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iShares Currency Hedged MSCI EAFE ETF
HEFA

231 hedge funds and large institutions have $3.25B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

68% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 56

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

5% more funds holding

Funds holding: 220 → 231 (+11)

1% less capital invested

Capital invested by funds: $3.29B → $3.25B (-$40.1M)

2.06% less ownership

Funds ownership: 93.08% → 91.02% (-2.1%)

Holders
231
Holders Change
+11
Holders Change %
+5%
% of All Funds
3.67%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
35
Increased
94
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$36.7M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$27.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$24.3M
4
AWC
Adamsbrown Wealth Consultants
Kansas
+$21.6M
5
WA
Win Advisors
Florida
+$15M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$44.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$14.3M
4
OCM
One Capital Management
California
-$12.4M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$9.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
51
William Blair & Company
Illinois
$4.86M -$29.2K -965 -0.6%
SB
52
Strategic Blueprint
Georgia
$4.84M -$275K -9,078 -5%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$4.62M -$778K -25,711 -14%
IFS
54
Ifrah Financial Services
Arkansas
$4.43M +$117K +3,862 +3%
BF
55
BOK Financial
Oklahoma
$4.26M +$105K +3,468 +2%
WWM
56
WT Wealth Management
Arizona
$4.18M +$55.9K +1,846 +1%
TAM
57
Titleist Asset Management
Texas
$3.95M +$35.8K +1,182 +0.9%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$3.65M +$2.55M +84,423 +229%
SWM
59
Spire Wealth Management
Virginia
$3.61M +$24.2K +800 +0.7%
AWS
60
Atria Wealth Solutions
New York
$3.51M +$141K +4,657 +4%
SIM
61
Seaview Investment Managers
Florida
$3.46M +$3.48M +114,964 New
Citigroup
62
Citigroup
New York
$3.45M +$267K +8,830 +8%
TPWA
63
TRUE Private Wealth Advisors
Oregon
$3.28M +$3.3M +109,113 New
FAG
64
Financial Advisory Group
Texas
$3.22M -$33.1K -1,095 -1%
GVAG
65
Great Valley Advisor Group
Delaware
$3.19M +$996K +32,909 +45%
Mariner
66
Mariner
Kansas
$3.16M +$564K +18,624 +22%
HighTower Advisors
67
HighTower Advisors
Illinois
$2.88M +$1.03M +34,102 +56%
MML Investors Services
68
MML Investors Services
Massachusetts
$2.82M +$310K +10,233 +12%
VWA
69
VERITY Wealth Advisors
United States
$2.68M -$129K -4,268 -5%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$2.65M -$2.22M -73,456 -45%
RIA
71
Regal Investment Advisors
Michigan
$2.56M +$513K +16,938 +25%
AWA
72
Aaron Wealth Advisors
Illinois
$2.49M -$484 -16 -0%
FA
73
Financial Advisors
Massachusetts
$2.33M – – –
MWM
74
Merriman Wealth Management
Washington
$2.33M +$2.34M +77,434 New
CPG
75
Cornerstone Planning Group
New Jersey
$2.31M +$929K +30,701 +67%
1 2
3
4 5

HEFA Hedge Fund Activity: Q3 2023 in Review

231 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2023, worth a combined $3.25B — down 1.2% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HEFA positions and 19 closed out — a net gain of 16 holders — while 94 added to existing stakes and 56 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $36.7M. The largest seller was United Capital Financial Advisors, cutting an estimated $44.6M.

  • 231 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2023, up from 220 in Q2 2023.
  • Funds reported $3.25B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2023, down 1.2% quarter-over-quarter.
  • 35 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2023 and 19 closed out, a net change of +16 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2023 was Goldman Sachs, an estimated $36.7M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2023 was United Capital Financial Advisors, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2023.