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iShares Currency Hedged MSCI EAFE ETF
HEFA

260 hedge funds and large institutions have $3.87B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

19% more capital invested

Capital invested by funds: $3.25B → $3.87B (+$617M)

13% more funds holding

Funds holding: 231 → 260 (+29)

9.99% more ownership

Funds ownership: 91.02% → 101.01% (+10%)

5% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 81

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.79%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
50
Increased
85
Reduced
81
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$371M
2
JP Morgan Chase
JP Morgan Chase
New York
+$90.2M
3
Morgan Stanley
Morgan Stanley
New York
+$84.4M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$21.8M
5
CI
CX Institutional
Indiana
+$17.6M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$134M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$96.2M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$72.4M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$28.2M
5
WA
Win Advisors
Florida
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
76
Renaissance Technologies
New York
$3.24M +$2.36M +77,300 +304%
MWM
77
Meridian Wealth Management
Kentucky
$3.16M +$3.06M +100,381 New
CIA
78
Concurrent Investment Advisors
Florida
$3.14M +$3.04M +99,795 New
MML Investors Services
79
MML Investors Services
Massachusetts
$3.14M +$182K +5,968 +6%
TW
80
Traveka Wealth
California
$3.13M +$3.03M +99,240 New
FAG
81
Financial Advisory Group
Texas
$3.08M -$277K -9,091 -9%
CPG
82
Cornerstone Planning Group
New Jersey
$2.86M +$424K +13,899 +18%
VWA
83
VERITY Wealth Advisors
United States
$2.81M – – –
AWA
84
Aaron Wealth Advisors
Illinois
$2.61M -$579 -19 -0%
TPWA
85
TRUE Private Wealth Advisors
Oregon
$2.57M -$836K -27,432 -25%
FA
86
Financial Advisors
Massachusetts
$2.44M – – –
HighTower Advisors
87
HighTower Advisors
Illinois
$2.36M -$624K -20,466 -21%
OCBCO
88
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.27M – – –
PIAS
89
PCA Investment Advisory Services
Ohio
$2.27M +$161K +5,267 +8%
BFPW
90
BOK Financial Private Wealth
Colorado
$2.12M -$76.8K -2,520 -4%
AF
91
Advisornet Financial
Minnesota
$2.08M +$272K +8,914 +16%
Comerica Bank
92
Comerica Bank
Texas
$2.06M +$957K +31,392 +92%
AWM
93
Ameliora Wealth Management
Switzerland
$1.97M +$185K +6,062 +11%
KA
94
Kovack Advisors
Florida
$1.92M -$21.4K -702 -1%
WFO
95
Wealthgate Family Office
Colorado
$1.77M – – –
CFGS
96
Concourse Financial Group Securities
Alabama
$1.75M -$92K -3,019 -5%
LA
97
LVW Advisors
New York
$1.71M -$80.1K -2,628 -5%
SMA
98
Sage Mountain Advisors
Georgia
$1.68M +$138K +4,523 +9%
AI
99
Atria Investments
North Carolina
$1.68M +$1.62M +53,218 New
WA
100
Win Advisors
Florida
$1.62M -$13.6M -445,700 -90%
2 3
4
5 6

HEFA Hedge Fund Activity: Q4 2023 in Review

260 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2023, worth a combined $3.87B — up 19% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new HEFA positions and 19 closed out — a net gain of 31 holders — while 85 added to existing stakes and 81 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $371M. The largest seller was United Capital Financial Advisors, cutting an estimated $134M.

  • 260 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2023, up from 231 in Q3 2023.
  • Funds reported $3.87B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 50 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2023 and 19 closed out, a net change of +31 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2023 was Goldman Sachs, an estimated $371M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2023.