HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

162 hedge funds and large institutions have $2.31B invested in iShares Currency Hedged MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+20
Holders Change %
+14.08%
% of All Funds
4.06%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.33%
New
40
Increased
53
Reduced
58
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
USAA
1
United Services Automobile Association
Texas
$109M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.01B
3
BIT
3
BlackRock Institutional Trust
California
$17.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$132M
5
UBS Group
5
UBS Group
Switzerland
$56.9M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$0
2
MI
2
Mercer Investments
Massachusetts
$27.5M
3
Jane Street
3
Jane Street
New York
$4.89M
4
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$2.16M
5
MFS
5
MSI Financial Services
Massachusetts
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCA
26
Steel Grove Capital Advisors
Tennessee
$10.5M +$1.98M +75,003 +23%
BOH
27
Bank of Hawaii
Hawaii
$9.57M -$6.7M -256,567 -41%
Comerica Bank
28
Comerica Bank
Texas
$9.03M +$8.49M +317,825 +1,549%
BCM
29
Brookstone Capital Management
Illinois
$8.95M +$2.06M +78,888 +30%
LPL Financial
30
LPL Financial
California
$8.32M +$1.7M +64,222 +26%
CCMG
31
Clark Capital Management Group
Pennsylvania
$8.27M -$877K -33,564 -10%
PV
32
Private Vista
Illinois
$7.87M -$333K -12,637 -4%
WB
33
Webster Bank
Connecticut
$7.35M -$1.44M -54,986 -16%
KP
34
Keel Point
Alabama
$7.18M +$7.18M +274,738 New
BF
35
BOK Financial
Oklahoma
$6.2M -$104K -3,987 -2%
PCP
36
Proficio Capital Partners
Massachusetts
$6.2M +$6.12M +234,180 +7,806%
IDBONY
37
Israel Discount Bank of New York
New York
$6.06M +$6.06M +232,144 New
FCAG
38
First Capital Advisors Group
New Jersey
$5.89M +$5.89M +225,436 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$5.8M +$1.8M +69,051 +45%
FAAS
40
First Allied Advisory Services
California
$5.76M -$919K -35,165 -14%
AG
41
Advisor Group
Arizona
$5.35M +$470K +17,989 +10%
SMM
42
Stadion Money Management
Georgia
$5.29M +$5.29M +202,328 New
CIM
43
Cetera Investment Management
California
$5.02M -$980K -37,530 -16%
CBU
44
CIBC Bank USA
Illinois
$4.93M +$1.74M +66,650 +55%
Jane Street
45
Jane Street
New York
$4.89M -$23.4M -894,282 -83%
William Blair & Company
46
William Blair & Company
Illinois
$4.62M -$49.2K -1,882 -1%
Citigroup
47
Citigroup
New York
$4.28M +$3.8M +145,456 +786%
VFA
48
Virtus Fund Advisers
Connecticut
$4.28M -$3.59M -136,049 -46%
ACS
49
Archford Capital Strategies
Illinois
$4.04M +$4.03M +154,147 +26,486%
Citadel Advisors
50
Citadel Advisors
Florida
$4.03M +$214K +8,192 +6%
1
2
3 4 5