iShares Currency Hedged MSCI EAFE ETF
HEFA
409 hedge funds and large institutions have $6.34B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 143 increasing their positions, 57 reducing their positions, and 19 closing their positions.
795% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 19
151% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 57
64% more capital invested
Capital invested by funds: $3.87B → $6.34B (+$2.47B)
57% more funds holding
Funds holding: 260 → 409 (+149)
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
1.5% less ownership
Funds ownership: 101.01% → 99.5% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$706M |
| 2 |
LPL Financial
San Diego,
California
|
+$156M |
| 3 |
JP Morgan Chase
New York
|
+$136M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$105M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$88.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$206M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$62M |
| 3 |
Morgan Stanley
New York
|
-$31.5M |
| 4 |
HMH
Hackensack Meridian Health
Edison,
New Jersey
|
-$30M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$19.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DJSG
426
D.J. St. Germain
Springfield,
Massachusetts
| – | -$1.61K | -51 | Closed |
|
|
HWP
427
Highline Wealth Partners
Sherman Oaks,
California
| – | -$252 | -8 | Closed |
|
428
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$32 | -1 | Closed |
|
HEFA Hedge Fund Activity: Q1 2024 in Review
409 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2024, worth a combined $6.34B — up 64% from $3.87B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new HEFA positions and 19 closed out — a net gain of 151 holders — while 143 added to existing stakes and 57 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $706M. The largest seller was Goldman Sachs, cutting an estimated $206M.
- 409 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2024, up from 260 in Q4 2023.
- Funds reported $6.34B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2024, up 64% quarter-over-quarter.
- 170 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2024 and 19 closed out, a net change of +151 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $706M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2024 was Goldman Sachs, an estimated $206M sold.
Based on aggregated 13F filings for Q1 2024.