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iShares Currency Hedged MSCI EAFE ETF
HEFA

221 hedge funds and large institutions have $3.54B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

13% more funds holding

Funds holding: 195 → 221 (+26)

10% more capital invested

Capital invested by funds: $3.21B → $3.54B (+$333M)

2.39% more ownership

Funds ownership: 76.09% → 78.48% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

Holders
221
Holders Change
+26
Holders Change %
+13.33%
% of All Funds
5.01%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
44
Increased
84
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$64.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.5M
3
LPL Financial
LPL Financial
California
+$27.4M
4
UBS Group
UBS Group
Switzerland
+$22.4M
5
PAS
Park Avenue Securities
New York
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
-$9.38M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.7M
3
AF
Ally Financial
Michigan
-$6.68M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.45M
5
BF
BOK Financial
Oklahoma
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
51
Telemus Capital
Michigan
$6.63M +$6.63M +223,479 New
FF
52
Fluent Financial
Texas
$6.5M +$6.31M +212,512 New
FAAS
53
First Allied Advisory Services
California
$6.34M +$307K +10,352 +5%
William Blair & Company
54
William Blair & Company
Illinois
$6.24M +$672K +22,652 +12%
PAMG
55
Patton Albertson Miller Group
Tennessee
$4.8M -$1.03M -34,689 -18%
IH
56
IFC Holdings
Florida
$4.76M +$429K +14,447 +10%
CM
57
Columbus Macro
Pennsylvania
$4.4M +$4.4M +148,258 New
FTUS
58
Flow Traders U.S.
New York
$4.26M -$1.47M -49,498 -26%
HighTower Advisors
59
HighTower Advisors
Illinois
$4.24M -$248K -8,365 -6%
LFG
60
LifePlan Financial Group
Ohio
$3.99M – – –
PCP
61
Proficio Capital Partners
Massachusetts
$3.79M +$27.6K +930 +0.7%
DFIG
62
Dragon Financial & Investment Group
California
$3.77M +$3.77M +127,173 New
NA
63
NewEdge Advisors
Louisiana
$3.76M +$745K +25,115 +26%
Geode Capital Management
64
Geode Capital Management
Massachusetts
$3.65M – – –
FA
65
FDx Advisors
Illinois
$3.49M +$361K +12,151 +12%
CBU
66
CIBC Bank USA
Illinois
$3.37M -$216K -7,295 -6%
WB
67
Webster Bank
Connecticut
$3.37M -$616K -20,769 -15%
DE
68
Day & Ennis
Georgia
$3.33M +$293K +9,883 +10%
FMBTD
69
First Midwest Bank Trust Division
Illinois
$3.24M -$172K -5,793 -5%
CA
70
Cornerstone Advisory
Maryland
$3.15M -$8.81K -297 -0.3%
Citigroup
71
Citigroup
New York
$3.11M +$80.7K +2,720 +3%
ONB
72
Old National Bancorp
Indiana
$2.92M -$165K -5,577 -5%
CS
73
Comerica Securities
Michigan
$2.89M +$749K +25,254 +36%
CCMG
74
Clark Capital Management Group
Pennsylvania
$2.85M -$195K -6,579 -6%
FCAG
75
First Capital Advisors Group
New Jersey
$2.79M -$2.57M -86,710 -48%
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HEFA Hedge Fund Activity: Q4 2017 in Review

221 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2017, worth a combined $3.54B — up 10% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HEFA positions and 16 closed out — a net gain of 28 holders — while 84 added to existing stakes and 58 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $64.9M. The largest seller was Wharton Business Group, cutting an estimated $9.38M.

  • 221 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2017, up from 195 in Q3 2017.
  • Funds reported $3.54B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2017, up 10% quarter-over-quarter.
  • 44 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2017 and 16 closed out, a net change of +28 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2017 was Goldman Sachs, an estimated $64.9M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2017 was Wharton Business Group, an estimated $9.38M sold.

Based on aggregated 13F filings for Q4 2017.