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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

198 hedge funds and large institutions have $3.56B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+12
Holders Change %
+6.45%
% of All Funds
4.94%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.57%
New
33
Increased
97
Reduced
38
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$138M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$74.8M
3
MML Investors Services
MML Investors Services
Massachusetts
+$74.5M
4
Goldman Sachs
Goldman Sachs
New York
+$54.7M
5
LPL Financial
LPL Financial
California
+$32.2M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$48.7M
2
KP
Keel Point
Alabama
-$9.52M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$3.92M
4
ACS
Archford Capital Strategies
Illinois
-$3.92M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.2B +$54.7M +1,925,595 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$239M +$138M +4,846,055 +135%
Wells Fargo
3
Wells Fargo
California
$211M +$31.8M +1,118,315 +18%
Morgan Stanley
4
Morgan Stanley
New York
$194M +$16.7M +589,189 +9%
Bank of America
5
Bank of America
North Carolina
$131M +$24.1M +847,024 +23%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$81.2M +$74.8M +2,631,061 +1,160%
UBS Group
7
UBS Group
Switzerland
$80.4M +$10.9M +384,173 +16%
USAA
8
United Services Automobile Association
Texas
$76.7M -$48.7M -1,712,500 -39%
Ameriprise
9
Ameriprise
Minnesota
$74.5M +$24.2M +850,234 +48%
MML Investors Services
10
MML Investors Services
Massachusetts
$74.5M +$74.5M +2,619,850 New
LPL Financial
11
LPL Financial
California
$67.3M +$32.2M +1,134,737 +92%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$60.4M +$4.13M +145,481 +7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$58.9M -$391K -13,769 -0.7%
PAS
14
Park Avenue Securities
New York
$51.9M +$25.2M +889,929 +94%
Northern Trust
15
Northern Trust
Illinois
$49.3M -$1.48M -52,077 -3%
CCM
16
Coldstream Capital Management
Washington
$42.1M -$2.46M -86,679 -6%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$42M +$17.4M +613,993 +71%
PV
18
Private Vista
Illinois
$40.8M +$6.85M +241,305 +20%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$36.7M +$10.4M +366,921 +40%
FA
20
FDx Advisors
Illinois
$35M +$31.7M +1,116,054 +965%
HCM
21
Harvest Capital Management
New Hampshire
$32.5M +$1.14M +40,003 +4%
WBG
22
Wharton Business Group
Pennsylvania
$30.8M – – –
AG
23
Advisor Group
Arizona
$30.7M +$15.5M +544,512 +102%
US Bancorp
24
US Bancorp
Minnesota
$26.6M +$990K +34,843 +4%
BCM
25
Brookstone Capital Management
Illinois
$26.3M +$12.6M +442,437 +92%
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