut
$36K +$36K +1,190 New
APA
207
American Portfolios Advisors
New York
$35K +$30.7K +1,007 +724%
Chevy Chase Trust
208
Chevy Chase Trust
Maryland
$33K +$33K +1,095 New
CFGS
209
Concourse Financial Group Securities
Alabama
$30K +$7.13K +234 +31%
SPIA
210
Steward Partners Investment Advisory
New York
$28K -$93.9K -3,092 -77%
GWM
211
Geneos Wealth Management
Colorado
$27K
BWA
212
BDO Wealth Advisors
Florida
$26K
Bessemer Group
213
Bessemer Group
New Jersey
$26K +$26K +848 New
SCA
214
Stonebridge Capital Advisors
Minnesota
$25K
MRCM
215
M&R Capital Management
New Jersey
$18K
VRM
216
Vectors Research Management
New York
$18K +$18K +576 New
WCG
217
Weaver Consulting Group
California
$15K
FHA
218
Flagship Harbor Advisors
Massachusetts
$15K +$503 +17 +3%
CA
219
CXI Advisors
Indiana
$14K +$14K +447 New
AWM
220
Atticus Wealth Management
Florida
$13K +$13K +416 New
SFA
221
Semmax Financial Advisors
North Carolina
$12K
AF
222
Affiance Financial
Minnesota
$10K +$10K +327 New
WB
223
Webster Bank
Connecticut
$8K -$12.8K -400 -62%
OPS
224
Orion Portfolio Solutions
Nebraska
$7K +$7K +229 New
LWM
225
Liberty Wealth Management
California
$5K