HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

210 hedge funds and large institutions have $2.3B invested in iShares Currency Hedged MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
4.55%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
24
Increased
58
Reduced
82
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RGIA
Rainier Group Investment Advisory
Washington
+$16.5M
2
Ameriprise
Ameriprise
Minnesota
+$16.3M
3
FFS
Founders Financial Securities
Maryland
+$9.37M
4
HI
Horizon Investments
North Carolina
+$9.33M
5
CCM
Coldstream Capital Management
Washington
+$9.32M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$27.7M
2
SCP
Syntal Capital Partners
Texas
-$24.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$23M
4
Northern Trust
Northern Trust
Illinois
-$11.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
101
Cetera Advisor Networks
California
$749K +$197K +6,835 +36%
SC
102
SouthState Corp
Florida
$730K -$173K -6,000 -19%
GIA
103
Gladstone Institutional Advisory
Florida
$709K -$922K -31,945 -57%
BOH
104
Bank of Hawaii
Hawaii
$692K +$692K +23,983 New
GFPC
105
Global Financial Private Capital
Florida
$688K -$30.2K -1,048 -4%
DT
106
Diversified Trust
Tennessee
$668K – – –
CTA
107
Colonial Trust Advisors
South Carolina
$668K +$272K +9,436 +69%
NSIM
108
North Star Investment Management
Illinois
$657K +$2.4K +83 +0.4%
IWM
109
IHT Wealth Management
Illinois
$627K -$161K -5,585 -20%
CCM
110
Colorado Capital Management
Colorado
$616K -$14.9K -517 -2%
SWP
111
Stratos Wealth Partners
Ohio
$607K +$64.6K +2,240 +12%
SAM
112
Summit Asset Management
Tennessee
$580K – – –
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$572K -$54.1K -1,873 -9%
MBT
114
Montecito Bank & Trust
California
$567K – – –
JPG
115
Jordan Park Group
California
$530K -$41.1K -1,425 -7%
LFG
116
LifePlan Financial Group
Ohio
$529K -$16.7K -579 -3%
FFBTD
117
First Financial Bank - Trust Division
Ohio
$527K – – –
Comerica Bank
118
Comerica Bank
Texas
$515K -$9.19K -313 -2%
BSW
119
Buckingham Strategic Wealth
Missouri
$509K +$72K +2,497 +16%
CA
120
Cetera Advisors
Colorado
$509K +$96.8K +3,381 +23%
HL
121
HeadInvest LLC
Maine
$497K -$497K -17,210 -50%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$484K -$18.9K -654 -4%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$482K -$111K -3,848 -19%
BIA
124
Bigelow Investment Advisors
Maine
$471K -$19.1K -661 -4%
MAS
125
Managed Account Services
Florida
$464K +$51.3K +1,734 +12%
3 4
5
6 7