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iShares Currency Hedged MSCI EAFE ETF
HEFA

217 hedge funds and large institutions have $2.52B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.69% more ownership

Funds ownership: 85.03% → 89.73% (+4.7%)

9% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 67

5% less funds holding

Funds holding: 228 → 217 (-11)

11% less capital invested

Capital invested by funds: $2.82B → $2.52B (-$296M)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

44% less funds holding in top 10

Funds holding in top 10: 16 → 9 (-7)

Holders
217
Holders Change
-11
Holders Change %
-4.82%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.14%
New
31
Increased
73
Reduced
67
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$95.8M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$42.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$20.9M
4
US Bancorp
US Bancorp
Minnesota
+$19.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$96.3M
2
MMA
Miracle Mile Advisors
California
-$69.9M
3
JPG
Jordan Park Group
California
-$60M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$28.3M
5
RJA
Raymond James & Associates
Florida
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
51
Financial Advisory Group
Texas
$2.9M -$353K -11,527 -10%
VWA
52
VERITY Wealth Advisors
United States
$2.68M +$252K +8,237 +9%
OMC
53
Old Mission Capital
Illinois
$2.67M -$13.6M -442,908 -82%
AWS
54
Atria Wealth Solutions
New York
$2.66M +$1.06M +34,475 +54%
XF
55
XML Financial
Maryland
$2.51M -$43.1K -1,407 -1%
WWM
56
WT Wealth Management
Arizona
$2.31M +$216K +7,049 +9%
AWA
57
Aaron Wealth Advisors
Illinois
$2.31M -$274K -8,932 -9%
OCBCO
58
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.28M +$2.59M +84,426 New
MW
59
MBL Wealth
North Carolina
$2.23M +$827 +27 +0%
FA
60
Financial Advisors
Massachusetts
$2.2M -$473K -15,444 -16%
BFPW
61
BOK Financial Private Wealth
Colorado
$1.97M -$323K -10,538 -13%
HighTower Advisors
62
HighTower Advisors
Illinois
$1.91M -$491K -16,041 -18%
TC
63
Titleist Capital
Texas
$1.77M +$377K +12,318 +23%
MML Investors Services
64
MML Investors Services
Massachusetts
$1.71M -$141K -4,615 -7%
CFGS
65
Concourse Financial Group Securities
Alabama
$1.7M +$197K +6,430 +11%
CWA
66
Canvas Wealth Advisors
Kansas
$1.66M +$176K +5,762 +11%
PFG
67
PAX Financial Group
Texas
$1.62M +$387K +12,627 +27%
HPM
68
Hoxton Planning & Management
West Virginia
$1.59M +$1.8M +58,933 New
Citigroup
69
Citigroup
New York
$1.53M +$527K +17,200 +44%
FHB
70
First Hawaiian Bank
Hawaii
$1.53M +$555K +18,108 +47%
WFO
71
Wealthgate Family Office
Colorado
$1.52M – – –
LA
72
LVW Advisors
New York
$1.51M +$297K +9,709 +21%
Mariner
73
Mariner
Kansas
$1.47M -$188K -6,134 -10%
GVAG
74
Great Valley Advisor Group
Delaware
$1.43M +$419K +13,685 +35%
VFA
75
Valeo Financial Advisors
Indiana
$1.4M +$1.58M +51,710 New
1 2
3
4 5

HEFA Hedge Fund Activity: Q4 2022 in Review

217 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2022, worth a combined $2.52B — down 11% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of HEFA and 31 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 73 added.

The largest buyer was Goldman Sachs, adding an estimated $95.8M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $96.3M sold.

  • 217 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2022, down from 228 in Q3 2022.
  • Funds reported $2.52B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2022, down 11% quarter-over-quarter.
  • 31 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2022 and 36 closed out, a net change of -5 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2022 was Goldman Sachs, an estimated $95.8M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2022 was RiverFront Investment Group, an estimated $96.3M sold.

Based on aggregated 13F filings for Q4 2022.