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iShares Currency Hedged MSCI EAFE ETF
HEFA

215 hedge funds and large institutions have $2.92B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

16% more capital invested

Capital invested by funds: $2.52B → $2.92B (+$396M)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

0.77% more ownership

Funds ownership: 89.73% → 90.49% (+0.77%)

1% less funds holding

Funds holding: 217 → 215 (-2)

Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.43%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
33
Increased
72
Reduced
62
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.6M
2
UCFA
United Capital Financial Advisors
Texas
+$30.6M
3
FIB
First Interstate Bank
Montana
+$30.1M
4
Goldman Sachs
Goldman Sachs
New York
+$28.6M
5
KAH
Kathryn A. Hall
+$16.8M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$17.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.2M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$10.7M
4
CI
CX Institutional
Indiana
-$9.81M
5
Bank of America
Bank of America
North Carolina
-$8.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
76
LVW Advisors
New York
$1.65M +$6.64K +230 +0.4%
AWM
77
Ameliora Wealth Management
Switzerland
$1.59M +$1.56M +54,034 New
SMA
78
Sage Mountain Advisors
Georgia
$1.45M +$842K +29,169 +145%
PAS
79
Park Avenue Securities
New York
$1.44M +$1.41M +48,945 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$1.43M +$272K +9,429 +24%
GBT
81
Grove Bank & Trust
Florida
$1.4M – – –
LWA
82
LWS Wealth Advisors
New Jersey
$1.39M +$26.1K +903 +2%
KAS
83
Kestra Advisory Services
Texas
$1.34M +$657K +22,765 +100%
SWA
84
Stratos Wealth Advisors
Ohio
$1.33M +$1.3M +45,143 New
FCM
85
Firestone Capital Management
Florida
$1.32M +$97.6K +3,380 +8%
WA
86
WBH Advisory
Maryland
$1.3M +$1.27M +44,142 New
IWC
87
Integrated Wealth Concepts
Massachusetts
$1.23M +$582K +20,165 +93%
FAM
88
Family Asset Management
South Carolina
$1.2M +$1.13M +39,265 +2,585%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$1.14M +$825K +28,575 +280%
SPC
90
Sigma Planning Corp
Michigan
$1.11M +$471K +16,331 +76%
LSAG
91
Lake Street Advisors Group
New Hampshire
$1.04M +$1.02M +35,185 New
EAM
92
Empirical Asset Management
Massachusetts
$1.04M +$633K +21,920 +166%
PAG
93
Private Advisor Group
New Jersey
$1.02M +$35.5K +1,230 +4%
HPM
94
Hoxton Planning & Management
West Virginia
$995K -$727K -25,167 -43%
NL
95
NWAM LLC
Washington
$991K +$126K +4,367 +15%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$990K +$35.5K +1,229 +4%
AWM
97
Aspire Wealth Management
Massachusetts
$915K -$87.7K -3,036 -9%
Corient Private Wealth
98
Corient Private Wealth
Florida
$887K +$332K +11,491 +62%
BI
99
Berkeley Inc
Idaho
$877K +$722 +25 +0.1%
FI
100
Financial Insights
Washington
$869K -$563K -19,514 -40%
2 3
4
5 6

HEFA Hedge Fund Activity: Q1 2023 in Review

215 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2023, worth a combined $2.92B — up 16% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HEFA positions and 31 closed out — a net gain of 2 holders — while 72 added to existing stakes and 62 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $33.6M. The largest seller was Wells Fargo, cutting an estimated $17.7M.

  • 215 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2023, down from 217 in Q4 2022.
  • Funds reported $2.92B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 33 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2023 and 31 closed out, a net change of +2 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $33.6M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2023 was Wells Fargo, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2023.