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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
HKIMG
376
Hutchens & Kramer Investment Management Group
Indiana
$236K -$72.3K -2,061 -24%
SIS
377
Sound Income Strategies
Florida
$235K +$218K +6,219 +1,566%
APC
378
Aspire Private Capital
North Carolina
$221K -$78.5K -2,238 -26%
ACM
379
Absolute Capital Management
Pennsylvania
$213K -$115K -3,267 -35%
CAG
380
Curtis Advisory Group
California
$211K +$208K +5,933 New
WPC
381
White Pine Capital
Minnesota
$210K -$2.11K -60 -1%
Vanguard Group
382
Vanguard Group
Pennsylvania
$207K +$205K +5,831 New
MLL
383
Moody Lynn & Lieberson
Massachusetts
$204K – – –
TWCA
384
Two West Capital Advisors
Kansas
$204K +$201K +5,729 New
HA
385
Herold Advisors
New York
$203K +$200K +5,700 New
RWP
386
RWA Wealth Partners
Massachusetts
$202K +$200K +5,690 New
SWP
387
Stratos Wealth Partners
Ohio
$201K +$198K +5,651 New
FDCDDQ
388
Federation des caisses Desjardins du Quebec
Quebec, Canada
$200K +$33.5K +955 +20%
RFN
389
RDA Financial Network
Iowa
$200K +$198K +5,630 New
PTC
390
Private Trust Company
Ohio
$199K +$6.49K +185 +3%
FAM
391
Family Asset Management
South Carolina
$181K -$30.4K -867 -15%
WIA
392
Wetzel Investment Advisors
Indiana
$170K – – –
TIM
393
Tortoise Investment Management
New York
$169K – – –
EWA
394
EP Wealth Advisors
California
$151K +$11.8K +335 +9%
SFA
395
Semmax Financial Advisors
North Carolina
$145K -$65.7K -1,871 -30%
AF
396
Allworth Financial
California
$144K +$112K +3,184 +344%
ACA
397
Aptus Capital Advisors
Alabama
$126K -$175 -5 -0.1%
WT
398
Whittier Trust
California
$123K – – –
LFA
399
LGT Financial Advisors
Texas
$115K +$1.47K +42 +1%
PPC
400
Park Place Capital
Alabama
$114K -$17.1K -488 -13%
14 15
16
17 18

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.