HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

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
Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
3.47%
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

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$173M
2
HMH
2
Hackensack Meridian Health
New Jersey
$28.6M
3
CCM
3
Coldstream Capital Management
Washington
$121M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$21.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$19.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$5.56M
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
AT
3
American Trust
Kentucky
$0
4
KAH
4
Kathryn A. Hall
$13.2M
5
US Bancorp
5
US Bancorp
Minnesota
$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
26
Csenge Advisory Group
Florida
$16.4M +$89.6K +2,891 +0.5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$14.9M +$2.19M +70,555 +17%
TF
28
TIAA FSB
Florida
$14.4M +$928K +29,927 +7%
UBS Group
29
UBS Group
Switzerland
$13.9M +$350K +11,282 +3%
KAH
30
Kathryn A. Hall
$13.2M -$4.86M -156,848 -27%
VCM
31
Verde Capital Management
Michigan
$12.8M +$1.37M +44,121 +12%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$12.6M +$254K +8,181 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$12.6M -$12.6K -406 -0.1%
OCM
34
One Capital Management
California
$12.4M -$295K -9,528 -2%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$12.3M -$2.14M -68,881 -15%
AWM
36
AE Wealth Management
Kansas
$11.6M -$814K -26,244 -7%
KA
37
Kovack Advisors
Florida
$10.8M +$10.8M +349,665 New
Jane Street
38
Jane Street
New York
$10.7M +$1.03M +33,194 +11%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$9.46M -$2.36M -76,136 -20%
WMG
40
WESCAP Management Group
California
$9.41M -$369K -11,917 -4%
ECM
41
Exchange Capital Management
Michigan
$8.42M +$38.1K +1,228 +0.5%
CC
42
Cypress Capital
Tennessee
$7.85M -$166K -5,360 -2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$7.57M +$951K +30,684 +14%
RJA
44
Raymond James & Associates
Florida
$7.42M +$1.37M +44,283 +23%
AWE
45
Avidian Wealth Enterprises
Texas
$7.16M -$190K -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 +$6.21M +200,311 New
CI
49
CX Institutional
Indiana
$5.66M +$103K +3,328 +2%
AAS
50
Avantax Advisory Services
Texas
$5.58M +$168K +5,434 +3%
1
2
3 4 5