We are live on ! Find out more
HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

167 hedge funds and large institutions have $1.95B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.81B → $1.95B (+$142M)

0.76% more ownership

Funds ownership: 80.14% → 80.9% (+0.76%)

6% less funds holding

Funds holding: 177 → 167 (-10)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

52% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 79

Holders
167
Holders Change
-10
Holders Change %
-5.65%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.23%
New
16
Increased
38
Reduced
79
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
+$57.6M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$57.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.1M
4
RGIA
Rainier Group Investment Advisory
Washington
+$15.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.64M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$91.6M
2
PV
Private Vista
Illinois
-$40.7M
3
FHB
First Hawaiian Bank
Hawaii
-$37.5M
4
Morgan Stanley
Morgan Stanley
New York
-$35.3M
5
Wells Fargo
Wells Fargo
California
-$23.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
51
Founders Financial Securities
Maryland
$2.98M +$2.34M +89,287 +479%
WAS
52
Wealth Advisory Solutions
Indiana
$2.93M +$528K +20,170 +23%
HI
53
Horizon Investments
North Carolina
$2.88M +$2.46M +94,050 +809%
OAM
54
Oppenheimer Asset Management
New York
$2.85M +$2.71M +103,372 New
IFS
55
Ifrah Financial Services
Arkansas
$2.78M +$68.5K +2,615 +3%
CCA
56
Clearwater Capital Advisors
Illinois
$2.18M +$173K +6,596 +9%
LFG
57
LifePlan Financial Group
Ohio
$2.14M +$484K +18,501 +31%
CI
58
CX Institutional
Indiana
$2M +$1.77M +67,432 +1,306%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$1.85M – – –
HighTower Advisors
60
HighTower Advisors
Illinois
$1.85M +$207K +7,900 +13%
MWA
61
Meridian Wealth Advisors
Texas
$1.73M -$66.7K -2,549 -4%
SS
62
Sunbelt Securities
Texas
$1.7M -$467K -17,835 -22%
MWM
63
Maltin Wealth Management
New Jersey
$1.6M +$51.6K +1,972 +4%
NEAM
64
New England Asset Management
Connecticut
$1.55M – – –
CAN
65
Cetera Advisor Networks
California
$1.55M +$19.5K +745 +1%
PPA
66
Parametric Portfolio Associates
Washington
$1.36M +$62.8K +2,400 +5%
GBT
67
Grove Bank & Trust
Florida
$1.31M – – –
WQ
68
Wealth Quarterback
New Jersey
$1.26M -$582K -22,212 -33%
CA
69
Cambridge Associates
Massachusetts
$1.21M -$1.3M -49,763 -53%
LA
70
LVW Advisors
New York
$1.18M – – –
CRCM
71
Corbett Road Capital Management
Virginia
$1.15M +$64.1K +2,447 +6%
CTA
72
Colonial Trust Advisors
South Carolina
$993K +$3.38K +129 +0.4%
FCM
73
Firestone Capital Management
Florida
$986K -$240K -9,165 -20%
LWA
74
LWS Wealth Advisors
New Jersey
$983K +$125K +4,776 +15%
Citigroup
75
Citigroup
New York
$948K -$350K -13,383 -28%
1 2
3
4 5

HEFA Hedge Fund Activity: Q2 2020 in Review

167 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2020, worth a combined $1.95B — up 7.8% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of HEFA and 16 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 38 added.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $57.6M. The largest seller was Goldman Sachs, cutting an estimated $91.6M.

  • 167 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2020, down from 177 in Q1 2020.
  • Funds reported $1.95B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2020, up 7.8% quarter-over-quarter.
  • 16 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2020 and 26 closed out, a net change of -10 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2020 was JP Morgan Private Wealth Advisors, an estimated $57.6M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2020 was Goldman Sachs, an estimated $91.6M sold.

Based on aggregated 13F filings for Q2 2020.