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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
VWWMG
451
Vermillion & White Wealth Management Group
Pennsylvania
$5.05K +$4.98K +142 New
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$4.2K +$4.14K +118 New
Bank of Montreal
453
Bank of Montreal
Ontario, Canada
$3.46K +$3.4K +97 New
SFC
454
Strategic Financial Concepts
Texas
$3.03K +$3.71M +105,691 New
JWA
455
JFS Wealth Advisors
Pennsylvania
$2.95K +$2.91K +83 New
ANBT
456
American National Bank & Trust
Texas
$2.2K +$2.18K +62 New
FGAM
457
Financial Gravity Asset Management
Texas
$2.03K +$2K +57 New
OWA
458
Opal Wealth Advisors
New York
$1.96K +$1.93K +55 New
CWP
459
Concord Wealth Partners
Virginia
$1.17K -$1.72K -49 -60%
FRA
460
Front Row Advisors
California
$1.17K – – –
FIA
461
FPC Investment Advisory
California
$813 +$807 +23 New
CA
462
Crewe Advisors
Utah
$712 +$702 +20 New
FHC
463
First Heartland Consultants
Missouri
$692 -$72.4K -2,063 -10%
DJSG
464
D.J. St. Germain
Massachusetts
$604 +$597 +17 New
CSC
465
Caldwell Sutter Capital
California
$569 – – –
SAG
466
SageView Advisory Group
California
– -$47.4M -2,003,402 Closed
LNC
467
Lincoln National Corp
Pennsylvania
– -$30.5M -873,843 Closed
FTUS
468
Flow Traders U.S.
New York
– -$5.96M -170,953 Closed
Renaissance Technologies
469
Renaissance Technologies
New York
– -$5.24M -150,300 Closed
KFGK
470
Keystone Financial Group (Kentucky)
Kentucky
– -$2.81M -80,449 Closed
MAV
471
Mason & Associates (Virginia)
Virginia
– -$2.53M -72,408 Closed
EIA
472
Eldridge Investment Advisors
New Hampshire
– -$1.73M -49,520 Closed
SFS
473
Security Financial Services
Indiana
– -$1.59M -45,596 Closed
LSAG
474
Lake Street Advisors Group
New Hampshire
– -$1.26M -36,189 Closed
BAM
475
Belpointe Asset Management
Nevada
– -$1.05M -30,219 Closed
16 17 18
19
20

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.