iShares Currency Hedged MSCI EAFE ETF
HEFA
211 hedge funds and large institutions have $2.11B invested in iShares Currency Hedged MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 82 reducing their positions, and 17 closing their positions.
118% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 17
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
9% more funds holding
Funds holding: 194 → 211 (+17)
1.26% less ownership
Funds ownership: 77.28% → 76.02% (-1.3%)
20% less capital invested
Capital invested by funds: $2.64B → $2.11B (-$523M)
34% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$30.9M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$26.4M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$21.7M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$20.5M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$137M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$56.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$20.4M |
| 4 |
PV
Private Vista
Chicago,
Illinois
|
-$15.7M |
| 5 |
JP Morgan Chase
New York
|
-$14.7M |
HEFA Hedge Fund Activity: Q4 2018 in Review
211 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2018, worth a combined $2.11B — down 20% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new HEFA positions and 17 closed out — a net gain of 20 holders — while 54 added to existing stakes and 82 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $30.9M. The largest seller was Goldman Sachs, cutting an estimated $137M.
- 211 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2018, up from 194 in Q3 2018.
- Funds reported $2.11B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2018, down 20% quarter-over-quarter.
- 37 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2018 and 17 closed out, a net change of +20 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2018 was Bank of New York Mellon, an estimated $30.9M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2018 was Goldman Sachs, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2018.