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iShares Currency Hedged MSCI EAFE ETF
HEFA

464 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 91 funds opening new positions, 139 increasing their positions, 189 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 31

25% more funds holding in top 10

Funds holding in top 10: 16 → 20 (+4)

13% more funds holding

Funds holding: 409 → 464 (+55)

2% more capital invested

Capital invested by funds: $6.34B → $6.44B (+$108M)

1.19% less ownership

Funds ownership: 99.5% → 98.31% (-1.2%)

26% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 189

Holders
464
Holders Change
+55
Holders Change %
+13.45%
% of All Funds
6.7%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
91
Increased
139
Reduced
189
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
+$90.4M
2
LA
LVW Advisors
New York
+$50.4M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$44.2M
4
Comerica Bank
Comerica Bank
Texas
+$42.7M
5
Goldman Sachs
Goldman Sachs
New York
+$39.3M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$246M
2
SAG
SageView Advisory Group
California
-$47.4M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$36.7M
4
LPL Financial
LPL Financial
California
-$34.7M
5
LNC
Lincoln National Corp
Pennsylvania
-$30.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
351
Sutton Place Investors
New York
$308K -$128K -3,653 -30%
RCM
352
Raleigh Capital Management
North Carolina
$303K -$181K -5,144 -38%
BWA
353
BCU Wealth Advisors
Illinois
$303K -$181K -5,144 -38%
IFG
354
Independent Financial Group
California
$296K +$292K +8,325 New
PMG
355
ProVise Management Group
Florida
$296K +$55.7K +1,588 +24%
CICC
356
Capital Investment Counsel (Colorado)
Colorado
$294K +$12.1K +345 +4%
LWL
357
Leo Wealth LLC
Texas
$294K – – –
CIA
358
Compass Ion Advisors
Pennsylvania
$294K – – –
OAS
359
Optivise Advisory Services
Tennessee
$293K +$290K +8,251 New
EWA
360
EverSource Wealth Advisors
Alabama
$293K +$134K +3,808 +84%
SWP
361
SIMA Wealth Partners
Virginia
$293K +$289K +8,231 New
GT
362
Glenview Trust
Kentucky
$289K -$17.5K -500 -6%
HWA
363
Heritage Wealth Advisors
Virginia
$288K – – –
CTA
364
Colonial Trust Advisors
South Carolina
$283K -$21.1K -600 -7%
OC
365
Oppenheimer & Co
New York
$282K +$278K +7,918 New
MWM
366
Modern Wealth Management
Kansas
$268K +$265K +7,542 New
FAM
367
Forte Asset Management
New York
$267K +$263K +7,500 New
D
368
Dentgroup
Louisiana
$266K -$104K -2,959 -28%
WIA
369
World Investment Advisors
California
$263K +$260K +7,405 New
CWA
370
Centennial Wealth Advisory
Michigan
$263K +$16K +456 +7%
NCFG
371
New Century Financial Group
New Jersey
$255K -$45.1K -1,286 -15%
CPIG
372
Chicago Partners Investment Group
Illinois
$254K – – –
CSB
373
City State Bank
Iowa
$245K – – –
SCM
374
Saxony Capital Management
Missouri
$243K +$240K +6,826 New
LWA
375
Lantern Wealth Advisors
New York
$241K +$238K +6,782 New
13 14
15
16 17

HEFA Hedge Fund Activity: Q2 2024 in Review

464 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2024, worth a combined $6.44B — up 1.7% from $6.34B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new HEFA positions and 31 closed out — a net gain of 60 holders — while 139 added to existing stakes and 189 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $90.4M. The largest seller was Envestnet Asset Management, cutting an estimated $246M.

  • 464 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2024, up from 409 in Q1 2024.
  • Funds reported $6.44B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2024, up 1.7% quarter-over-quarter.
  • 91 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2024 and 31 closed out, a net change of +60 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2024 was Partners Capital Investment Group, an estimated $90.4M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $246M sold.

Based on aggregated 13F filings for Q2 2024.