HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

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
Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.81%
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

1
Goldman Sachs
1
Goldman Sachs
New York
$1.7B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$120M
3
Morgan Stanley
3
Morgan Stanley
New York
$171M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$22.5M
5
CI
5
CX Institutional
Indiana
$19.1M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$147M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$192M
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$91.4M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$0
5
WA
5
Win Advisors
Florida
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
51
Cypress Capital
Tennessee
$7.6M -$361K -11,455 -5%
AWE
52
Avidian Wealth Enterprises
Texas
$6.81M +$579K +18,370 +9%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$6.71M +$171K +5,435 +3%
NL
54
NEPC LLC
Massachusetts
$6.26M -$705K -22,365 -10%
SB
55
Strategic Blueprint
Georgia
$4.89M -$183K -5,809 -4%
DFG
56
Demars Financial Group
Washington
$4.79M +$4.79M +152,034 New
IFS
57
Ifrah Financial Services
Arkansas
$4.78M +$143K +4,528 +3%
BF
58
BOK Financial
Oklahoma
$4.73M +$170K +5,394 +4%
TW
59
TritonPoint Wealth
Maryland
$4.4M +$4.4M +139,723 New
Mariner
60
Mariner
Kansas
$4.12M +$807K +25,612 +24%
WWM
61
WT Wealth Management
Arizona
$4.1M -$274K -8,703 -6%
AWM
62
Apollon Wealth Management
South Carolina
$4.05M +$3.53M +111,977 +670%
William Blair & Company
63
William Blair & Company
Illinois
$4.03M -$1.06M -33,527 -21%
SIM
64
Seaview Investment Managers
Florida
$3.92M +$296K +9,396 +8%
Jane Street
65
Jane Street
New York
$3.78M +$2.65M +84,107 +235%
Citigroup
66
Citigroup
New York
$3.76M +$147K +4,659 +4%
SWM
67
Spire Wealth Management
Virginia
$3.74M -$58.7K -1,853 -2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.62M -$199K -6,313 -5%
GVAG
69
Great Valley Advisor Group
Delaware
$3.62M +$279K +8,856 +8%
HCM
70
Highview Capital Management
Illinois
$3.52M +$3.52M +111,630 New
AWS
71
Atria Wealth Solutions
New York
$3.47M -$206K -6,531 -6%
Stifel Financial
72
Stifel Financial
Missouri
$3.42M +$1.22M +38,566 +55%
TAM
73
Titleist Asset Management
Texas
$3.35M -$784K -24,877 -19%
GRP
74
Global Retirement Partners
California
$3.33M +$3.33M +105,338 New
KAS
75
Kestra Advisory Services
Texas
$3.31M +$1.86M +58,963 +128%
1 2
3
4 5