iShares Currency Hedged MSCI EAFE ETF
HEFA
167 hedge funds and large institutions have $1.95B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 79 reducing their positions, and 26 closing their positions.
8% more capital invested
Capital invested by funds: $1.81B → $1.95B (+$142M)
0.76% more ownership
Funds ownership: 80.14% → 80.9% (+0.76%)
6% less funds holding
Funds holding: 177 → 167 (-10)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
38% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 26
52% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$57.6M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$57.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$35.1M |
| 4 |
RGIA
Rainier Group Investment Advisory
Bellevue,
Washington
|
+$15.5M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$91.6M |
| 2 |
PV
Private Vista
Chicago,
Illinois
|
-$40.7M |
| 3 |
FHB
First Hawaiian Bank
Honolulu,
Hawaii
|
-$37.5M |
| 4 |
Morgan Stanley
New York
|
-$35.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$23.1M |
HEFA Hedge Fund Activity: Q2 2020 in Review
167 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2020, worth a combined $1.95B — up 7.8% from $1.81B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of HEFA and 16 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 38 added.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $57.6M. The largest seller was Goldman Sachs, cutting an estimated $91.6M.
- 167 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2020, down from 177 in Q1 2020.
- Funds reported $1.95B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2020, up 7.8% quarter-over-quarter.
- 16 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2020 and 26 closed out, a net change of -10 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2020 was JP Morgan Private Wealth Advisors, an estimated $57.6M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2020 was Goldman Sachs, an estimated $91.6M sold.
Based on aggregated 13F filings for Q2 2020.