HEFA icon

iShares Currency Hedged MSCI EAFE ETF

141 hedge funds and large institutions have $2.61B invested in iShares Currency Hedged MSCI EAFE ETF in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+33
Holders Change %
+30.56%
% of All Funds
3.7%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
45
Increased
53
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$971M -$88.7M -3,490,182 -8%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$380M +$370M +14,568,817 +3,570%
Wells Fargo
3
Wells Fargo
California
$234M +$124M +4,864,885 +112%
Morgan Stanley
4
Morgan Stanley
New York
$147M +$38.4M +1,513,164 +35%
Bank of America
5
Bank of America
North Carolina
$142M +$48.8M +1,921,282 +52%
MI
6
Mercer Investments
Massachusetts
$89.6M +$785K +30,904 +0.9%
WBG
7
Wharton Business Group
Pennsylvania
$41.7M -$645K -25,405 -2%
UBS Group
8
UBS Group
Switzerland
$39.7M +$13.6M +534,091 +52%
Northern Trust
9
Northern Trust
Illinois
$38.3M +$12.8M +505,279 +50%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$35.9M
BFPW
11
BOK Financial Private Wealth
Colorado
$29.2M +$8.91M +350,880 +44%
CCM
12
Coldstream Capital Management
Washington
$29.2M +$17.2M +675,873 +143%
SPIA
13
Strategic Point Investment Advisors
Rhode Island
$24M -$146K -5,745 -0.6%
ACM
14
Aviance Capital Management
Florida
$23.6M -$3.14M -123,497 -12%
USAA
15
United Services Automobile Association
Texas
$21.6M -$1.22M -48,100 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$20.7M +$3.23M +127,327 +18%
LPL Financial
17
LPL Financial
California
$18M +$10.4M +415,569 +139%
Ameriprise
18
Ameriprise
Minnesota
$16.8M -$31.2M -1,227,116 -65%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$16.4M +$13.9M +547,604 +568%
HB
20
Homrich & Berg
Georgia
$16M +$16M +629,302 New
HCM
21
Harvest Capital Management
New Hampshire
$15M +$1.32M +52,060 +10%
AWMG
22
Alliance Wealth Management Group
New Jersey
$14.7M +$14.7M +577,148 New
VFA
23
Virtus Fund Advisers
Connecticut
$13.5M +$3.12M +121,790 +30%
RCM
24
RNC Capital Management
California
$12.6M +$880K +34,650 +8%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$10.8M +$7.44M +293,368 +224%