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 %
CAG
376
Curtis Advisory Group
California
$211K +$211K +5,933 New
WPC
377
White Pine Capital
Minnesota
$210K -$2.13K -60 -1%
Vanguard Group
378
Vanguard Group
Pennsylvania
$207K +$207K +5,831 New
MLL
379
Moody Lynn & Lieberson
Massachusetts
$204K – – –
TWCA
380
Two West Capital Advisors
Kansas
$204K +$204K +5,729 New
HA
381
Herold Advisors
New York
$203K +$203K +5,700 New
RWP
382
RWA Wealth Partners
Massachusetts
$202K +$202K +5,690 New
SWP
383
Stratos Wealth Partners
Ohio
$201K +$201K +5,651 New
FDCDDQ
384
Federation des caisses Desjardins du Quebec
Quebec, Canada
$200K +$34K +955 +20%
RFN
385
RDA Financial Network
Iowa
$200K +$200K +5,630 New
PTC
386
Private Trust Company
Ohio
$199K +$6.58K +185 +3%
FAM
387
Family Asset Management
South Carolina
$181K -$30.8K -867 -15%
WIA
388
Wetzel Investment Advisors
Indiana
$170K – – –
TIM
389
Tortoise Investment Management
New York
$169K – – –
EWA
390
EP Wealth Advisors
California
$151K +$11.9K +335 +9%
SFA
391
Semmax Financial Advisors
North Carolina
$145K -$63.4K -1,871 -30%
AF
392
Allworth Financial
California
$144K +$112K +3,184 +344%
ACA
393
Aptus Capital Advisors
Alabama
$126K -$178 -5 -0.1%
WT
394
Whittier Trust
California
$123K – – –
LFA
395
LGT Financial Advisors
Texas
$115K +$1.49K +42 +1%
PPC
396
Park Place Capital
Alabama
$114K -$17.4K -488 -13%
BBHC
397
Brown Brothers Harriman & Co
New York
$112K – – –
HT
398
Headlands Technologies
Illinois
$102K +$102K +2,872 New
GM
399
GeoWealth Management
Illinois
$101K -$30K -844 -23%
PA
400
Parallel Advisors
California
$99.5K -$16.9K -476 -15%
14 15
16
17 18