iShares Currency Hedged MSCI EAFE ETF
HEFA
170 hedge funds and large institutions have $2.21B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 15 closing their positions.
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
11% more capital invested
Capital invested by funds: $1.98B → $2.21B (+$225M)
2% more funds holding
Funds holding: 167 → 170 (+3)
0.92% more ownership
Funds ownership: 83.99% → 84.91% (+0.92%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
27% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 66
Top Buyers
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$34.2M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$31.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.5M |
| 4 |
Goldman Sachs
New York
|
+$6.2M |
| 5 |
Barclays
London,
United Kingdom
|
+$4.42M |
Top Sellers
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$14.8M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$12.5M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$6.22M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$5.74M |
| 5 |
Bank of New York Mellon
New York
|
-$5.37M |
HEFA Hedge Fund Activity: Q1 2021 in Review
170 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2021, worth a combined $2.21B — up 11% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HEFA positions and 15 closed out — a net gain of 5 holders — while 48 added to existing stakes and 66 trimmed.
The largest buyer was Partners Capital Investment Group, adding an estimated $34.2M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $14.8M.
- 170 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2021, up from 167 in Q4 2020.
- Funds reported $2.21B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2021, up 11% quarter-over-quarter.
- 20 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2021 and 15 closed out, a net change of +5 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2021 was Partners Capital Investment Group, an estimated $34.2M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2021 was JP Morgan Private Wealth Advisors, an estimated $14.8M sold.
Based on aggregated 13F filings for Q1 2021.