iShares Currency Hedged MSCI EAFE ETF
HEFA
228 hedge funds and large institutions have $2.82B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 29 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
3% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 75
2% less funds holding
Funds holding: 232 → 228 (-4)
3.96% less ownership
Funds ownership: 88.99% → 85.03% (-4%)
10% less capital invested
Capital invested by funds: $3.12B → $2.82B (-$306M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$92.7M |
| 2 |
Morgan Stanley
New York
|
+$30.5M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$18.7M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$17.3M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$71.7M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$22.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.4M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$16.8M |
| 5 |
JPG
Jordan Park Group
San Francisco,
California
|
-$5.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$43K | -1,366 | Closed |
|
|
CAL
252
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$38K | -1,189 | Closed |
|
|
OFG
253
Oxford Financial Group
Carmel,
Indiana
| – | -$23K | -720 | Closed |
|
|
CTC
254
Central Trust Company
Jefferson City,
Missouri
| – | -$4K | -139 | Closed |
|
|
PFGIA
255
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$4K | -124 | Closed |
|
|
TWP
256
TFO Wealth Partners
Maumee,
Ohio
| – | -$3K | -81 | Closed |
|
|
TCM
257
Tradewinds Capital Management
Bellingham,
Washington
| – | -$1K | -29 | Closed |
|
HEFA Hedge Fund Activity: Q3 2022 in Review
228 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2022, worth a combined $2.82B — down 9.8% from $3.12B a quarter earlier.
Fund positioning in HEFA was balanced in Q3 2022: 29 funds opened new positions, 29 closed out, 73 added to existing stakes and 75 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $92.7M. The largest seller was JP Morgan Chase, cutting an estimated $71.7M.
- 228 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2022, down from 232 in Q2 2022.
- Funds reported $2.82B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2022, down 9.8% quarter-over-quarter.
- 29 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2022 and 29 closed out, a net change of 0 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2022 was Goldman Sachs, an estimated $92.7M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2022 was JP Morgan Chase, an estimated $71.7M sold.
Based on aggregated 13F filings for Q3 2022.