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iShares Currency Hedged MSCI EAFE ETF
HEFA

227 hedge funds and large institutions have $2.4B invested in iShares Currency Hedged MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

14% more funds holding

Funds holding: 200 → 227 (+27)

1.5% more ownership

Funds ownership: 78.58% → 80.08% (+1.5%)

4% more capital invested

Capital invested by funds: $2.31B → $2.4B (+$97.9M)

14% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 76

Holders
227
Holders Change
+27
Holders Change %
+13.5%
% of All Funds
4.47%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
41
Increased
65
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.45M
2
US Bancorp
US Bancorp
Minnesota
+$7.35M
3
UCFA
United Capital Financial Advisors
Texas
+$7.31M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.54M
5
Morgan Stanley
Morgan Stanley
New York
+$4.38M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$10.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.86M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$4.41M
4
Jane Street
Jane Street
New York
-$2.9M
5
FTUS
Flow Traders U.S.
New York
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
51
Financial Advisory Group
Texas
$3.94M -$244K -8,000 -6%
TAMH
52
Taikang Asset Management (HK)
Hong Kong
$3.91M – – –
PCM
53
Pennsylvania Capital Management
Pennsylvania
$3.82M +$3.82M +125,225 New
MML Investors Services
54
MML Investors Services
Massachusetts
$3.81M -$336K -10,999 -8%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$3.54M -$99.4K -3,257 -3%
MWA
56
Meridian Wealth Advisors
Texas
$3.53M -$12K -392 -0.3%
IFS
57
Ifrah Financial Services
Arkansas
$3.38M -$287K -9,412 -8%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$3.14M -$1.99M -65,339 -39%
NFG
59
Norris Financial Group
South Carolina
$3.1M +$3.1M +101,518 New
Citadel Advisors
60
Citadel Advisors
Florida
$3.02M +$3.02M +98,882 New
PCP
61
Proficio Capital Partners
Massachusetts
$2.9M – – –
WAS
62
Wealth Advisory Solutions
Indiana
$2.89M +$2.89M +94,749 New
CA
63
Cambridge Associates
Massachusetts
$2.86M – – –
CI
64
CX Institutional
Indiana
$2.84M +$2.83M +92,648 +18,985%
MWM
65
Maltin Wealth Management
New Jersey
$2.83M +$2.83M +92,894 New
CFG
66
CKW Financial Group
Hawaii
$2.7M +$136K +4,450 +5%
RCM
67
RNC Capital Management
California
$2.49M -$1.52K -50 -0.1%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$2.36M +$1.92M +62,869 +432%
HighTower Advisors
69
HighTower Advisors
Illinois
$2.27M -$156K -5,106 -6%
CCA
70
Clearwater Capital Advisors
Illinois
$2.21M -$607K -19,891 -22%
CG
71
Colony Group
Massachusetts
$2.13M -$39.6K -1,298 -2%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$2.03M – – –
WQ
73
Wealth Quarterback
New Jersey
$1.86M +$1.86M +60,966 New
RCM
74
Rain Capital Management
Oregon
$1.72M +$29.1K +955 +2%
LFG
75
LifePlan Financial Group
Ohio
$1.69M +$233K +7,638 +16%
1 2
3
4 5

HEFA Hedge Fund Activity: Q4 2019 in Review

227 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2019, worth a combined $2.4B — up 4.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HEFA positions and 13 closed out — a net gain of 28 holders — while 65 added to existing stakes and 76 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $9.45M. The largest seller was Goldman Sachs, cutting an estimated $10.4M.

  • 227 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2019, up from 200 in Q3 2019.
  • Funds reported $2.4B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 41 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2019 and 13 closed out, a net change of +28 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $9.45M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2019 was Goldman Sachs, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2019.