iShares Currency Hedged MSCI EAFE ETF
HEFA
176 hedge funds and large institutions have $2.45B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 13 closing their positions.
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
11% more capital invested
Capital invested by funds: $2.21B → $2.45B (+$247M)
4% more funds holding
Funds holding: 170 → 176 (+6)
1.06% more ownership
Funds ownership: 84.91% → 85.97% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
11% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$36.1M |
| 2 |
Goldman Sachs
New York
|
+$31.2M |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$29.8M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$29.4M |
| 5 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$16.6M |
| 2 |
Bank of New York Mellon
New York
|
-$8.84M |
| 3 |
CC
Cypress Capital
Franklin,
Tennessee
|
-$7.54M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$2.38M |
| 5 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
-$2.14M |
HEFA Hedge Fund Activity: Q2 2021 in Review
176 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2021, worth a combined $2.45B — up 11% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HEFA positions and 13 closed out — a net gain of 8 holders — while 51 added to existing stakes and 57 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $36.1M. The largest seller was Partners Capital Investment Group, cutting an estimated $16.6M.
- 176 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2021, up from 170 in Q1 2021.
- Funds reported $2.45B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2021, up 11% quarter-over-quarter.
- 21 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2021 and 13 closed out, a net change of +8 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $36.1M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2021 was Partners Capital Investment Group, an estimated $16.6M sold.
Based on aggregated 13F filings for Q2 2021.