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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

177 hedge funds and large institutions have $1.81B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-49
Holders Change %
-21.68%
% of All Funds
3.91%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
14
Increased
54
Reduced
76
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIG
Partners Capital Investment Group
Massachusetts
+$41.6M
2
Jane Street
Jane Street
New York
+$17.5M
3
FMT
First Mercantile Trust
Tennessee
+$16M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14M
5
UCFA
United Capital Financial Advisors
Texas
+$11M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$27.5M
2
Wells Fargo
Wells Fargo
California
-$22.7M
3
RGIA
Rainier Group Investment Advisory
Washington
-$18.1M
4
MWP
MYCIO Wealth Partners
Pennsylvania
-$15.9M
5
Morgan Stanley
Morgan Stanley
New York
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$786M -$27.5M -1,134,783 -3%
Wells Fargo
2
Wells Fargo
California
$73.3M -$22.7M -936,057 -24%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$65M +$4.22M +174,205 +7%
Morgan Stanley
4
Morgan Stanley
New York
$59.1M -$15.8M -652,181 -21%
US Bancorp
5
US Bancorp
Minnesota
$54.7M +$1.1M +45,379 +2%
FHB
6
First Hawaiian Bank
Hawaii
$49.7M +$1.63M +67,365 +3%
PCIG
7
Partners Capital Investment Group
Massachusetts
$46.3M +$41.6M +1,719,782 +893%
Bank of America
8
Bank of America
North Carolina
$43.7M -$9.47M -391,014 -18%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$40.7M +$8.11M +334,943 +25%
PV
10
Private Vista
Illinois
$40.5M -$1.74M -71,834 -4%
CCM
11
Coldstream Capital Management
Washington
$38.6M -$3.73M -154,122 -9%
PI
12
PFS Investments
Georgia
$36M +$1.61M +66,313 +5%
Northern Trust
13
Northern Trust
Illinois
$33.5M -$749K -30,946 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$30.1M +$14M +576,839 +87%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$27.2M +$2.5M +103,190 +10%
UBS Group
16
UBS Group
Switzerland
$23M -$9.46M -390,553 -29%
MA
17
MUFG Americas
New York
$22M -$1.5M -61,784 -6%
Ameriprise
18
Ameriprise
Minnesota
$20.4M -$838K -34,633 -4%
UCFA
19
United Capital Financial Advisors
Texas
$20.2M +$11M +455,261 +120%
WBG
20
Wharton Business Group
Pennsylvania
$18.1M -$332K -13,710 -2%
Jane Street
21
Jane Street
New York
$17.5M +$17.5M +724,164 New
FMT
22
First Mercantile Trust
Tennessee
$16M +$16M +659,131 New
SC
23
Schoolcraft Capital
Colorado
$14.2M +$1.09M +44,841 +8%
LPL Financial
24
LPL Financial
California
$12.6M -$10M -413,649 -44%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$10.9M -$780K -32,222 -7%
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