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iShares Currency Hedged MSCI EAFE ETF
HEFA

220 hedge funds and large institutions have $3.29B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

13% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 68

13% more capital invested

Capital invested by funds: $2.92B → $3.29B (+$373M)

2.58% more ownership

Funds ownership: 90.49% → 93.08% (+2.6%)

2% more funds holding

Funds holding: 215 → 220 (+5)

Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
3.45%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
28
Increased
77
Reduced
68
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
+$55M
2
CCM
Coldstream Capital Management
Washington
+$23.6M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$17.8M
4
Morgan Stanley
Morgan Stanley
New York
+$15.4M
5
UCFA
United Capital Financial Advisors
Texas
+$14.6M

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$17.4M
2
WBG
Wharton Business Group
Pennsylvania
-$14.2M
3
AT
American Trust
Kentucky
-$5.76M
4
KAH
Kathryn A. Hall
-$4.75M
5
US Bancorp
US Bancorp
Minnesota
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
26
Csenge Advisory Group
Florida
$16.4M +$87.5K +2,891 +0.5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$14.9M +$2.14M +70,555 +17%
TF
28
TIAA FSB
Florida
$14.4M +$906K +29,927 +7%
UBS Group
29
UBS Group
Switzerland
$13.9M +$342K +11,282 +3%
KAH
30
Kathryn A. Hall
$13.2M -$4.75M -156,848 -27%
VCM
31
Verde Capital Management
Michigan
$12.8M +$1.34M +44,121 +12%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$12.6M +$248K +8,181 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$12.6M -$12.3K -406 -0.1%
OCM
34
One Capital Management
California
$12.4M -$288K -9,528 -2%
JP Morgan Chase
35
JP Morgan Chase
New York
$12.3M -$2.09M -68,881 -15%
AWM
36
AE Wealth Management
Kansas
$11.6M -$795K -26,244 -7%
KA
37
Kovack Advisors
Florida
$10.8M +$10.6M +349,665 New
Jane Street
38
Jane Street
New York
$10.7M +$1.01M +33,194 +11%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$9.46M -$2.31M -76,136 -20%
WMG
40
WESCAP Management Group
California
$9.41M -$361K -11,917 -4%
ECM
41
Exchange Capital Management
Michigan
$8.42M +$37.2K +1,228 +0.5%
CC
42
Cypress Capital
Tennessee
$7.85M -$162K -5,360 -2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$7.57M +$929K +30,684 +14%
RJA
44
Raymond James & Associates
Florida
$7.42M +$1.34M +44,283 +23%
AWE
45
Avidian Wealth Enterprises
Texas
$7.16M -$185K -6,119 -3%
PFO
46
Pathstone Family Office
New Jersey
$6.84M – – –
NL
47
NEPC LLC
Massachusetts
$6.46M – – –
FTUS
48
Flow Traders U.S.
New York
$6.21M +$6.06M +200,311 New
CI
49
CX Institutional
Indiana
$5.66M +$101K +3,328 +2%
AAS
50
Avantax Advisory Services
Texas
$5.58M +$165K +5,434 +3%
1
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3 4 5

HEFA Hedge Fund Activity: Q2 2023 in Review

220 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2023, worth a combined $3.29B — up 13% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HEFA positions and 22 closed out — a net gain of 6 holders — while 77 added to existing stakes and 68 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $55M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $17.4M.

  • 220 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2023, up from 215 in Q1 2023.
  • Funds reported $3.29B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 28 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2023 and 22 closed out, a net change of +6 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2023 was Partners Capital Investment Group, an estimated $55M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2023.