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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 %
Goldman Sachs
1
Goldman Sachs
New York
$933M -$127M -4,921,746 -12%
Wells Fargo
2
Wells Fargo
California
$118M -$18.9M -733,352 -14%
Bank of America
3
Bank of America
North Carolina
$94.4M -$9.05M -350,760 -9%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$81M +$28.7M +1,111,967 +55%
Morgan Stanley
5
Morgan Stanley
New York
$75.1M -$9.55M -370,163 -11%
Northern Trust
6
Northern Trust
Illinois
$51.6M +$19M +735,638 +58%
FHB
7
First Hawaiian Bank
Hawaii
$46M +$4.91M +190,385 +12%
PV
8
Private Vista
Illinois
$45.5M -$14.6M -564,953 -24%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$43.5M +$24.5M +947,845 +128%
US Bancorp
10
US Bancorp
Minnesota
$37.4M +$6.87M +266,192 +22%
UBS Group
11
UBS Group
Switzerland
$34.9M -$13M -502,276 -27%
PI
12
PFS Investments
Georgia
$34.7M +$20.8M +781,590 +149%
CCM
13
Coldstream Capital Management
Washington
$33.5M -$2.04M -78,916 -6%
MA
14
MUFG Americas
New York
$26.9M +$738K +28,578 +3%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$26.5M -$10.3M -398,647 -28%
SCP
16
Syntal Capital Partners
Texas
$24.6M -$854K -32,736 -3%
LPL Financial
17
LPL Financial
California
$22.5M +$3.95M +153,085 +21%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$21.5M -$13.7M -529,704 -39%
WBG
19
Wharton Business Group
Pennsylvania
$19.8M – – –
BFPW
20
BOK Financial Private Wealth
Colorado
$15.3M +$2.66M +103,013 +21%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$15.2M +$9.06M +350,928 +148%
Ameriprise
22
Ameriprise
Minnesota
$14M -$3.04M -117,301 -18%
MWP
23
MYCIO Wealth Partners
Pennsylvania
$13.7M -$3.22M -124,857 -19%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$13.5M -$11.7M -454,541 -47%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$13.1M +$1.33M +51,411 +11%
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