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iShares Currency Hedged MSCI EAFE ETF
HEFA

228 hedge funds and large institutions have $2.82B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

2% less funds holding

Funds holding: 232 → 228 (-4)

3.96% less ownership

Funds ownership: 88.99% → 85.03% (-4%)

10% less capital invested

Capital invested by funds: $3.12B → $2.82B (-$306M)

Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.93%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
29
Increased
73
Reduced
75
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$92.7M
2
Morgan Stanley
Morgan Stanley
New York
+$30.5M
3
PFO
Pathstone Family Office
New Jersey
+$18.7M
4
OMC
Old Mission Capital
Illinois
+$17.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$71.7M
2
RIG
RiverFront Investment Group
Virginia
-$22.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.4M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$16.8M
5
JPG
Jordan Park Group
California
-$5.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFO
76
Wealthgate Family Office
Colorado
$1.68M – – –
CWA
77
Canvas Wealth Advisors
Kansas
$1.64M -$371K -11,655 -18%
LAS
78
LWM Advisory Services
Florida
$1.63M -$43.7K -1,371 -2%
TC
79
Titleist Capital
Texas
$1.59M +$1.69M +53,105 New
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$1.46M -$767K -24,059 -33%
GBT
81
Grove Bank & Trust
Florida
$1.42M – – –
PFG
82
PAX Financial Group
Texas
$1.41M +$966K +30,323 +179%
LA
83
LVW Advisors
New York
$1.38M +$35.9K +1,127 +3%
CI
84
CX Institutional
Indiana
$1.33M -$304K -9,546 -18%
FTUS
85
Flow Traders U.S.
New York
$1.33M +$1.02M +32,130 +261%
MCWS
86
McKinley Carter Wealth Services
West Virginia
$1.29M -$276K -8,675 -17%
LWA
87
LWS Wealth Advisors
New Jersey
$1.19M +$29.8K +934 +2%
KAS
88
Kestra Advisory Services
Texas
$1.18M +$26.2K +821 +2%
Citigroup
89
Citigroup
New York
$1.18M +$156K +4,880 +14%
GVAG
90
Great Valley Advisor Group
Delaware
$1.18M +$239K +7,505 +24%
FHB
91
First Hawaiian Bank
Hawaii
$1.15M -$7.3K -229 -0.6%
FCM
92
Firestone Capital Management
Florida
$1.15M +$190K +5,965 +18%
WA
93
WBH Advisory
Maryland
$1.05M -$5.82M -182,456 -84%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$1.04M +$1.66K +52 +0.1%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$998K -$17K -533 -2%
AWM
96
Aspire Wealth Management
Massachusetts
$964K +$36.1K +1,134 +4%
PAG
97
Private Advisor Group
New Jersey
$954K -$119K -3,724 -10%
ZCA
98
Zeke Capital Advisors
Pennsylvania
$951K – – –
VAS
99
Vestmark Advisory Solutions
Massachusetts
$911K -$117K -3,659 -11%
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$870K -$151K -4,746 -14%
2 3
4
5 6

HEFA Hedge Fund Activity: Q3 2022 in Review

228 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2022, worth a combined $2.82B — down 9.8% from $3.12B a quarter earlier.

Fund positioning in HEFA was balanced in Q3 2022: 29 funds opened new positions, 29 closed out, 73 added to existing stakes and 75 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $92.7M. The largest seller was JP Morgan Chase, cutting an estimated $71.7M.

  • 228 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2022, down from 232 in Q2 2022.
  • Funds reported $2.82B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2022, down 9.8% quarter-over-quarter.
  • 29 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2022 and 29 closed out, a net change of 0 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2022 was Goldman Sachs, an estimated $92.7M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2022 was JP Morgan Chase, an estimated $71.7M sold.

Based on aggregated 13F filings for Q3 2022.