iShares Currency Hedged MSCI EAFE ETF
HEFA
179 hedge funds and large institutions have $2.53B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 13 closing their positions.
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
43% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 47
2% more funds holding
Funds holding: 176 → 179 (+3)
3% more capital invested
Capital invested by funds: $2.45B → $2.53B (+$76.4M)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
1.22% less ownership
Funds ownership: 85.97% → 84.75% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$42.2M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$34.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.9M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$23M |
| 5 |
JPG
Jordan Park Group
San Francisco,
California
|
+$8.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$33.7M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$5.36M |
| 3 |
Barclays
London,
United Kingdom
|
-$3.79M |
| 4 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
-$2.3M |
| 5 |
KP
Keel Point
Huntsville,
Alabama
|
-$1.84M |
HEFA Hedge Fund Activity: Q3 2021 in Review
179 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2021, worth a combined $2.53B — up 3.1% from $2.45B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HEFA positions and 13 closed out — a net gain of 8 holders — while 67 added to existing stakes and 47 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $42.2M. The largest seller was Coldstream Capital Management, cutting an estimated $33.7M.
- 179 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2021, up from 176 in Q2 2021.
- Funds reported $2.53B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2021, up 3.1% quarter-over-quarter.
- 21 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2021 and 13 closed out, a net change of +8 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2021 was Goldman Sachs, an estimated $42.2M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2021 was Coldstream Capital Management, an estimated $33.7M sold.
Based on aggregated 13F filings for Q3 2021.