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iShares Currency Hedged MSCI EAFE ETF
HEFA
HEFA
170 hedge funds and large institutions have $2.21B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
11% more capital invested
Capital invested by funds: $1.98B → $2.21B (+$225M)
2% more funds holding
Funds holding: 167 → 170 (+3)
0.92% more ownership
Funds ownership: 83.99% → 84.91% (+0.92%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
27% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 66
Holders
170
Holders Change
+3
Holders Change %
+1.8%
% of All Funds
2.99%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
20
Increased
48
Reduced
66
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$34.2M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$31.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.5M |
| 4 |
Goldman Sachs
New York
|
+$6.2M |
| 5 |
Barclays
London,
United Kingdom
|
+$4.42M |
Top Sellers
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$14.8M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$12.5M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$6.22M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$5.74M |
| 5 |
Bank of New York Mellon
New York
|
-$5.37M |
