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iShares Currency Hedged MSCI EAFE ETF
HEFA

231 hedge funds and large institutions have $3.25B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

68% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 56

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

5% more funds holding

Funds holding: 220 → 231 (+11)

1% less capital invested

Capital invested by funds: $3.29B → $3.25B (-$40.1M)

2.06% less ownership

Funds ownership: 93.08% → 91.02% (-2.1%)

Holders
231
Holders Change
+11
Holders Change %
+5%
% of All Funds
3.67%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
35
Increased
94
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$36.7M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$27.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$24.3M
4
AWC
Adamsbrown Wealth Consultants
Kansas
+$21.6M
5
WA
Win Advisors
Florida
+$15M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$44.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$14.3M
4
OCM
One Capital Management
California
-$12.4M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$9.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
226
Moss Adams Wealth Advisors
Washington
$3.01K – – –
HFS
227
Hantz Financial Services
Michigan
$2K – – –
FRA
228
Front Row Advisors
California
$993 – – –
CSC
229
Caldwell Sutter Capital
California
$482 +$484 +16 New
HWP
230
Highline Wealth Partners
California
$241 +$242 +8 New
HI
231
Harbour Investments
Wisconsin
$90 – – –
OCM
232
One Capital Management
California
– -$12.4M -398,860 Closed
FTUS
233
Flow Traders U.S.
New York
– -$6.21M -200,311 Closed
IAN
234
Integrated Advisors Network
Texas
– -$2.62M -84,402 Closed
API
235
Advisor Partners II
California
– -$982K -31,681 Closed
CAM
236
Cresset Asset Management
Illinois
– -$887K -28,601 Closed
SOS
237
Silver Oak Securities
Tennessee
– -$868K -27,985 Closed
EE
238
EWG Elevate
California
– -$797K -25,700 Closed
HF
239
HRT Financial
New York
– -$657K -21,220 Closed
MAS
240
Madden Advisory Services
Florida
– -$400K -12,890 Closed
GM
241
GeoWealth Management
Illinois
– -$285K -9,182 Closed
SFA
242
Source Financial Advisors
New York
– -$285K -9,182 Closed
SW
243
SVB Wealth
Massachusetts
– -$234K -7,550 Closed
SC
244
SouthState Corp
Florida
– -$31K -1,000 Closed
GRP
245
Global Retirement Partners
California
– -$14.8K -478 Closed
SS
246
Sunbelt Securities
Texas
– -$8.56K -276 Closed
PTC
247
Private Trust Company
Ohio
– -$7.5K -242 Closed
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
– -$5.83K -188 Closed
IGWM
249
ICA Group Wealth Management
Colorado
– -$2.15K -69 Closed
LFG
250
Larson Financial Group
Missouri
– -$620 -20 Closed
6 7 8 9
10

HEFA Hedge Fund Activity: Q3 2023 in Review

231 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2023, worth a combined $3.25B — down 1.2% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HEFA positions and 19 closed out — a net gain of 16 holders — while 94 added to existing stakes and 56 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $36.7M. The largest seller was United Capital Financial Advisors, cutting an estimated $44.6M.

  • 231 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2023, up from 220 in Q2 2023.
  • Funds reported $3.25B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2023, down 1.2% quarter-over-quarter.
  • 35 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2023 and 19 closed out, a net change of +16 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2023 was Goldman Sachs, an estimated $36.7M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2023 was United Capital Financial Advisors, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2023.