HEFA icon

iShares Currency Hedged MSCI EAFE ETF

160 hedge funds and large institutions have $1.81B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-7
Holders Change %
-4.19%
% of All Funds
3.24%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
11
Increased
48
Reduced
70
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$768M -$30.3M -1,099,196 -4%
PCIG
2
Partners Capital Investment Group
Massachusetts
$102M -$11M -399,306 -10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$95.5M +$24.3M +883,536 +34%
UCFA
4
United Capital Financial Advisors
Texas
$82.3M +$58.6M +2,128,380 +248%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$58.4M -$11.2M -408,299 -16%
US Bancorp
6
US Bancorp
Minnesota
$50.1M -$7.05M -256,097 -12%
CCM
7
Coldstream Capital Management
Washington
$49.8M -$1.05M -38,110 -2%
Wells Fargo
8
Wells Fargo
California
$48.2M -$10.8M -393,369 -18%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$46.3M -$60.6M -2,199,637 -57%
Northern Trust
10
Northern Trust
Illinois
$34.3M -$8.82M -320,085 -20%
Bank of America
11
Bank of America
North Carolina
$31.6M -$7.27M -263,971 -19%
PI
12
PFS Investments
Georgia
$29.4M -$11.5M -417,347 -28%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$25.8M -$694K -25,197 -3%
MA
14
MUFG Americas
New York
$22.6M -$1.05M -37,996 -4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$21.1M +$1.87M +67,985 +10%
WBG
16
Wharton Business Group
Pennsylvania
$20.5M -$133K -4,825 -0.6%
Ameriprise
17
Ameriprise
Minnesota
$17.9M +$4.08M +148,305 +30%
RGIA
18
Rainier Group Investment Advisory
Washington
$16.6M +$255K +9,242 +2%
FMT
19
First Mercantile Trust
Tennessee
$16.5M +$871K +29,781 +6%
SC
20
Schoolcraft Capital
Colorado
$16.1M +$671K +24,369 +4%
Morgan Stanley
21
Morgan Stanley
New York
$15.5M -$14.6M -529,728 -48%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$12.8M -$24.3K -883 -0.2%
BF
23
Blankinship & Foster
California
$11.6M +$2.15M +78,080 +23%
LPL Financial
24
LPL Financial
California
$11.5M +$376K +13,660 +3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$11.2M