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iShares Currency Hedged MSCI EAFE ETF
HEFA

260 hedge funds and large institutions have $3.87B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

19% more capital invested

Capital invested by funds: $3.25B → $3.87B (+$617M)

13% more funds holding

Funds holding: 231 → 260 (+29)

9.99% more ownership

Funds ownership: 91.02% → 101.01% (+10%)

5% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 81

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.79%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
50
Increased
85
Reduced
81
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$371M
2
JP Morgan Chase
JP Morgan Chase
New York
+$90.2M
3
Morgan Stanley
Morgan Stanley
New York
+$84.4M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$21.8M
5
CI
CX Institutional
Indiana
+$17.6M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$134M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$96.2M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$72.4M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$28.2M
5
WA
Win Advisors
Florida
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
251
Able Wealth Management
New Jersey
$9.4K +$9.08K +298 New
GWSG
252
GPS Wealth Strategies Group
Colorado
$6.3K – – –
IRC
253
Investors Research Corp
Georgia
$5.36K – – –
HI
254
Harbour Investments
Wisconsin
$4.98K +$4.72K +155 +5,167%
S
255
SignatureFD
Georgia
$4.41K – – –
KA
256
Kozak & Associates
Colorado
$2.5K +$2.41K +79 New
DJSG
257
D.J. St. Germain
Massachusetts
$1.61K +$1.55K +51 New
CWP
258
Concord Wealth Partners
Virginia
$1.17K +$1.13K +37 New
CSC
259
Caldwell Sutter Capital
California
$504 – – –
HWP
260
Highline Wealth Partners
California
$252 – – –
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$32 -$1.03M -33,807 -100%
HSBC Holdings
262
HSBC Holdings
United Kingdom
– -$28.2M -935,725 Closed
MWM
263
Merriman Wealth Management
Washington
– -$2.33M -77,434 Closed
LAS
264
LWM Advisory Services
Florida
– -$1.32M -43,962 Closed
EIA
265
Eldridge Investment Advisors
New Hampshire
– -$978K -32,500 Closed
CAG
266
Curtis Advisory Group
California
– -$918K -30,494 Closed
Lido Advisors
267
Lido Advisors
California
– -$782K -25,969 Closed
Schroder Investment Management Group
268
Schroder Investment Management Group
United Kingdom
– -$512K -17,021 Closed
FI
269
Financial Insights
Washington
– -$274K -9,310 Closed
FPAS
270
Focus Partners Advisor Solutions
Missouri
– -$272K -9,032 Closed
APCM
271
Alaska Permanent Capital Management
Alaska
– -$257K -8,530 Closed
MLL
272
Moody Lynn & Lieberson
Massachusetts
– -$211K -7,000 Closed
OSAM
273
O'Shaughnessy Asset Management
Connecticut
– -$44K -1,461 Closed
FPB
274
First PREMIER Bank
South Dakota
– -$39K -1,283 Closed
PP
275
PFS Partners
New Jersey
– -$7.91K -263 Closed
8 9 10
11
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HEFA Hedge Fund Activity: Q4 2023 in Review

260 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2023, worth a combined $3.87B — up 19% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new HEFA positions and 19 closed out — a net gain of 31 holders — while 85 added to existing stakes and 81 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $371M. The largest seller was United Capital Financial Advisors, cutting an estimated $134M.

  • 260 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2023, up from 231 in Q3 2023.
  • Funds reported $3.87B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 50 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2023 and 19 closed out, a net change of +31 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2023 was Goldman Sachs, an estimated $371M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2023.