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iShares Currency Hedged MSCI EAFE ETF
HEFA

217 hedge funds and large institutions have $2.52B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.69% more ownership

Funds ownership: 85.03% → 89.73% (+4.7%)

9% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 67

5% less funds holding

Funds holding: 228 → 217 (-11)

11% less capital invested

Capital invested by funds: $2.82B → $2.52B (-$296M)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

44% less funds holding in top 10

Funds holding in top 10: 16 → 9 (-7)

Holders
217
Holders Change
-11
Holders Change %
-4.82%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.14%
New
31
Increased
73
Reduced
67
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$95.8M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$42.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$20.9M
4
US Bancorp
US Bancorp
Minnesota
+$19.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$96.3M
2
MMA
Miracle Mile Advisors
California
-$69.9M
3
JPG
Jordan Park Group
California
-$60M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$28.3M
5
RJA
Raymond James & Associates
Florida
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$1.37M -$1.95M -63,637 -56%
FI
77
Financial Insights
Washington
$1.32M -$424K -13,835 -22%
GBT
78
Grove Bank & Trust
Florida
$1.28M – – –
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$1.27M +$1.45M +47,194 New
CPG
80
Cornerstone Planning Group
New Jersey
$1.26M +$1.35M +44,166 New
LWA
81
LWS Wealth Advisors
New Jersey
$1.24M +$192K +6,266 +16%
RIA
82
Regal Investment Advisors
Michigan
$1.19M +$872K +28,455 +182%
SIM
83
SSI Investment Management
California
$1.17M +$1.33M +43,465 New
LAS
84
LWM Advisory Services
Florida
$1.17M -$345K -11,278 -21%
FCM
85
Firestone Capital Management
Florida
$1.12M +$92.7K +3,027 +8%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$1.06M +$175K +5,705 +17%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$937K -$436K -14,223 -29%
AWM
88
Aspire Wealth Management
Massachusetts
$920K +$56.5K +1,845 +6%
CA
89
Cetera Advisors
Colorado
$910K +$226K +7,393 +28%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$891K -$310K -10,109 -23%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$874K -$76.5K -2,499 -7%
ZCA
92
Zeke Capital Advisors
Pennsylvania
$859K – – –
BI
93
Berkeley Inc
Idaho
$803K +$82.5K +2,692 +10%
SIAS
94
Summit Investment Advisory Services
Minnesota
$797K +$904K +29,513 New
NL
95
NWAM LLC
Washington
$790K +$252K +8,221 +39%
MWM
96
Maltin Wealth Management
New Jersey
$764K +$135K +4,417 +18%
PAMG
97
Patton Albertson Miller Group
Tennessee
$760K +$862K +28,153 New
FA
98
Flagstar Advisors
New York
$678K +$121K +3,963 +19%
M&T Bank
99
M&T Bank
New York
$653K +$97K +3,168 +15%
Citadel Advisors
100
Citadel Advisors
Florida
$647K +$734K +23,980 New
2 3
4
5 6

HEFA Hedge Fund Activity: Q4 2022 in Review

217 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2022, worth a combined $2.52B — down 11% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of HEFA and 31 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 73 added.

The largest buyer was Goldman Sachs, adding an estimated $95.8M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $96.3M sold.

  • 217 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2022, down from 228 in Q3 2022.
  • Funds reported $2.52B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2022, down 11% quarter-over-quarter.
  • 31 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2022 and 36 closed out, a net change of -5 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2022 was Goldman Sachs, an estimated $95.8M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2022 was RiverFront Investment Group, an estimated $96.3M sold.

Based on aggregated 13F filings for Q4 2022.