iShares Currency Hedged MSCI EAFE ETF
HEFA
429 hedge funds and large institutions have $5B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 154 increasing their positions, 132 reducing their positions, and 38 closing their positions.
116% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 38
29% more funds holding in top 10
Funds holding in top 10: 17 → 22 (+5)
17% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 132
9% more funds holding
Funds holding: 395 → 429 (+34)
1.28% more ownership
Funds ownership: 90.46% → 91.74% (+1.3%)
1% more capital invested
Capital invested by funds: $4.95B → $5B (+$52.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$157M |
| 2 |
Goldman Sachs
New York
|
+$121M |
| 3 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$57.7M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
+$36.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$92.9M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$64.6M |
| 3 |
Bank of New York Mellon
New York
|
-$58.7M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$42.3M |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$42.2M |
HEFA Hedge Fund Activity: Q4 2024 in Review
429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2024, worth a combined $5B — up 1.1% from $4.95B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new HEFA positions and 38 closed out — a net gain of 44 holders — while 154 added to existing stakes and 132 trimmed.
The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $157M. The largest seller was Partners Capital Investment Group, cutting an estimated $92.9M.
- 429 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2024, up from 395 in Q3 2024.
- Funds reported $5B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
- 82 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2024 and 38 closed out, a net change of +44 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2024 was Dynasty Wealth Management, an estimated $157M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2024 was Partners Capital Investment Group, an estimated $92.9M sold.
Based on aggregated 13F filings for Q4 2024.