We are live on ! Find out more
HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

221 hedge funds and large institutions have $3.54B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

13% more funds holding

Funds holding: 195 → 221 (+26)

10% more capital invested

Capital invested by funds: $3.21B → $3.54B (+$333M)

2.39% more ownership

Funds ownership: 76.09% → 78.48% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

Holders
221
Holders Change
+26
Holders Change %
+13.33%
% of All Funds
5.01%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
44
Increased
84
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$64.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.5M
3
LPL Financial
LPL Financial
California
+$27.4M
4
UBS Group
UBS Group
Switzerland
+$22.4M
5
PAS
Park Avenue Securities
New York
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
-$9.38M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.7M
3
AF
Ally Financial
Michigan
-$6.68M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.45M
5
BF
BOK Financial
Oklahoma
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$2.77M +$482K +16,239 +21%
CFG
77
CKW Financial Group
Hawaii
$2.77M +$110K +3,714 +4%
CIBC World Market
78
CIBC World Market
Ontario, Canada
$2.75M -$63.6K -2,145 -2%
SC
79
Scotia Capital
Ontario, Canada
$2.69M +$483K +16,287 +22%
Credit Agricole
80
Credit Agricole
France
$2.67M – – –
SI
81
SII Investments
Wisconsin
$2.64M -$884K -29,810 -25%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$2.45M +$1.82M +61,384 +289%
IUHSA
83
Itau Unibanco Holding S.A.
Brazil
$2.15M +$2.15M +72,400 New
GWM
84
Geneos Wealth Management
Colorado
$2.07M +$2.07M +69,859 New
CA
85
Cetera Advisors
Colorado
$1.99M +$34.5K +1,163 +2%
PA
86
PFG Advisors
Arizona
$1.98M +$1.98M +66,732 New
MIAN
87
Mariner Independent Advisor Network
Kansas
$1.91M +$965K +32,520 +103%
AWS
88
AJ Wealth Strategies
New York
$1.88M +$214K +7,219 +13%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$1.88M +$897K +30,245 +92%
HA
90
Hays Advisory
Tennessee
$1.87M +$645K +21,747 +53%
CWM
91
Cornerstone Wealth Management
Missouri
$1.76M -$360K -12,117 -17%
FAG
92
Financial Advisory Group
Texas
$1.72M -$131K -4,400 -7%
LFAS
93
Level Four Advisory Services
Texas
$1.68M -$83.5K -2,815 -5%
PAG
94
Private Advisor Group
New Jersey
$1.63M -$215K -7,239 -12%
IWP
95
Icon Wealth Partners
Texas
$1.62M +$1.62M +54,511 New
M&T Bank
96
M&T Bank
New York
$1.61M -$123K -4,140 -7%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$1.59M +$316K +10,646 +25%
BBA
98
Braun-Bostich & Associates
Pennsylvania
$1.58M +$1.58M +53,131 New
CCA
99
Clearwater Capital Advisors
Illinois
$1.56M +$25.7K +865 +2%
BF
100
BOK Financial
Oklahoma
$1.51M -$6.11M -206,018 -80%
2 3
4
5 6

HEFA Hedge Fund Activity: Q4 2017 in Review

221 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2017, worth a combined $3.54B — up 10% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HEFA positions and 16 closed out — a net gain of 28 holders — while 84 added to existing stakes and 58 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $64.9M. The largest seller was Wharton Business Group, cutting an estimated $9.38M.

  • 221 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2017, up from 195 in Q3 2017.
  • Funds reported $3.54B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2017, up 10% quarter-over-quarter.
  • 44 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2017 and 16 closed out, a net change of +28 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2017 was Goldman Sachs, an estimated $64.9M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2017 was Wharton Business Group, an estimated $9.38M sold.

Based on aggregated 13F filings for Q4 2017.