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iShares Currency Hedged MSCI EAFE ETF
HEFA

211 hedge funds and large institutions have $2.11B invested in iShares Currency Hedged MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

9% more funds holding

Funds holding: 194 → 211 (+17)

1.26% less ownership

Funds ownership: 77.28% → 76.02% (-1.3%)

20% less capital invested

Capital invested by funds: $2.64B → $2.11B (-$523M)

34% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 82

Holders
211
Holders Change
+17
Holders Change %
+8.76%
% of All Funds
4.7%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
37
Increased
54
Reduced
82
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$30.9M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$26.4M
3
PI
PFS Investments
Georgia
+$21.7M
4
Northern Trust
Northern Trust
Illinois
+$20.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$137M
2
CWM
Cornerstone Wealth Management
Missouri
-$56.4M
3
Wells Fargo
Wells Fargo
California
-$20.4M
4
PV
Private Vista
Illinois
-$15.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$14.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
51
BOK Financial
Oklahoma
$3.05M +$2.3M +82,562 +233%
FTUS
52
Flow Traders U.S.
New York
$2.98M +$3.21M +115,519 New
CAG
53
Csenge Advisory Group
Florida
$2.94M +$234K +8,401 +8%
IFS
54
Ifrah Financial Services
Arkansas
$2.89M +$3.11M +111,948 New
Citadel Advisors
55
Citadel Advisors
Florida
$2.7M +$2.91M +104,702 New
PCP
56
Proficio Capital Partners
Massachusetts
$2.63M – – –
PCIG
57
Partners Capital Investment Group
Massachusetts
$2.5M +$920K +33,075 +52%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$2.47M -$433K -15,580 -14%
CA
59
Cambridge Associates
Massachusetts
$2.42M -$3.95M -142,186 -60%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$2.41M +$511K +18,380 +25%
SGAM
61
Steinberg Global Asset Management
Florida
$2.33M -$279K -10,026 -10%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$1.99M -$346K -12,455 -14%
B
63
Brightworth
Georgia
$1.97M +$1.73M +62,309 +444%
CA
64
Cornerstone Advisory
Maryland
$1.82M -$154K -5,536 -7%
SGCA
65
Steel Grove Capital Advisors
Tennessee
$1.81M -$1.58M -56,969 -45%
HighTower Advisors
66
HighTower Advisors
Illinois
$1.71M +$192K +6,910 +12%
ASN
67
Advisory Services Network
Georgia
$1.66M -$3.53K -127 -0.2%
SCA
68
Snowden Capital Advisors
New York
$1.62M -$1.36M -48,733 -44%
DE
69
Day & Ennis
Georgia
$1.62M -$113K -4,067 -6%
RFO
70
RiverGlades Family Offices
Florida
$1.62M +$1.74M +62,625 New
Stifel Financial
71
Stifel Financial
Missouri
$1.58M -$993K -35,712 -37%
M&T Bank
72
M&T Bank
New York
$1.56M – – –
GIA
73
Gladstone Institutional Advisory
Florida
$1.46M +$1.57M +56,499 New
AWS
74
AJ Wealth Strategies
New York
$1.38M -$398K -14,319 -21%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$1.36M -$480K -17,267 -25%
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3
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HEFA Hedge Fund Activity: Q4 2018 in Review

211 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2018, worth a combined $2.11B — down 20% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HEFA positions and 17 closed out — a net gain of 20 holders — while 54 added to existing stakes and 82 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $30.9M. The largest seller was Goldman Sachs, cutting an estimated $137M.

  • 211 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2018, up from 194 in Q3 2018.
  • Funds reported $2.11B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2018, down 20% quarter-over-quarter.
  • 37 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2018 and 17 closed out, a net change of +20 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2018 was Bank of New York Mellon, an estimated $30.9M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2018 was Goldman Sachs, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2018.