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iShares Currency Hedged MSCI EAFE ETF
HEFA

215 hedge funds and large institutions have $2.92B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

16% more capital invested

Capital invested by funds: $2.52B → $2.92B (+$396M)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

0.77% more ownership

Funds ownership: 89.73% → 90.49% (+0.77%)

1% less funds holding

Funds holding: 217 → 215 (-2)

Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.43%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
33
Increased
72
Reduced
62
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.6M
2
UCFA
United Capital Financial Advisors
Texas
+$30.6M
3
FIB
First Interstate Bank
Montana
+$30.1M
4
Goldman Sachs
Goldman Sachs
New York
+$28.6M
5
KAH
Kathryn A. Hall
+$16.8M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$17.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.2M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$10.7M
4
CI
CX Institutional
Indiana
-$9.81M
5
Bank of America
Bank of America
North Carolina
-$8.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
51
WT Wealth Management
Arizona
$4.18M +$1.63M +56,398 +66%
IFS
52
Ifrah Financial Services
Arkansas
$4.17M -$194K -6,733 -5%
BF
53
BOK Financial
Oklahoma
$3.96M -$135K -4,682 -3%
CAN
54
Cetera Advisor Networks
California
$3.78M -$4.1M -141,878 -52%
AWS
55
Atria Wealth Solutions
New York
$3.28M +$369K +12,788 +13%
SWM
56
Spire Wealth Management
Virginia
$3.27M -$880K -30,476 -22%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$3.02M +$2.97M +102,833 New
VWA
58
VERITY Wealth Advisors
United States
$2.93M +$5.63K +195 +0.2%
TAM
59
Titleist Asset Management
Texas
$2.74M +$2.68M +92,899 New
CFGS
60
Concourse Financial Group Securities
Alabama
$2.68M +$807K +27,945 +44%
FAG
61
Financial Advisory Group
Texas
$2.64M -$513K -17,758 -17%
IAN
62
Integrated Advisors Network
Texas
$2.53M +$2.47M +85,714 New
AWA
63
Aaron Wealth Advisors
Illinois
$2.52M – – –
OCBCO
64
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.36M -$125K -4,313 -5%
FA
65
Financial Advisors
Massachusetts
$2.31M -$87.1K -3,018 -4%
BFPW
66
BOK Financial Private Wealth
Colorado
$2.09M -$59.5K -2,061 -3%
Citigroup
67
Citigroup
New York
$2.02M +$347K +12,029 +21%
GVAG
68
Great Valley Advisor Group
Delaware
$2.02M +$444K +15,372 +29%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.99M -$98.2K -3,401 -5%
RIA
70
Regal Investment Advisors
Michigan
$1.75M +$444K +15,379 +35%
PFG
71
PAX Financial Group
Texas
$1.72M -$41.1K -1,423 -2%
LAS
72
LWM Advisory Services
Florida
$1.72M +$432K +14,947 +34%
Mariner
73
Mariner
Kansas
$1.7M +$89K +3,081 +6%
PIAS
74
PCA Investment Advisory Services
Ohio
$1.69M +$1.65M +57,284 New
WFO
75
Wealthgate Family Office
Colorado
$1.66M – – –
1 2
3
4 5

HEFA Hedge Fund Activity: Q1 2023 in Review

215 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2023, worth a combined $2.92B — up 16% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HEFA positions and 31 closed out — a net gain of 2 holders — while 72 added to existing stakes and 62 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $33.6M. The largest seller was Wells Fargo, cutting an estimated $17.7M.

  • 215 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2023, down from 217 in Q4 2022.
  • Funds reported $2.92B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 33 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2023 and 31 closed out, a net change of +2 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $33.6M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2023 was Wells Fargo, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2023.