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iShares Currency Hedged MSCI EAFE ETF
HEFA

232 hedge funds and large institutions have $3.12B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

16% more funds holding

Funds holding: 200 → 232 (+32)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

3% more capital invested

Capital invested by funds: $3.02B → $3.12B (+$103M)

0.45% more ownership

Funds ownership: 88.55% → 88.99% (+0.45%)

23% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 75

Holders
232
Holders Change
+32
Holders Change %
+16%
% of All Funds
3.91%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.27%
New
49
Increased
58
Reduced
75
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$125M
2
JPG
Jordan Park Group
California
+$83M
3
JP Morgan Chase
JP Morgan Chase
New York
+$74M
4
MMA
Miracle Mile Advisors
California
+$70.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.8M

Top Sellers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
-$120M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$35.1M
3
Ameriprise
Ameriprise
Minnesota
-$16M
4
CI
CX Institutional
Indiana
-$15.3M
5
QFA
Quattro Financial Advisors
Texas
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$2.32M -$749K -22,613 -24%
IC
77
IEQ Capital
California
$2.12M – – –
CWA
78
Canvas Wealth Advisors
Kansas
$2.03M -$146K -4,396 -6%
FI
79
Financial Insights
Washington
$2M -$194K -5,846 -9%
OCM
80
One Capital Management
California
$1.89M +$1.97M +59,300 New
WFO
81
Wealthgate Family Office
Colorado
$1.79M – – –
LAS
82
LWM Advisory Services
Florida
$1.78M +$527K +15,889 +40%
CI
83
CX Institutional
Indiana
$1.73M -$15.3M -461,357 -89%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.72M -$466K -14,066 -21%
CAN
85
Cetera Advisor Networks
California
$1.68M +$440K +13,286 +34%
MCWS
86
McKinley Carter Wealth Services
West Virginia
$1.65M -$340K -10,256 -17%
GBT
87
Grove Bank & Trust
Florida
$1.51M – – –
LA
88
LVW Advisors
New York
$1.43M – – –
LWA
89
LWS Wealth Advisors
New Jersey
$1.24M -$32.6K -985 -2%
FHB
90
First Hawaiian Bank
Hawaii
$1.23M -$14K -422 -1%
KAS
91
Kestra Advisory Services
Texas
$1.23M +$607K +18,328 +90%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$1.19M +$187K +5,643 +18%
PAG
93
Private Advisor Group
New Jersey
$1.13M -$23K -694 -2%
MWP
94
MYCIO Wealth Partners
Pennsylvania
$1.13M – – –
LNC
95
Lincoln National Corp
Pennsylvania
$1.13M +$1.17M +35,392 New
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$1.11M -$45K -1,357 -4%
Citigroup
97
Citigroup
New York
$1.1M +$65K +1,963 +6%
VAS
98
Vestmark Advisory Solutions
Massachusetts
$1.09M +$1.13M +34,141 New
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$1.08M +$333K +10,048 +42%
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$1.08M +$1.12M +33,854 New
2 3
4
5 6

HEFA Hedge Fund Activity: Q2 2022 in Review

232 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2022, worth a combined $3.12B — up 3.4% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new HEFA positions and 16 closed out — a net gain of 33 holders — while 58 added to existing stakes and 75 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $125M. The largest seller was Aaron Wealth Advisors, cutting an estimated $120M.

  • 232 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2022, up from 200 in Q1 2022.
  • Funds reported $3.12B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2022, up 3.4% quarter-over-quarter.
  • 49 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2022 and 16 closed out, a net change of +33 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2022 was RiverFront Investment Group, an estimated $125M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2022.