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iShares Currency Hedged MSCI EAFE ETF
HEFA

260 hedge funds and large institutions have $3.87B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

19% more capital invested

Capital invested by funds: $3.25B → $3.87B (+$617M)

13% more funds holding

Funds holding: 231 → 260 (+29)

9.99% more ownership

Funds ownership: 91.02% → 101.01% (+10%)

5% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 81

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.79%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
50
Increased
85
Reduced
81
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$371M
2
JP Morgan Chase
JP Morgan Chase
New York
+$90.2M
3
Morgan Stanley
Morgan Stanley
New York
+$84.4M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$21.8M
5
CI
CX Institutional
Indiana
+$17.6M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$134M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$96.2M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$72.4M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$28.2M
5
WA
Win Advisors
Florida
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
51
Cypress Capital
Tennessee
$7.6M -$349K -11,455 -5%
AWE
52
Avidian Wealth Enterprises
Texas
$6.81M +$560K +18,370 +9%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$6.71M +$166K +5,435 +3%
NL
54
NEPC LLC
Massachusetts
$6.26M -$682K -22,365 -10%
SB
55
Strategic Blueprint
Georgia
$4.89M -$177K -5,809 -4%
DFG
56
Demars Financial Group
Washington
$4.79M +$4.63M +152,034 New
IFS
57
Ifrah Financial Services
Arkansas
$4.78M +$138K +4,528 +3%
BF
58
BOK Financial
Oklahoma
$4.73M +$164K +5,394 +4%
TW
59
TritonPoint Wealth
Maryland
$4.4M +$4.26M +139,723 New
Mariner
60
Mariner
Kansas
$4.12M +$781K +25,612 +24%
WWM
61
WT Wealth Management
Arizona
$4.1M -$265K -8,703 -6%
AWM
62
Apollon Wealth Management
South Carolina
$4.05M +$3.41M +111,977 +670%
William Blair & Company
63
William Blair & Company
Illinois
$4.03M -$1.02M -33,527 -21%
SIM
64
Seaview Investment Managers
Florida
$3.92M +$286K +9,396 +8%
Jane Street
65
Jane Street
New York
$3.78M +$2.56M +84,107 +235%
Citigroup
66
Citigroup
New York
$3.76M +$142K +4,659 +4%
SWM
67
Spire Wealth Management
Virginia
$3.74M -$56.5K -1,853 -2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.62M -$192K -6,313 -5%
GVAG
69
Great Valley Advisor Group
Delaware
$3.62M +$270K +8,856 +8%
HCM
70
Highview Capital Management
Illinois
$3.52M +$3.4M +111,630 New
AWS
71
Atria Wealth Solutions
New York
$3.47M -$199K -6,531 -6%
Stifel Financial
72
Stifel Financial
Missouri
$3.42M +$1.18M +38,566 +55%
TAM
73
Titleist Asset Management
Texas
$3.35M -$758K -24,877 -19%
GRP
74
Global Retirement Partners
California
$3.33M +$3.21M +105,338 New
KAS
75
Kestra Advisory Services
Texas
$3.31M +$1.8M +58,963 +128%
1 2
3
4 5

HEFA Hedge Fund Activity: Q4 2023 in Review

260 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2023, worth a combined $3.87B — up 19% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new HEFA positions and 19 closed out — a net gain of 31 holders — while 85 added to existing stakes and 81 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $371M. The largest seller was United Capital Financial Advisors, cutting an estimated $134M.

  • 260 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2023, up from 231 in Q3 2023.
  • Funds reported $3.87B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 50 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2023 and 19 closed out, a net change of +31 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2023 was Goldman Sachs, an estimated $371M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2023.