iShares Currency Hedged MSCI EAFE ETF
HEFA
200 hedge funds and large institutions have $2.31B invested in iShares Currency Hedged MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 69 reducing their positions, and 16 closing their positions.
0% more capital invested
Capital invested by funds: $2.3B → $2.31B (+$4.48M)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
0% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 69
0.23% less ownership
Funds ownership: 78.81% → 78.58% (-0.23%)
0% less funds holding
Funds holding: 201 → 200 (-1)
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$11.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.53M |
| 3 |
Goldman Sachs
New York
|
+$4.17M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3.78M |
| 5 |
TAMH
Taikang Asset Management (HK)
Hong Kong
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$26.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$11.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.4M |
| 4 |
Bank of New York Mellon
New York
|
-$5.28M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$5.08M |
HEFA Hedge Fund Activity: Q3 2019 in Review
200 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2019, worth a combined $2.31B — up 0.19% from $2.3B a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of HEFA and 15 opened new positions — a net loss of 1 holder — while 69 trimmed existing stakes and 69 added.
The largest buyer was US Bancorp, adding an estimated $11.9M. The largest seller was HSBC Holdings, cutting an estimated $26.7M.
- 200 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2019, down from 201 in Q2 2019.
- Funds reported $2.31B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2019, up 0.19% quarter-over-quarter.
- 15 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2019 and 16 closed out, a net change of -1 holder.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2019 was US Bancorp, an estimated $11.9M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2019 was HSBC Holdings, an estimated $26.7M sold.
Based on aggregated 13F filings for Q3 2019.