iShares Currency Hedged MSCI EAFE ETF
HEFA
108 hedge funds and large institutions have $1.94B invested in iShares Currency Hedged MSCI EAFE ETF in 2015 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 10 closing their positions.
210% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 10
109% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 22
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
21% more funds holding
Funds holding: 89 → 108 (+19)
8% more capital invested
Capital invested by funds: $1.79B → $1.94B (+$144M)
1.17% more ownership
Funds ownership: 67.85% → 69.02% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$102M |
| 2 |
Goldman Sachs
New York
|
+$60.5M |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$44M |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$27.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$20.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$9.66M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$8.14M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.03M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4M |
HEFA Hedge Fund Activity: Q3 2015 in Review
108 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2015, worth a combined $1.94B — up 8% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HEFA positions and 10 closed out — a net gain of 21 holders — while 46 added to existing stakes and 22 trimmed.
The largest buyer was Wells Fargo, adding an estimated $102M. The largest seller was Windham Capital Management, exiting entirely with an estimated $20.7M sold.
- 108 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2015, up from 89 in Q2 2015.
- Funds reported $1.94B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2015, up 8% quarter-over-quarter.
- 31 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2015 and 10 closed out, a net change of +21 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2015 was Wells Fargo, an estimated $102M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2015 was Windham Capital Management, an estimated $20.7M sold.
Based on aggregated 13F filings for Q3 2015.