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iShares Currency Hedged MSCI EAFE ETF
HEFA

195 hedge funds and large institutions have $3.21B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

2% less funds holding

Funds holding: 198 → 195 (-3)

2.81% less ownership

Funds ownership: 78.9% → 76.09% (-2.8%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

10% less capital invested

Capital invested by funds: $3.56B → $3.21B (-$351M)

31% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 87

Holders
195
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
4.86%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.55%
New
21
Increased
60
Reduced
87
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Ally Financial
Michigan
+$35.5M
2
Bank of America
Bank of America
North Carolina
+$28M
3
FHB
First Hawaiian Bank
Hawaii
+$8.82M
4
MI
Mercer Investments
Massachusetts
+$8.82M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$7.52M

Top Sellers

Rank Fund Capital Flow
1
USAA
United Services Automobile Association
Texas
-$67.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$64.8M
3
Ameriprise
Ameriprise
Minnesota
-$56.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$32.1M
5
FA
FDx Advisors
Illinois
-$31.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Credit Agricole
76
Credit Agricole
France
$2.6M – – –
CFG
77
CKW Financial Group
Hawaii
$2.59M +$396 +14 +0%
Stifel Financial
78
Stifel Financial
Missouri
$2.23M -$153K -5,426 -7%
SC
79
Scotia Capital
Ontario, Canada
$2.15M +$177K +6,279 +9%
CS
80
Comerica Securities
Michigan
$2.06M -$271K -9,597 -12%
CWM
81
Cornerstone Wealth Management
Missouri
$2.04M -$112K -3,974 -5%
CA
82
Cetera Advisors
Colorado
$1.92M +$4.89K +173 +0.3%
FAG
83
Financial Advisory Group
Texas
$1.81M -$84.8K -3,000 -5%
PAG
84
Private Advisor Group
New Jersey
$1.76M -$10.3K -365 -0.6%
LFAS
85
Level Four Advisory Services
Texas
$1.72M +$663K +23,441 +65%
M&T Bank
86
M&T Bank
New York
$1.69M -$89.7K -3,174 -5%
AWS
87
AJ Wealth Strategies
New York
$1.63M +$181K +6,418 +13%
NPC
88
National Planning Corporation
California
$1.6M -$1.21M -42,819 -44%
CCM
89
Colorado Capital Management
Colorado
$1.59M -$117K -4,130 -7%
AWMG
90
Alliance Wealth Management Group
New Jersey
$1.55M +$755K +26,723 +99%
CAM
91
Concorde Asset Management
Michigan
$1.52M +$397K +14,031 +36%
CCA
92
Clearwater Capital Advisors
Illinois
$1.51M -$227K -8,016 -13%
LA
93
LVW Advisors
New York
$1.42M -$1.37M -48,452 -50%
SBL
94
Sargent Bickham Lagudis
Colorado
$1.32M -$33.1K -1,172 -3%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$1.32M +$685K +24,248 +113%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$1.25M -$620K -21,933 -34%
HA
97
Hays Advisory
Tennessee
$1.19M +$102K +3,618 +10%
IA
98
IFP Advisors
Florida
$1.19M -$642K -22,730 -36%
PCIG
99
Partners Capital Investment Group
Massachusetts
$1.18M -$929K -32,879 -45%
GA
100
Greytown Advisors
Florida
$1.17M – – –
2 3
4
5 6

HEFA Hedge Fund Activity: Q3 2017 in Review

195 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2017, worth a combined $3.21B — down 9.9% from $3.56B a quarter earlier.

Fund positioning in HEFA was balanced in Q3 2017: 21 funds opened new positions, 21 closed out, 60 added to existing stakes and 87 trimmed.

The largest buyer was Ally Financial, opening a new position worth an estimated $35.5M. The largest seller was United Services Automobile Association, cutting an estimated $67.8M.

  • 195 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2017, down from 198 in Q2 2017.
  • Funds reported $3.21B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2017, down 9.9% quarter-over-quarter.
  • 21 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2017 and 21 closed out, a net change of 0 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2017 was Ally Financial, an estimated $35.5M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2017 was United Services Automobile Association, an estimated $67.8M sold.

Based on aggregated 13F filings for Q3 2017.