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iShares Currency Hedged MSCI EAFE ETF
HEFA

227 hedge funds and large institutions have $2.4B invested in iShares Currency Hedged MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

14% more funds holding

Funds holding: 200 → 227 (+27)

1.5% more ownership

Funds ownership: 78.58% → 80.08% (+1.5%)

4% more capital invested

Capital invested by funds: $2.31B → $2.4B (+$97.9M)

14% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 76

Holders
227
Holders Change
+27
Holders Change %
+13.5%
% of All Funds
4.47%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
41
Increased
65
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.45M
2
US Bancorp
US Bancorp
Minnesota
+$7.35M
3
UCFA
United Capital Financial Advisors
Texas
+$7.31M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.54M
5
Morgan Stanley
Morgan Stanley
New York
+$4.38M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$10.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.86M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$4.41M
4
Jane Street
Jane Street
New York
-$2.9M
5
FTUS
Flow Traders U.S.
New York
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$1.02M -$17.6K -577 -2%
FTUS
102
Flow Traders U.S.
New York
$1.01M -$2.74M -89,741 -73%
LWA
103
LWS Wealth Advisors
New Jersey
$986K +$986K +32,307 New
TC
104
Telemus Capital
Michigan
$979K -$21.2K -694 -2%
CRCM
105
Corbett Road Capital Management
Virginia
$958K +$957K +31,385 New
CTA
106
Colonial Trust Advisors
South Carolina
$953K -$103K -3,381 -10%
BIM
107
Bridges Investment Management
Nebraska
$951K – – –
FA
108
Financial Advisors
Massachusetts
$943K – – –
FFN
109
Focus Financial Network
Minnesota
$935K +$618K +20,245 +195%
BAM
110
Bruderman Asset Management
New York
$897K -$94.3K -3,091 -10%
CCM
111
Condor Capital Management
New Jersey
$890K -$14K -459 -2%
WT
112
Whittier Trust
California
$882K -$37.1K -1,217 -4%
9WM
113
9258 Wealth Management
Ohio
$864K +$184K +6,018 +27%
BUB
114
BBVA USA Bancshares
Texas
$824K -$12.5K -410 -1%
CWM
115
Cranbrook Wealth Management
Michigan
$778K -$31K -1,015 -4%
SC
116
SouthState Corp
Florida
$772K – – –
SGCA
117
Steel Grove Capital Advisors
Tennessee
$734K – – –
NSIM
118
North Star Investment Management
Illinois
$710K +$9.88K +324 +1%
DT
119
Diversified Trust
Tennessee
$706K – – –
AWM
120
AE Wealth Management
Kansas
$698K +$698K +22,878 New
WIA
121
World Investment Advisors
California
$688K +$688K +22,548 New
NCP
122
NexWave Capital Partners
New York
$677K +$677K +22,176 New
SAM
123
Summit Asset Management
Tennessee
$664K +$50.6K +1,658 +8%
SS
124
Simplicity Solutions
Minnesota
$662K +$661K +21,683 New
BSW
125
Buckingham Strategic Wealth
Missouri
$657K – – –
3 4
5
6 7

HEFA Hedge Fund Activity: Q4 2019 in Review

227 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2019, worth a combined $2.4B — up 4.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HEFA positions and 13 closed out — a net gain of 28 holders — while 65 added to existing stakes and 76 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $9.45M. The largest seller was Goldman Sachs, cutting an estimated $10.4M.

  • 227 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2019, up from 200 in Q3 2019.
  • Funds reported $2.4B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 41 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2019 and 13 closed out, a net change of +28 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $9.45M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2019 was Goldman Sachs, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2019.