HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

460 hedge funds and large institutions have $6.44B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 139 increasing their positions, 187 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+52
Holders Change %
+12.75%
% of All Funds
6.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.28%
New
89
Increased
139
Reduced
187
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIG
Partners Capital Investment Group
Massachusetts
+$91.5M
2
LA
LVW Advisors
New York
+$51M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$44.8M
4
Comerica Bank
Comerica Bank
Texas
+$43.3M
5
Goldman Sachs
Goldman Sachs
New York
+$39.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$249M
2
SAG
SageView Advisory Group
California
-$47.4M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$37.2M
4
LPL Financial
LPL Financial
California
-$35.2M
5
LNC
Lincoln National Corp
Pennsylvania
-$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
301
IFP Advisors
Florida
$501K +$409K +11,512 +446%
SMC
302
Smith, Moore & Co
Missouri
$500K -$289K -8,136 -37%
GWP
303
Gateway Wealth Partners
Wisconsin
$499K -$284K -7,985 -36%
FHB
304
First Hawaiian Bank
Hawaii
$496K -$245K -6,882 -33%
C1AG
305
Client 1st Advisory Group
Florida
$495K +$495K +13,910 New
FAIM
306
Financial Advocates Investment Management
Washington
$486K +$486K +13,670 New
RC
307
Rovin Capital
Arizona
$480K +$41.3K +1,163 +9%
BIG
308
Bush Investment Group
Georgia
$478K -$274K -7,718 -36%
WFS
309
WealthGarden F.S.
California
$476K +$476K +13,391 New
CWA
310
Clearview Wealth Advisors
Oregon
$475K +$475K +13,373 New
CRI
311
Commonwealth Retirement Investments
Virginia
$470K -$124K -3,486 -21%
CFD
312
Creative Financial Designs
Indiana
$463K +$462K +12,984 +38,188%
CAL
313
Capital Advisors Ltd
Ohio
$460K – – –
CW
314
CreativeOne Wealth
Kansas
$458K -$7.89M -222,124 -95%
ACP
315
Aveo Capital Partners
Colorado
$458K -$31.3K -880 -6%
SEIA
316
Signature Estate & Investment Advisors
California
$457K +$457K +12,847 New
SF
317
Synovus Financial
Georgia
$454K -$7.32K -206 -2%
ICP
318
Interchange Capital Partners
Pennsylvania
$446K -$123K -3,467 -22%
VWM
319
Venturi Wealth Management
Texas
$439K -$328K -9,218 -43%
RFP
320
RCS Financial Planning
Maryland
$413K -$50K -1,407 -11%
CPA
321
Cardiff Park Advisors
California
$412K +$412K +11,582 New
LIA
322
LifePlan Investment Advisors
North Carolina
$404K -$63K -1,772 -13%
DSN
323
D. Scott Neal
Kentucky
$398K +$398K +11,202 New
RIM
324
Redwood Investment Management
Arizona
$398K +$398K +11,199 New
CA
325
CoreCap Advisors
Michigan
$394K +$176K +4,962 +81%
11 12
13
14 15