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iShares Currency Hedged MSCI EAFE ETF
HEFA

228 hedge funds and large institutions have $2.82B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

2% less funds holding

Funds holding: 232 → 228 (-4)

3.96% less ownership

Funds ownership: 88.99% → 85.03% (-4%)

10% less capital invested

Capital invested by funds: $3.12B → $2.82B (-$306M)

Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.93%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
29
Increased
73
Reduced
75
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$92.7M
2
Morgan Stanley
Morgan Stanley
New York
+$30.5M
3
PFO
Pathstone Family Office
New Jersey
+$18.7M
4
OMC
Old Mission Capital
Illinois
+$17.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$71.7M
2
RIG
RiverFront Investment Group
Virginia
-$22.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.4M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$16.8M
5
JPG
Jordan Park Group
California
-$5.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
101
First Interstate Bank
Montana
$858K +$915K +28,695 New
PAS
102
Park Avenue Securities
New York
$838K -$3.92M -123,069 -81%
BI
103
Berkeley Inc
Idaho
$808K -$56.8K -1,782 -6%
WT
104
Whittier Trust
California
$804K – – –
CA
105
Cetera Advisors
Colorado
$786K +$62.6K +1,964 +8%
FCBT
106
First Citizens Bank & Trust
North Carolina
$721K -$21K -660 -3%
MWM
107
Maltin Wealth Management
New Jersey
$714K +$27.2K +852 +4%
SWA
108
Stratos Wealth Advisors
Ohio
$708K +$755K +23,685 New
CIA
109
Choate Investment Advisors
Massachusetts
$659K – – –
VA
110
Valmark Advisers
Ohio
$638K -$56.9K -1,785 -8%
FA
111
Flagstar Advisors
New York
$632K +$674K +21,155 New
NL
112
NWAM LLC
Washington
$629K +$16.4K +513 +3%
M&T Bank
113
M&T Bank
New York
$628K – – –
CFD
114
Creative Financial Designs
Indiana
$587K +$51.2K +1,606 +9%
TSS
115
Two Sigma Securities
New York
$557K -$341K -10,699 -36%
SAM
116
Summit Asset Management
Tennessee
$544K – – –
CWM
117
Cranbrook Wealth Management
Michigan
$542K – – –
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$516K +$35.8K +1,123 +7%
Renaissance Technologies
119
Renaissance Technologies
New York
$511K +$545K +17,100 New
HL
120
HeadInvest LLC
Maine
$508K – – –
SMA
121
Sage Mountain Advisors
Georgia
$487K – – –
E
122
ETFidea
New York
$483K – – –
MBT
123
Montecito Bank & Trust
California
$468K – – –
RIA
124
Regal Investment Advisors
Michigan
$468K +$93.7K +2,940 +23%
AllianceBernstein
125
AllianceBernstein
Tennessee
$463K – – –
3 4
5
6 7

HEFA Hedge Fund Activity: Q3 2022 in Review

228 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2022, worth a combined $2.82B — down 9.8% from $3.12B a quarter earlier.

Fund positioning in HEFA was balanced in Q3 2022: 29 funds opened new positions, 29 closed out, 73 added to existing stakes and 75 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $92.7M. The largest seller was JP Morgan Chase, cutting an estimated $71.7M.

  • 228 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2022, down from 232 in Q2 2022.
  • Funds reported $2.82B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2022, down 9.8% quarter-over-quarter.
  • 29 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2022 and 29 closed out, a net change of 0 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2022 was Goldman Sachs, an estimated $92.7M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2022 was JP Morgan Chase, an estimated $71.7M sold.

Based on aggregated 13F filings for Q3 2022.