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iShares Currency Hedged MSCI EAFE ETF
HEFA

232 hedge funds and large institutions have $3.12B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

16% more funds holding

Funds holding: 200 → 232 (+32)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

3% more capital invested

Capital invested by funds: $3.02B → $3.12B (+$103M)

0.45% more ownership

Funds ownership: 88.55% → 88.99% (+0.45%)

23% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 75

Holders
232
Holders Change
+32
Holders Change %
+16%
% of All Funds
3.91%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.27%
New
49
Increased
58
Reduced
75
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$125M
2
JPG
Jordan Park Group
California
+$83M
3
JP Morgan Chase
JP Morgan Chase
New York
+$74M
4
MMA
Miracle Mile Advisors
California
+$70.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.8M

Top Sellers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
-$120M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$35.1M
3
Ameriprise
Ameriprise
Minnesota
-$16M
4
CI
CX Institutional
Indiana
-$15.3M
5
QFA
Quattro Financial Advisors
Texas
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
51
Park Avenue Securities
New York
$4.81M +$675K +20,360 +16%
IFS
52
Ifrah Financial Services
Arkansas
$4.34M +$654K +19,726 +17%
Jane Street
53
Jane Street
New York
$4.19M +$3.91M +117,938 +865%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$3.96M -$1.36M -40,922 -25%
FMP
55
Financial Management Professionals
Texas
$3.94M -$200K -6,023 -5%
AAS
56
Avantax Advisory Services
Texas
$3.77M +$704K +21,253 +22%
CFGS
57
Concourse Financial Group Securities
Alabama
$3.34M +$823K +24,824 +31%
AWA
58
Aaron Wealth Advisors
Illinois
$3.12M -$120M -3,621,240 -97%
FA
59
Financial Advisors
Massachusetts
$3.08M -$257K -7,768 -7%
GM
60
GeoWealth Management
Illinois
$3.02M +$3.14M +94,889 New
SFA
61
Source Financial Advisors
New York
$3.02M +$3.14M +94,889 New
JC
62
JB Capital
Connecticut
$2.99M +$257K +7,764 +9%
XF
63
XML Financial
Maryland
$2.94M -$22K -664 -0.7%
MML Investors Services
64
MML Investors Services
Massachusetts
$2.94M +$1.15M +34,602 +60%
VWA
65
VERITY Wealth Advisors
United States
$2.87M -$61.1K -1,843 -2%
HighTower Advisors
66
HighTower Advisors
Illinois
$2.84M -$787K -23,750 -21%
BFPW
67
BOK Financial Private Wealth
Colorado
$2.79M -$676K -20,402 -19%
MWA
68
Meridian Wealth Advisors
Texas
$2.76M -$56K -1,690 -2%
AWS
69
Atria Wealth Solutions
New York
$2.62M +$805K +24,281 +42%
Stifel Financial
70
Stifel Financial
Missouri
$2.57M +$2.37M +71,589 +775%
CF
71
Clarity Financial
Texas
$2.44M -$6.83K -206 -0.3%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$2.43M +$2.09M +62,958 +466%
FAG
73
Financial Advisory Group
Texas
$2.42M +$1.78M +53,570 +237%
MA
74
MBA Advisors
Pennsylvania
$2.4M +$282K +8,516 +13%
CCA
75
Clearwater Capital Advisors
Illinois
$2.33M +$9.05K +273 +0.4%
1 2
3
4 5

HEFA Hedge Fund Activity: Q2 2022 in Review

232 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2022, worth a combined $3.12B — up 3.4% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new HEFA positions and 16 closed out — a net gain of 33 holders — while 58 added to existing stakes and 75 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $125M. The largest seller was Aaron Wealth Advisors, cutting an estimated $120M.

  • 232 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2022, up from 200 in Q1 2022.
  • Funds reported $3.12B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2022, up 3.4% quarter-over-quarter.
  • 49 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2022 and 16 closed out, a net change of +33 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2022 was RiverFront Investment Group, an estimated $125M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2022.