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iShares Currency Hedged MSCI EAFE ETF
HEFA

221 hedge funds and large institutions have $3.54B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

13% more funds holding

Funds holding: 195 → 221 (+26)

10% more capital invested

Capital invested by funds: $3.21B → $3.54B (+$333M)

2.39% more ownership

Funds ownership: 76.09% → 78.48% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

Holders
221
Holders Change
+26
Holders Change %
+13.33%
% of All Funds
5.01%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
44
Increased
84
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$64.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.5M
3
LPL Financial
LPL Financial
California
+$27.4M
4
UBS Group
UBS Group
Switzerland
+$22.4M
5
PAS
Park Avenue Securities
New York
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
-$9.38M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.7M
3
AF
Ally Financial
Michigan
-$6.68M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.45M
5
BF
BOK Financial
Oklahoma
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
101
Venturi Wealth Management
Texas
$1.5M +$343K +11,560 +30%
CAM
102
Concorde Asset Management
Michigan
$1.5M -$60.3K -2,031 -4%
LA
103
LVW Advisors
New York
$1.46M – – –
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$1.45M +$94.2K +3,175 +7%
PCIG
105
Partners Capital Investment Group
Massachusetts
$1.44M +$223K +7,514 +18%
CCM
106
Colorado Capital Management
Colorado
$1.4M -$232K -7,814 -14%
SBL
107
Sargent Bickham Lagudis
Colorado
$1.35M -$10.1K -340 -0.7%
WI
108
Wintrust Investments
Illinois
$1.3M +$883K +29,750 +209%
CG
109
Colony Group
Massachusetts
$1.3M +$1.01M +33,896 +345%
IA
110
IFP Advisors
Florida
$1.29M +$77K +2,594 +6%
GA
111
Greytown Advisors
Florida
$1.21M – – –
CWM
112
Confluence Wealth Management
Oregon
$1.2M – – –
PGA
113
Premia Global Advisors
Florida
$1.16M +$1.16M +39,203 New
GFPC
114
Global Financial Private Capital
Florida
$1.15M -$32.1K -1,081 -3%
VC
115
Vicus Capital
Pennsylvania
$1.12M +$57.5K +1,938 +5%
BAM
116
Bruderman Asset Management
New York
$1.12M -$9.26K -312 -0.8%
LSAG
117
Lake Street Advisors Group
New Hampshire
$1.1M +$1.1M +37,231 New
PCMK
118
Paragon Capital Management (Kansas)
Kansas
$1.09M +$1.09M +36,854 New
ABC
119
Associated Banc-Corp
Wisconsin
$1.09M -$55.6K -1,875 -5%
SFS
120
Sowell Financial Services
Arkansas
$1.04M +$51.2K +1,725 +5%
CAM
121
Covenant Asset Management
New Jersey
$1.04M +$53.1K +1,790 +5%
SC
122
SouthState Corp
Florida
$1.04M +$1.04M +34,950 New
FAIM
123
Financial Advocates Investment Management
Washington
$1.02M +$1.02M +34,282 New
SCM
124
Stonehearth Capital Management
Massachusetts
$972K -$87.1K -2,936 -8%
CCM
125
Condor Capital Management
New Jersey
$921K -$14.5K -489 -2%
3 4
5
6 7

HEFA Hedge Fund Activity: Q4 2017 in Review

221 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2017, worth a combined $3.54B — up 10% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HEFA positions and 16 closed out — a net gain of 28 holders — while 84 added to existing stakes and 58 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $64.9M. The largest seller was Wharton Business Group, cutting an estimated $9.38M.

  • 221 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2017, up from 195 in Q3 2017.
  • Funds reported $3.54B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2017, up 10% quarter-over-quarter.
  • 44 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2017 and 16 closed out, a net change of +28 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2017 was Goldman Sachs, an estimated $64.9M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2017 was Wharton Business Group, an estimated $9.38M sold.

Based on aggregated 13F filings for Q4 2017.