HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

201 hedge funds and large institutions have $2.3B invested in iShares Currency Hedged MSCI EAFE ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
16
Increased
56
Reduced
74
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$57.2M
2
Victory Capital Management
Victory Capital Management
Texas
$9.55M
3
US Bancorp
US Bancorp
Minnesota
$46.6M
4
FMP
Financial Management Professionals
Texas
$5.21M
5
CI
CX Institutional
Indiana
$2.59M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.01B
2
FTUS
Flow Traders U.S.
New York
$0
3
RCM
RNC Capital Management
California
$2.68M
4
Ameriprise
Ameriprise
Minnesota
$26.7M
5
BFPW
BOK Financial Private Wealth
Colorado
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
76
First Allied Advisory Services
California
$1.29M -$8.95K -300 -0.7%
CM
77
Columbus Macro
Pennsylvania
$1.28M +$35.4K +1,187 +3%
FCBT
78
First Citizens Bank & Trust
North Carolina
$1.27M – – –
SCA
79
Snowden Capital Advisors
New York
$1.19M +$16.8K +564 +1%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$1.18M -$428K -14,366 -27%
CWM
81
Confluence Wealth Management
Oregon
$1.13M -$49.5K -1,660 -4%
Geode Capital Management
82
Geode Capital Management
Massachusetts
$1.1M -$1.07M – –
SBL
83
Sargent Bickham Lagudis
Colorado
$1.1M – – –
LFG
84
LifePlan Financial Group
Ohio
$1.09M +$544K +18,232 +100%
CAN
85
Cetera Advisor Networks
California
$1.05M +$278K +9,299 +36%
BAM
86
Bruderman Asset Management
New York
$1.03M +$59.4K +1,993 +6%
FHC
87
First Heartland Consultants
Missouri
$1.02M -$6.89K -231 -0.7%
B
88
Brightworth
Georgia
$974K -$405K -13,563 -29%
NEAM
89
New England Asset Management
Connecticut
$962K – – –
BIM
90
Bridges Investment Management
Nebraska
$929K – – –
FA
91
Financial Advisors
Massachusetts
$922K – – –
CTA
92
Colonial Trust Advisors
South Carolina
$888K +$198K +6,632 +29%
CCM
93
Condor Capital Management
New Jersey
$881K -$60.5K -2,027 -6%
SGCA
94
Steel Grove Capital Advisors
Tennessee
$834K -$196K -6,583 -19%
TC
95
Telemus Capital
Michigan
$795K -$798K -28,494 -50%
BUB
96
BBVA USA Bancshares
Texas
$773K -$15.7K -528 -2%
CWM
97
Cranbrook Wealth Management
Michigan
$771K -$96.2K -3,227 -11%
SC
98
SouthState Corp
Florida
$754K – – –
BOH
99
Bank of Hawaii
Hawaii
$715K – – –
DT
100
Diversified Trust
Tennessee
$690K – – –
2 3
4
5 6