HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

167 hedge funds and large institutions have $1.95B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-10
Holders Change %
-5.65%
% of All Funds
3.43%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.23%
New
16
Increased
38
Reduced
79
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$60.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$60.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37M
4
RGIA
Rainier Group Investment Advisory
Washington
+$16.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$10.2M

Top Sellers

1
FAG
Financial Advisory Group
Texas
-$144M
2
Goldman Sachs
Goldman Sachs
New York
-$96.6M
3
PV
Private Vista
Illinois
-$42.9M
4
FHB
First Hawaiian Bank
Hawaii
-$39.5M
5
Morgan Stanley
Morgan Stanley
New York
-$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$945K -$38.2K -1,383 -4%
AWS
77
AJ Wealth Strategies
New York
$934K -$151K -5,485 -14%
PAG
78
Private Advisor Group
New Jersey
$931K -$218K -7,892 -19%
TC
79
Telemus Capital
Michigan
$835K -$17K -617 -2%
WT
80
Whittier Trust
California
$792K – – –
FCBT
81
First Citizens Bank & Trust
North Carolina
$723K -$749K -27,156 -51%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$715K -$174K -6,306 -20%
CCWA
83
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$715K +$715K +25,925 New
DWT
84
Dorsey & Whitney Trust
South Dakota
$711K +$320K +11,595 +82%
BUB
85
BBVA USA Bancshares
Texas
$705K -$48.8K -1,767 -6%
SAM
86
Summit Asset Management
Tennessee
$683K +$21.6K +782 +3%
M
87
MOTCO
Texas
$669K – – –
HL
88
HeadInvest LLC
Maine
$663K -$57.7K -2,090 -8%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$583K -$662K -23,972 -53%
CCM
90
Condor Capital Management
New Jersey
$546K -$245K -8,864 -31%
SBL
91
Sargent Bickham Lagudis
Colorado
$536K -$333K -12,073 -38%
GIA
92
Gladstone Institutional Advisory
Florida
$520K -$64K -2,318 -11%
CWM
93
Cranbrook Wealth Management
Michigan
$501K -$16.6K -600 -3%
DT
94
Diversified Trust
Tennessee
$495K – – –
HNB
95
Huntington National Bank
Ohio
$474K -$416K – –
NSIM
96
North Star Investment Management
Illinois
$474K – – –
MBT
97
Montecito Bank & Trust
California
$462K +$7.58K +275 +2%
FFN
98
Focus Financial Network
Minnesota
$458K -$562K -20,369 -55%
FAG
99
Financial Advisory Group
Texas
$453K -$144M -144,202 -100%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$447K -$1.88M -68,163 -81%
2 3
4
5 6