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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.45M
2
US Bancorp
US Bancorp
Minnesota
+$7.35M
3
UCFA
United Capital Financial Advisors
Texas
+$7.32M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.54M
5
Morgan Stanley
Morgan Stanley
New York
+$4.38M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$10.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.86M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$4.41M
4
Jane Street
Jane Street
New York
-$2.9M
5
FTUS
Flow Traders U.S.
New York
-$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.03B -$10.4M -339,844 -1%
Wells Fargo
2
Wells Fargo
California
$121M +$459K +15,050 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$94.4M +$4.38M +143,503 +5%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$76.6M -$4.86M -159,249 -6%
US Bancorp
5
US Bancorp
Minnesota
$67.5M +$7.35M +240,929 +12%
Bank of America
6
Bank of America
North Carolina
$67M -$1.99M -65,196 -3%
FHB
7
First Hawaiian Bank
Hawaii
$60.5M +$2.39M +78,444 +4%
CCM
8
Coldstream Capital Management
Washington
$53.4M +$1.51M +49,387 +3%
PV
9
Private Vista
Illinois
$53.2M -$2.43M -79,797 -4%
PI
10
PFS Investments
Georgia
$43.4M -$554K -18,157 -1%
Northern Trust
11
Northern Trust
Illinois
$43.2M -$144K -4,726 -0.3%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$41.1M +$1.43M +46,837 +4%
UBS Group
13
UBS Group
Switzerland
$40.9M +$1.41M +46,258 +4%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$31.1M +$524K +17,173 +2%
MA
15
MUFG Americas
New York
$29.7M -$581K -19,032 -2%
LPL Financial
16
LPL Financial
California
$28.4M +$1.64M +53,677 +6%
Ameriprise
17
Ameriprise
Minnesota
$26.8M -$573K -18,777 -2%
WBG
18
Wharton Business Group
Pennsylvania
$23.2M -$163K -5,335 -0.7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$20.3M +$9.45M +309,843 +87%
MWP
20
MYCIO Wealth Partners
Pennsylvania
$20.3M +$880K +28,844 +5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$18.4M -$680K -22,292 -4%
RGIA
22
Rainier Group Investment Advisory
Washington
$18.1M -$247K -8,091 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$17.5M +$1.44M +47,321 +9%
SC
24
Schoolcraft Capital
Colorado
$16.5M +$667K +21,843 +4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$14.7M +$1.33M +43,677 +10%
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