HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

220 hedge funds and large institutions have $3.29B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
3.47%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
28
Increased
77
Reduced
68
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$173M
2
HMH
2
Hackensack Meridian Health
New Jersey
$28.6M
3
CCM
3
Coldstream Capital Management
Washington
$121M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$21.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$19.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$5.56M
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
AT
3
American Trust
Kentucky
$0
4
KAH
4
Kathryn A. Hall
$13.2M
5
US Bancorp
5
US Bancorp
Minnesota
$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
76
Concourse Financial Group Securities
Alabama
$1.99M -$834K -26,910 -30%
HighTower Advisors
77
HighTower Advisors
Illinois
$1.9M -$187K -6,017 -9%
AWM
78
Ameliora Wealth Management
Switzerland
$1.87M +$197K +6,354 +12%
LAS
79
LWM Advisory Services
Florida
$1.84M +$31.3K +1,011 +2%
WFO
80
Wealthgate Family Office
Colorado
$1.74M – – –
LA
81
LVW Advisors
New York
$1.74M – – –
PFG
82
PAX Financial Group
Texas
$1.73M -$86.6K -2,794 -5%
SMA
83
Sage Mountain Advisors
Georgia
$1.65M +$119K +3,841 +8%
Renaissance Technologies
84
Renaissance Technologies
New York
$1.57M +$970K +31,300 +161%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$1.56M +$1.06M +34,080 +208%
KAS
86
Kestra Advisory Services
Texas
$1.5M +$87.6K +2,825 +6%
GBT
87
Grove Bank & Trust
Florida
$1.47M – – –
IWC
88
Integrated Wealth Concepts
Massachusetts
$1.44M +$147K +4,756 +11%
CPG
89
Cornerstone Planning Group
New Jersey
$1.43M +$1.43M +46,037 New
LWA
90
LWS Wealth Advisors
New Jersey
$1.41M -$47.8K -1,543 -3%
SFS
91
Sowell Financial Services
Arkansas
$1.4M +$553K +17,819 +65%
Stifel Financial
92
Stifel Financial
Missouri
$1.39M +$639K +20,622 +85%
FCM
93
Firestone Capital Management
Florida
$1.36M +$12.1K +404 +0.9%
SPC
94
Sigma Planning Corp
Michigan
$1.3M +$128K +4,121 +11%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$1.14M +$887K +28,629 +348%
EAM
96
Empirical Asset Management
Massachusetts
$1.13M +$41.9K +1,350 +4%
NL
97
NWAM LLC
Washington
$1.09M +$51.6K +1,666 +5%
LSAG
98
Lake Street Advisors Group
New Hampshire
$1.09M – – –
PAG
99
Private Advisor Group
New Jersey
$1.06M -$16.6K -537 -2%
SSW
100
Stone Summit Wealth
Florida
$1.01M +$166K +5,367 +20%
2 3
4
5 6