iShares Currency Hedged MSCI EAFE ETF
HEFA
160 hedge funds and large institutions have $1.81B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 17 closing their positions.
1.71% more ownership
Funds ownership: 80.9% → 82.61% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
4% less funds holding
Funds holding: 167 → 160 (-7)
7% less capital invested
Capital invested by funds: $1.95B → $1.81B (-$144M)
31% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 70
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$59M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.11M |
| 4 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$3.98M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$61M |
| 2 |
Goldman Sachs
New York
|
-$30.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$17.1M |
| 4 |
Morgan Stanley
New York
|
-$14.7M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
-$11.6M |
HEFA Hedge Fund Activity: Q3 2020 in Review
160 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2020, worth a combined $1.81B — down 7.4% from $1.95B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of HEFA and 11 opened new positions — a net loss of 6 holders — while 70 trimmed existing stakes and 48 added.
The largest buyer was United Capital Financial Advisors, adding an estimated $59M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $61M.
- 160 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2020, down from 167 in Q2 2020.
- Funds reported $1.81B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2020, down 7.4% quarter-over-quarter.
- 11 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2020 and 17 closed out, a net change of -6 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2020 was United Capital Financial Advisors, an estimated $59M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2020 was JP Morgan Private Wealth Advisors, an estimated $61M sold.
Based on aggregated 13F filings for Q3 2020.