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iShares Currency Hedged MSCI EAFE ETF
HEFA

231 hedge funds and large institutions have $3.25B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

68% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 56

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

5% more funds holding

Funds holding: 220 → 231 (+11)

1% less capital invested

Capital invested by funds: $3.29B → $3.25B (-$40.1M)

2.06% less ownership

Funds ownership: 93.08% → 91.02% (-2.1%)

Holders
231
Holders Change
+11
Holders Change %
+5%
% of All Funds
3.67%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
35
Increased
94
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$36.7M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$27.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$24.3M
4
AWC
Adamsbrown Wealth Consultants
Kansas
+$21.6M
5
WA
Win Advisors
Florida
+$15M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$44.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$14.3M
4
OCM
One Capital Management
California
-$12.4M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$9.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCBCO
76
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.17M – – –
Stifel Financial
77
Stifel Financial
Missouri
$2.11M +$755K +24,943 +55%
BFPW
78
BOK Financial Private Wealth
Colorado
$2.1M – – –
PIAS
79
PCA Investment Advisory Services
Ohio
$2.01M +$24.8K +818 +1%
KA
80
Kovack Advisors
Florida
$1.85M -$8.72M -288,084 -82%
CFGS
81
Concourse Financial Group Securities
Alabama
$1.76M -$168K -5,558 -9%
AF
82
Advisornet Financial
Minnesota
$1.72M +$1.43M +47,326 +481%
LA
83
LVW Advisors
New York
$1.72M +$31.7K +1,049 +2%
AWM
84
Ameliora Wealth Management
Switzerland
$1.7M -$115K -3,804 -6%
WFO
85
Wealthgate Family Office
Colorado
$1.69M – – –
IWC
86
Integrated Wealth Concepts
Massachusetts
$1.51M +$112K +3,706 +8%
SMA
87
Sage Mountain Advisors
Georgia
$1.47M -$127K -4,193 -8%
GBT
88
Grove Bank & Trust
Florida
$1.43M – – –
KAS
89
Kestra Advisory Services
Texas
$1.38M -$70.7K -2,336 -5%
FCM
90
Firestone Capital Management
Florida
$1.36M – – –
LWA
91
LWS Wealth Advisors
New Jersey
$1.36M -$11.2K -370 -0.8%
SFS
92
Sowell Financial Services
Arkansas
$1.35M -$9.11K -301 -0.7%
LAS
93
LWM Advisory Services
Florida
$1.32M -$465K -15,369 -26%
SPC
94
Sigma Planning Corp
Michigan
$1.3M +$41.3K +1,365 +3%
CWM
95
Cornerstone Wealth Management
Missouri
$1.17M +$1.17M +38,746 New
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
$1.16M +$1.17M +38,515 New
NL
97
NWAM LLC
Washington
$1.14M +$77.6K +2,563 +7%
SSW
98
Stone Summit Wealth
Florida
$1.12M +$137K +4,520 +14%
EAM
99
Empirical Asset Management
Massachusetts
$1.1M +$4.54K +150 +0.4%
FFA
100
Farther Finance Advisors
California
$1.08M +$1.06M +35,139 +4,144%
2 3
4
5 6

HEFA Hedge Fund Activity: Q3 2023 in Review

231 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2023, worth a combined $3.25B — down 1.2% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HEFA positions and 19 closed out — a net gain of 16 holders — while 94 added to existing stakes and 56 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $36.7M. The largest seller was United Capital Financial Advisors, cutting an estimated $44.6M.

  • 231 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2023, up from 220 in Q2 2023.
  • Funds reported $3.25B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2023, down 1.2% quarter-over-quarter.
  • 35 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2023 and 19 closed out, a net change of +16 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2023 was Goldman Sachs, an estimated $36.7M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2023 was United Capital Financial Advisors, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2023.