HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

424 hedge funds and large institutions have $4.98B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 152 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+33
Holders Change %
+8.44%
% of All Funds
5.65%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.27%
New
81
Increased
152
Reduced
130
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
$155M
2
Goldman Sachs
Goldman Sachs
New York
$1.75B
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$97M
4
CI
CX Institutional
Indiana
$42.9M
5
LPL Financial
LPL Financial
California
$113M

Top Sellers

1
PCIG
Partners Capital Investment Group
Massachusetts
$78.8M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$9.86M
4
PCIA
Prime Capital Investment Advisors
Kansas
$21.8M
5
Comerica Bank
Comerica Bank
Texas
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
376
Realta Investment Advisors
Delaware
$16K +$16K +458 New
GWM
377
Geneos Wealth Management
Colorado
$15.3K +$9.9K +285 +183%
TCPG
378
Trivant Custom Portfolio Group
California
$15.3K +$15.3K +440 New
PAG
379
Paladin Advisory Group
Iowa
$15.1K – – –
WFA
380
Wells Financial Advisors
Massachusetts
$14.8K +$14.8K +425 New
GM
381
GeoWealth Management
Illinois
$14.2K +$590 +17 +4%
PWA
382
Physician Wealth Advisors
Utah
$12.9K +$12.9K +373 New
FWM
383
FLP Wealth Management
Arkansas
$11.8K +$11.8K +340 New
BWL
384
Bogart Wealth LLC
Virginia
$11.7K – – –
CIA
385
Cape Investment Advisory
Georgia
$10.6K -$1.49K -43 -12%
GWSG
386
GPS Wealth Strategies Group
Colorado
$10.4K – – –
VWM
387
Venturi Wealth Management
Texas
$8.97K -$411K -11,825 -98%
FA
388
Fedenia Advisers
Wisconsin
$7.78K +$7.78K +224 New
FLP
389
Financial Life Planners
Arizona
$6.87K +$6.87K +198 New
Kayne Anderson Rudnick Investment Management
390
Kayne Anderson Rudnick Investment Management
California
$6.7K +$70 +2 +1%
S
391
SignatureFD
Georgia
$6.19K -$5K -144 -45%
MCA
392
Midwest Capital Advisors
Michigan
$6.19K +$6.19K +178 New
ST
393
Smithfield Trust
Pennsylvania
$6K – – –
IRC
394
Investors Research Corp
Georgia
$5.91K – – –
PMFA
395
Plante Moran Financial Advisors
Michigan
$5.39K +$2.29K +66 +74%
AIC
396
Archer Investment Corporation
Indiana
$4.97K +$4.97K +143 New
BCMLT
397
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.24K -$2.71K -78 -39%
KWM
398
Kiker Wealth Management
Georgia
$3.96K +$3.96K +114 New
Bank of Montreal
399
Bank of Montreal
Ontario, Canada
$3.37K – – –
BHWM
400
Bay Harbor Wealth Management
Maryland
$2.92K -$49.1K -1,414 -94%
14 15
16
17 18