iShares Currency Hedged MSCI EAFE ETF
HEFA
141 hedge funds and large institutions have $2.61B invested in iShares Currency Hedged MSCI EAFE ETF in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 10 closing their positions.
350% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 10
71% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 31
35% more capital invested
Capital invested by funds: $1.94B → $2.61B (+$673M)
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
31% more funds holding
Funds holding: 108 → 141 (+33)
5.08% more ownership
Funds ownership: 69.02% → 74.1% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$379M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$126M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$49.9M |
| 4 |
Morgan Stanley
New York
|
+$39.3M |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$90.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.9M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$11.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.51M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$5.61M |
HEFA Hedge Fund Activity: Q4 2015 in Review
141 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2015, worth a combined $2.61B — up 35% from $1.94B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new HEFA positions and 10 closed out — a net gain of 35 holders — while 53 added to existing stakes and 31 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $379M. The largest seller was Goldman Sachs, cutting an estimated $90.7M.
- 141 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2015, up from 108 in Q3 2015.
- Funds reported $2.61B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2015, up 35% quarter-over-quarter.
- 45 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2015 and 10 closed out, a net change of +35 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2015 was JP Morgan Chase, an estimated $379M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2015 was Goldman Sachs, an estimated $90.7M sold.
Based on aggregated 13F filings for Q4 2015.