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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

167 hedge funds and large institutions have $1.95B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-10
Holders Change %
-5.65%
% of All Funds
3.43%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.23%
New
16
Increased
38
Reduced
79
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$60.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$60.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37M
4
RGIA
Rainier Group Investment Advisory
Washington
+$16.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$10.2M

Top Sellers

1
FAG
Financial Advisory Group
Texas
-$144M
2
Goldman Sachs
Goldman Sachs
New York
-$96.6M
3
PV
Private Vista
Illinois
-$42.9M
4
FHB
First Hawaiian Bank
Hawaii
-$39.5M
5
Morgan Stanley
Morgan Stanley
New York
-$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$800M -$96.6M -3,500,221 -11%
PCIG
2
Partners Capital Investment Group
Massachusetts
$113M +$60.6M +2,196,137 +115%
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$107M +$60.7M +2,200,919 +131%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$71.3M +$37M +1,341,409 +108%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$69.8M -$4.24M -153,610 -6%
Wells Fargo
6
Wells Fargo
California
$59.2M -$24.3M -882,020 -29%
US Bancorp
7
US Bancorp
Minnesota
$57.3M -$5.05M -182,854 -8%
CCM
8
Coldstream Capital Management
Washington
$51M +$6.94M +251,353 +16%
Northern Trust
9
Northern Trust
Illinois
$43.2M +$5.01M +181,677 +13%
PI
10
PFS Investments
Georgia
$40.9M -$161K -5,837 -0.4%
Bank of America
11
Bank of America
North Carolina
$39M -$10.8M -390,847 -22%
Morgan Stanley
12
Morgan Stanley
New York
$30.2M -$37.2M -1,346,463 -55%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$26.5M -$4.46M -161,737 -14%
UBS Group
14
UBS Group
Switzerland
$25.6M -$646K -23,415 -2%
MA
15
MUFG Americas
New York
$23.7M -$1.37M -49,815 -5%
UCFA
16
United Capital Financial Advisors
Texas
$23.7M +$657K +23,793 +3%
WBG
17
Wharton Business Group
Pennsylvania
$20.6M – – –
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$19.3M +$10.2M +368,206 +111%
FHB
19
First Hawaiian Bank
Hawaii
$17.1M -$39.5M -1,432,662 -70%
RGIA
20
Rainier Group Investment Advisory
Washington
$16.3M +$16.3M +591,694 New
SC
21
Schoolcraft Capital
Colorado
$15.4M -$768K -27,824 -5%
FMT
22
First Mercantile Trust
Tennessee
$14.6M -$3.44M -125,474 -19%
Ameriprise
23
Ameriprise
Minnesota
$13.7M -$9.29M -341,229 -40%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$12.9M +$1.98M +71,603 +18%
AllianceBernstein
25
AllianceBernstein
Tennessee
$11.2M – – –
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