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iShares Currency Hedged MSCI EAFE ETF
HEFA

429 hedge funds and large institutions have $5B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 154 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 38

29% more funds holding in top 10

Funds holding in top 10: 17 → 22 (+5)

17% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 132

9% more funds holding

Funds holding: 395 → 429 (+34)

1.28% more ownership

Funds ownership: 90.46% → 91.74% (+1.3%)

1% more capital invested

Capital invested by funds: $4.95B → $5B (+$52.6M)

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
5.65%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.29%
New
82
Increased
154
Reduced
132
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Dynasty Wealth Management
Florida
+$157M
2
Goldman Sachs
Goldman Sachs
New York
+$121M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$57.7M
4
CI
CX Institutional
Indiana
+$36.8M
5
LPL Financial
LPL Financial
California
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
-$92.9M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$64.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$58.7M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$42.3M
5
Comerica Bank
Comerica Bank
Texas
-$42.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
401
Archer Investment Corporation
Indiana
$4.97K +$5.04K +143 New
BCMLT
402
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.24K -$2.75K -78 -39%
KWM
403
Kiker Wealth Management
Georgia
$3.96K +$4.01K +114 New
Bank of Montreal
404
Bank of Montreal
Ontario, Canada
$3.37K – – –
BHWM
405
Bay Harbor Wealth Management
Maryland
$2.92K -$49.8K -1,414 -94%
JWA
406
JFS Wealth Advisors
Pennsylvania
$2.88K – – –
OLVIG
407
Oliver Lagore Vanvalin Investment Group
Michigan
$2.88K – – –
CAWM
408
Capital A Wealth Management
Pennsylvania
$2.88K +$2.92K +83 New
TAM
409
Tucker Asset Management
Colorado
$2.15K -$17.6K -501 -89%
FGC
410
Financial Gravity Companies
Texas
$1.98K – – –
TRCT
411
Tower Research Capital (TRC)
New York
$1.7K +$1.48K +42 +600%
EW
412
Element Wealth
Mississippi
$1.51K +$35 +1 +2%
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$1.29K – – –
SS
414
Sunbelt Securities
Texas
$1.28K – – –
CTC
415
Central Trust Company
Missouri
$1.11K – – –
MBFW
416
Morton Brown Family Wealth
Pennsylvania
$973 – – –
FIA
417
FPC Investment Advisory
California
$838 – – –
ITIM
418
Indiana Trust & Investment Management
Indiana
$626 – – –
NRC
419
New Republic Capital
North Carolina
$626 – – –
EWM
420
EPG Wealth Management
Georgia
$591 – – –
CSC
421
Caldwell Sutter Capital
California
$556 – – –
FF
422
Friedenthal Financial
New Jersey
$348 +$352 +10 New
WSFS
423
Wilmington Savings Fund Society
Delaware
$348 +$352 +10 New
HIA
424
Harbor Investment Advisory
Maryland
$313 – – –
LFG
425
Larson Financial Group
Missouri
$278 +$282 +8 New
15 16
17
18 19

HEFA Hedge Fund Activity: Q4 2024 in Review

429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2024, worth a combined $5B — up 1.1% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new HEFA positions and 38 closed out — a net gain of 44 holders — while 154 added to existing stakes and 132 trimmed.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $157M. The largest seller was Partners Capital Investment Group, cutting an estimated $92.9M.

  • 429 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2024, up from 395 in Q3 2024.
  • Funds reported $5B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 82 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2024 and 38 closed out, a net change of +44 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2024 was Dynasty Wealth Management, an estimated $157M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2024 was Partners Capital Investment Group, an estimated $92.9M sold.

Based on aggregated 13F filings for Q4 2024.