iShares Currency Hedged MSCI EAFE ETF
HEFA
221 hedge funds and large institutions have $3.54B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 16 closing their positions.
175% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 16
45% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 58
13% more funds holding
Funds holding: 195 → 221 (+26)
10% more capital invested
Capital invested by funds: $3.21B → $3.54B (+$333M)
2.39% more ownership
Funds ownership: 76.09% → 78.48% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$64.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$60.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$27.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$22.4M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$9.38M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$7.7M |
| 3 |
AF
Ally Financial
Detroit,
Michigan
|
-$6.68M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.45M |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$6.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$1.1M | -39,224 | Closed |
|
227
SG Americas Securities
New York
| – | -$1.12M | -38,805 | Closed |
|
|
VF
228
Virtu Financial
New York
| – | -$734K | -25,364 | Closed |
|
|
JIP
229
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$602K | -20,790 | Closed |
|
|
SHIM
230
Stone House Investment Management
Tunkhannock,
Pennsylvania
| – | -$501K | -17,326 | Closed |
|
|
CCFCSB
231
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| – | -$392K | -13,543 | Closed |
|
232
Citadel Advisors
Miami,
Florida
| – | -$260K | -8,990 | Closed |
|
|
HF
233
HRT Financial
New York
| – | -$255K | -8,826 | Closed |
|
|
TRCT
234
Tower Research Capital (TRC)
New York
| – | -$101K | -3,500 | Closed |
|
|
NFG
235
Next Financial Group
Houston,
Texas
| – | -$69K | -2,352 | Closed |
|
|
IDBONY
236
Israel Discount Bank of New York
New York
| – | -$51K | -1,750 | Closed |
|
|
BBHC
237
Brown Brothers Harriman & Co
New York
| – | -$21K | -734 | Closed |
|
|
PRS
238
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| – | -$8K | -259 | Closed |
|
HEFA Hedge Fund Activity: Q4 2017 in Review
221 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2017, worth a combined $3.54B — up 10% from $3.21B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new HEFA positions and 16 closed out — a net gain of 28 holders — while 84 added to existing stakes and 58 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $64.9M. The largest seller was Wharton Business Group, cutting an estimated $9.38M.
- 221 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2017, up from 195 in Q3 2017.
- Funds reported $3.54B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2017, up 10% quarter-over-quarter.
- 44 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2017 and 16 closed out, a net change of +28 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2017 was Goldman Sachs, an estimated $64.9M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2017 was Wharton Business Group, an estimated $9.38M sold.
Based on aggregated 13F filings for Q4 2017.