HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

162 hedge funds and large institutions have $2.31B invested in iShares Currency Hedged MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 19 closing their positions.

Holders
162
Holders Change
+20
Holders Change %
+14.08%
% of All Funds
4.06%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.33%
New
40
Increased
53
Reduced
58
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
USAA
1
United Services Automobile Association
Texas
$109M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.01B
3
BIT
3
BlackRock Institutional Trust
California
$17.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$132M
5
UBS Group
5
UBS Group
Switzerland
$56.9M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$0
2
MI
2
Mercer Investments
Massachusetts
$27.5M
3
Jane Street
3
Jane Street
New York
$4.89M
4
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$2.16M
5
MFS
5
MSI Financial Services
Massachusetts
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
76
AJ Wealth Strategies
New York
$1.41M +$1.41M +53,899 New
CWM
77
Confluence Wealth Management
Oregon
$1.33M -$150K -5,747 -10%
CCA
78
Clearwater Capital Advisors
Illinois
$1.28M +$189K +7,137 +17%
CA
79
Cornerstone Advisory
Maryland
$1.28M +$778K +29,771 +156%
LA
80
LVW Advisors
New York
$1.25M +$3.84K +147 +0.3%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$1.23M -$105K -4,009 -8%
SCM
82
Stonehearth Capital Management
Massachusetts
$1.21M -$59.6K -2,280 -5%
FCBT
83
First Citizens Bank & Trust
North Carolina
$1.14M +$20.6K +788 +2%
GA
84
Greytown Advisors
Florida
$1.06M +$1.06M +40,345 New
ABC
85
Associated Banc-Corp
Wisconsin
$1.05M -$23.5K -900 -2%
IT
86
Independence Trust
Tennessee
$1.04M +$1.04M +39,846 New
PAG
87
Private Advisor Group
New Jersey
$962K -$223K -8,339 -19%
MBT
88
Montecito Bank & Trust
California
$934K -$6.33M -242,492 -87%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$887K +$887K +33,945 New
GT
90
Glenmede Trust
Pennsylvania
$872K +$657K +25,155 +305%
LFG
91
LifePlan Financial Group
Ohio
$816K +$572K +21,919 +235%
CCM
92
Condor Capital Management
New Jersey
$815K +$9.3K +356 +1%
HA
93
Hays Advisory
Tennessee
$780K +$780K +29,855 New
LFAS
94
Level Four Advisory Services
Texas
$770K +$770K +29,484 New
IA
95
IFP Advisors
Florida
$761K +$14.7K +561 +2%
BAM
96
Bruderman Asset Management
New York
$755K -$37.2K -1,422 -5%
DWT
97
Dorsey & Whitney Trust
South Dakota
$673K -$879K -33,650 -57%
FTUS
98
Flow Traders U.S.
New York
$649K -$5.63M -215,700 -90%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$616K +$55.2K +2,111 +10%
DT
100
Diversified Trust
Tennessee
$605K +$605K +23,150 New
2 3
4
5 6