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iShares Currency Hedged MSCI EAFE ETF
HEFA

200 hedge funds and large institutions have $3.02B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 55

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $2.83B → $3.02B (+$193M)

2.6% more ownership

Funds ownership: 85.94% → 88.55% (+2.6%)

0% more funds holding

Funds holding: 200 → 200 (0)

Holders
200
Holders Change
–
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
17
Increased
77
Reduced
55
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
+$123M
2
Goldman Sachs
Goldman Sachs
New York
+$59.7M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$29.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.4M
5
UCFA
United Capital Financial Advisors
Texas
+$26.2M

Top Sellers

Rank Fund Capital Flow
1
TIM
Total Investment Management
Arizona
-$14.8M
2
AWE
Avidian Wealth Enterprises
Texas
-$8.95M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.09M
4
SC
Schoolcraft Capital
Colorado
-$5.28M
5
AT
American Trust
Kentucky
-$4.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
101
Great Valley Advisor Group
Delaware
$895K +$185K +5,456 +26%
CA
102
Cetera Advisors
Colorado
$849K -$61.3K -1,803 -7%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$831K -$78K -2,295 -9%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$810K +$41.2K +1,211 +5%
FAG
105
Financial Advisory Group
Texas
$766K +$245K +7,209 +47%
NL
106
NWAM LLC
Washington
$746K +$212K +6,237 +40%
SWM
107
Silverlake Wealth Management
Vermont
$741K +$742K +21,833 New
CFD
108
Creative Financial Designs
Indiana
$735K +$378K +11,131 +106%
SAM
109
Summit Asset Management
Tennessee
$731K – – –
KAS
110
Kestra Advisory Services
Texas
$688K +$189K +5,547 +38%
HL
111
HeadInvest LLC
Maine
$640K – – –
CWM
112
Cranbrook Wealth Management
Michigan
$616K – – –
AWM
113
Apollon Wealth Management
South Carolina
$582K +$583K +17,153 New
WWM
114
Western Wealth Management
Colorado
$566K +$250K +7,352 +79%
SMA
115
Sage Mountain Advisors
Georgia
$553K -$284K -8,364 -34%
SGI
116
Summit Global Investments
Utah
$552K +$182K +5,360 +49%
E
117
ETFidea
New York
$548K – – –
MBT
118
Montecito Bank & Trust
California
$532K – – –
AllianceBernstein
119
AllianceBernstein
Tennessee
$525K – – –
KSWA
120
Kathleen S. Wright Associates
Pennsylvania
$521K – – –
CFB
121
Cullen/Frost Bankers
Texas
$502K – – –
FC
122
Forte Capital
New York
$501K – – –
PFG
123
PAX Financial Group
Texas
$497K +$254K +7,479 +104%
APP
124
Avantax Planning Partners
Iowa
$493K – – –
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$478K +$2.17K +64 +0.5%
3 4
5
6 7

HEFA Hedge Fund Activity: Q1 2022 in Review

200 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2022, worth a combined $3.02B — up 6.8% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HEFA positions and 15 closed out — a net gain of 2 holders — while 77 added to existing stakes and 55 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $123M. The largest seller was Total Investment Management, cutting an estimated $14.8M.

  • 200 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $3.02B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2022, up 6.8% quarter-over-quarter.
  • 17 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2022 and 15 closed out, a net change of +2 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $123M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2022 was Total Investment Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2022.