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iShares Currency Hedged MSCI EAFE ETF
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Overview Fund Activity

167 hedge funds and large institutions have $1.98B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+7
Holders Change %
+4.38%
% of All Funds
2.96%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
24
Increased
41
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$27.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27M
3
CCM
Coldstream Capital Management
Washington
+$18.8M
4
AWE
Avidian Wealth Enterprises
Texas
+$3.96M
5
Ameriprise
Ameriprise
Minnesota
+$3.89M

Top Sellers

1
PCIG
Partners Capital Investment Group
Massachusetts
-$52.9M
2
BlackRock
BlackRock
New York
-$7.57M
3
US Bancorp
US Bancorp
Minnesota
-$7.32M
4
Northern Trust
Northern Trust
Illinois
-$6.48M
5
Wells Fargo
Wells Fargo
California
-$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$852M +$2.53M +83,014 +0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$133M +$27M +887,087 +26%
UCFA
3
United Capital Financial Advisors
Texas
$118M +$27.3M +897,005 +30%
CCM
4
Coldstream Capital Management
Washington
$73.9M +$18.8M +616,390 +34%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$62.7M -$1.93M -63,344 -3%
PCIG
6
Partners Capital Investment Group
Massachusetts
$60.1M -$52.9M -1,735,801 -47%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$50M -$1.29M -42,243 -3%
US Bancorp
8
US Bancorp
Minnesota
$48.1M -$7.32M -240,301 -13%
Wells Fargo
9
Wells Fargo
California
$47.3M -$6.05M -198,414 -11%
PI
10
PFS Investments
Georgia
$33.3M -$212K -6,760 -0.6%
Northern Trust
11
Northern Trust
Illinois
$31.5M -$6.48M -212,788 -17%
Bank of America
12
Bank of America
North Carolina
$31.4M -$3.56M -116,774 -10%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$29.2M +$711K +23,339 +2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$24.5M +$1.12M +36,756 +5%
Ameriprise
15
Ameriprise
Minnesota
$23.7M +$3.89M +127,693 +20%
WBG
16
Wharton Business Group
Pennsylvania
$22.6M – – –
MA
17
MUFG Americas
New York
$22.3M -$2.72M -89,349 -11%
SC
18
Schoolcraft Capital
Colorado
$17.9M +$121K +3,955 +0.7%
FMT
19
First Mercantile Trust
Tennessee
$16.9M -$97.6K -3,241 -0.6%
Morgan Stanley
20
Morgan Stanley
New York
$15.6M -$1.55M -50,842 -9%
LPL Financial
21
LPL Financial
California
$15.6M +$2.84M +93,169 +22%
BF
22
Blankinship & Foster
California
$13.8M +$1.02M +33,560 +8%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$13.4M -$817K -26,811 -6%
AllianceBernstein
24
AllianceBernstein
Tennessee
$12.4M – – –
CAG
25
Csenge Advisory Group
Florida
$9.39M +$1.86M +61,008 +25%
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