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iShares Currency Hedged MSCI EAFE ETF
HEFA

409 hedge funds and large institutions have $6.34B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 143 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

795% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 19

151% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 57

64% more capital invested

Capital invested by funds: $3.87B → $6.34B (+$2.47B)

57% more funds holding

Funds holding: 260 → 409 (+149)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

1.5% less ownership

Funds ownership: 101.01% → 99.5% (-1.5%)

Holders
409
Holders Change
+149
Holders Change %
+57.31%
% of All Funds
5.89%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
170
Increased
143
Reduced
57
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$706M
2
LPL Financial
LPL Financial
California
+$156M
3
JP Morgan Chase
JP Morgan Chase
New York
+$136M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$105M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$88.8M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$206M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$62M
3
Morgan Stanley
Morgan Stanley
New York
-$31.5M
4
HMH
Hackensack Meridian Health
New Jersey
-$30M
5
CI
CX Institutional
Indiana
-$19.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
351
Oliver Lagore Vanvalin Investment Group
Michigan
$163K +$154K +4,683 New
FDCDDQ
352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$163K – – –
EWA
353
EverSource Wealth Advisors
Alabama
$156K +$149K +4,523 New
EWA
354
EP Wealth Advisors
California
$137K – – –
Jones Financial Companies
355
Jones Financial Companies
Missouri
$133K +$126K +3,819 New
FCA
356
FinTrust Capital Advisors
South Carolina
$132K +$124K +3,780 New
PPC
357
Park Place Capital
Alabama
$129K +$11.1K +336 +10%
GM
358
GeoWealth Management
Illinois
$128K +$121K +3,672 New
MG
359
Mather Group
Illinois
$125K +$131K +3,982 New
ACA
360
Aptus Capital Advisors
Alabama
$124K +$117K +3,548 New
WT
361
Whittier Trust
California
$121K – – –
NRC
362
New Republic Capital
North Carolina
$118K +$111K +3,371 New
PA
363
Parallel Advisors
California
$114K +$25.3K +768 +31%
LFA
364
LGT Financial Advisors
Texas
$111K +$105K +3,184 New
BBHC
365
Brown Brothers Harriman & Co
New York
$110K – – –
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$105K +$98.9K +3,003 New
FFA
367
Founders Financial Alliance
North Carolina
$97.3K +$39.9K +1,211 +77%
CT
368
Colonial Trust
South Carolina
$92.8K -$157K -4,768 -64%
IA
369
IFP Advisors
Florida
$90K -$4.08K -124 -5%
PFBT
370
Parkside Financial Bank & Trust
Missouri
$89.3K +$65.9K +2,000 +358%
IGWM
371
ICA Group Wealth Management
Colorado
$76.4K +$72.2K +2,191 New
RFG
372
REAP Financial Group
Texas
$71.5K +$67.5K +2,051 New
CA
373
Continuum Advisory
Idaho
$65.7K +$61.1K +1,856 New
GFPC
374
Global Financial Private Client
Florida
$57.7K +$54.6K +1,657 New
AWM
375
Avior Wealth Management
Nebraska
$48.5K – – –
13 14
15
16 17

HEFA Hedge Fund Activity: Q1 2024 in Review

409 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2024, worth a combined $6.34B — up 64% from $3.87B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new HEFA positions and 19 closed out — a net gain of 151 holders — while 143 added to existing stakes and 57 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $706M. The largest seller was Goldman Sachs, cutting an estimated $206M.

  • 409 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2024, up from 260 in Q4 2023.
  • Funds reported $6.34B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2024, up 64% quarter-over-quarter.
  • 170 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2024 and 19 closed out, a net change of +151 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $706M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2024 was Goldman Sachs, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2024.