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iShares Currency Hedged MSCI EAFE ETF
HEFA

232 hedge funds and large institutions have $3.12B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

16% more funds holding

Funds holding: 200 → 232 (+32)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

3% more capital invested

Capital invested by funds: $3.02B → $3.12B (+$103M)

0.45% more ownership

Funds ownership: 88.55% → 88.99% (+0.45%)

23% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 75

Holders
232
Holders Change
+32
Holders Change %
+16%
% of All Funds
3.91%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.27%
New
49
Increased
58
Reduced
75
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$125M
2
JPG
Jordan Park Group
California
+$83M
3
JP Morgan Chase
JP Morgan Chase
New York
+$74M
4
MMA
Miracle Mile Advisors
California
+$70.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.8M

Top Sellers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
-$120M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$35.1M
3
Ameriprise
Ameriprise
Minnesota
-$16M
4
CI
CX Institutional
Indiana
-$15.3M
5
QFA
Quattro Financial Advisors
Texas
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
226
TFO Wealth Partners
Ohio
$3K +$2.68K +81 New
PA
227
Parallel Advisors
California
$3K +$2.92K +88 New
BEI
228
Benjamin Edwards Inc
Missouri
$2K +$2.09K +63 New
FRA
229
Front Row Advisors
California
$1K – – –
TCM
230
Tradewinds Capital Management
Washington
$1K +$961 +29 New
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$145 +$111K +3,338 +293%
Citadel Advisors
232
Citadel Advisors
Florida
– -$1.71M -50,309 Closed
PFA
233
Pettinga Financial Advisors
Indiana
– -$1.63M -47,960 Closed
RCM
234
RNC Capital Management
California
– -$1.08M -31,731 Closed
AWE
235
Avidian Wealth Enterprises
Texas
– -$300K -8,826 Closed
LB
236
Leo Brokerage
Texas
– -$281K -8,271 Closed
SG
237
StoneX Group
New York
– -$270K -7,941 Closed
TIM
238
Total Investment Management
Arizona
– -$261K -7,698 Closed
MFG
239
Magnus Financial Group
New York
– -$240K -7,077 Closed
CWA
240
Centennial Wealth Advisory
Michigan
– -$226K -6,665 Closed
SGCA
241
Steel Grove Capital Advisors
Tennessee
– -$201K -5,918 Closed
TFO
242
Tarbox Family Office
California
– -$190K -5,590 Closed
CCM
243
Covington Capital Management
California
– -$132K -3,900 Closed
PFS
244
Prospera Financial Services
Texas
– -$16K -461 Closed
LWP
245
Lumature Wealth Partners
Georgia
– -$12K -362 Closed
TRCT
246
Tower Research Capital (TRC)
New York
– -$7K -200 Closed
AWM
247
Avior Wealth Management
Nebraska
– -$1K -50 Closed
UWM
248
Urban Wealth Management
California
– +$265 +8 New
6 7 8 9
10

HEFA Hedge Fund Activity: Q2 2022 in Review

232 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2022, worth a combined $3.12B — up 3.4% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new HEFA positions and 16 closed out — a net gain of 33 holders — while 58 added to existing stakes and 75 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $125M. The largest seller was Aaron Wealth Advisors, cutting an estimated $120M.

  • 232 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2022, up from 200 in Q1 2022.
  • Funds reported $3.12B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2022, up 3.4% quarter-over-quarter.
  • 49 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2022 and 16 closed out, a net change of +33 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2022 was RiverFront Investment Group, an estimated $125M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2022.