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iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

186 hedge funds and large institutions have $2.84B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+24
Holders Change %
+14.81%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.47%
New
42
Increased
80
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$56.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.8M
3
Goldman Sachs
Goldman Sachs
New York
+$41.7M
4
Morgan Stanley
Morgan Stanley
New York
+$32M
5
SCP
Syntal Capital Partners
Texas
+$27M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$27M
2
AWMG
Alliance Wealth Management Group
New Jersey
-$12.8M
3
MI
Mercer Investments
Massachusetts
-$11.3M
4
IDBONY
Israel Discount Bank of New York
New York
-$6.32M
5
Jane Street
Jane Street
New York
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.11B +$41.7M +1,516,258 +4%
Wells Fargo
2
Wells Fargo
California
$174M -$4.14M -150,279 -2%
Morgan Stanley
3
Morgan Stanley
New York
$172M +$32M +1,161,329 +23%
USAA
4
United Services Automobile Association
Texas
$121M +$6.11M +222,000 +5%
Bank of America
5
Bank of America
North Carolina
$103M -$27M -981,147 -21%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$98.4M +$52.8M +1,920,271 +116%
UBS Group
7
UBS Group
Switzerland
$67.2M +$7.31M +265,460 +12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$57.4M +$56.1M +2,039,863 +4,341%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$54.5M +$11.6M +422,475 +27%
Northern Trust
10
Northern Trust
Illinois
$49.2M +$938K +34,096 +2%
Ameriprise
11
Ameriprise
Minnesota
$48.8M +$10.5M +382,184 +27%
CCM
12
Coldstream Capital Management
Washington
$43.2M +$2.56M +93,048 +6%
LPL Financial
13
LPL Financial
California
$33.9M +$25.3M +918,273 +292%
PV
14
Private Vista
Illinois
$33.1M +$24.9M +897,233 +301%
HCM
15
Harvest Capital Management
New Hampshire
$30.3M +$12.8M +464,162 +73%
WBG
16
Wharton Business Group
Pennsylvania
$29.8M – – –
SCP
17
Syntal Capital Partners
Texas
$27M +$27M +979,498 New
PAS
18
Park Avenue Securities
New York
$25.9M +$13.4M +487,627 +107%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$25.5M +$2.65M +96,221 +12%
US Bancorp
20
US Bancorp
Minnesota
$24.8M +$10.9M +396,936 +79%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$23.8M +$10.7M +388,326 +82%
BlackRock
22
BlackRock
New York
$22.9M +$22.9M +831,681 New
CBB
23
Citizens Business Bank
California
$19.6M +$19.6M +711,360 New
MA
24
MUFG Americas
New York
$19.5M +$1.89M +68,619 +11%
BFPW
25
BOK Financial Private Wealth
Colorado
$18.3M -$111K -4,034 -0.6%
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