We are live on ! Find out more
HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

220 hedge funds and large institutions have $3.29B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

13% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 68

13% more capital invested

Capital invested by funds: $2.92B → $3.29B (+$373M)

2.58% more ownership

Funds ownership: 90.49% → 93.08% (+2.6%)

2% more funds holding

Funds holding: 215 → 220 (+5)

Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
3.45%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
28
Increased
77
Reduced
68
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
+$55M
2
CCM
Coldstream Capital Management
Washington
+$23.6M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$17.8M
4
Morgan Stanley
Morgan Stanley
New York
+$15.4M
5
UCFA
United Capital Financial Advisors
Texas
+$14.6M

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$17.4M
2
WBG
Wharton Business Group
Pennsylvania
-$14.2M
3
AT
American Trust
Kentucky
-$5.76M
4
KAH
Kathryn A. Hall
-$4.75M
5
US Bancorp
US Bancorp
Minnesota
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$1.01M -$31.9K -1,055 -3%
API
102
Advisor Partners II
California
$982K +$959K +31,681 New
AWM
103
Aspire Wealth Management
Massachusetts
$970K +$7.51K +248 +0.8%
MWM
104
Maltin Wealth Management
New Jersey
$927K +$36.1K +1,193 +4%
BI
105
Berkeley Inc
Idaho
$922K – – –
GA
106
Geller Advisors
New York
$911K +$244K +8,059 +38%
CAM
107
Cresset Asset Management
Illinois
$887K +$866K +28,601 New
SIAS
108
Summit Investment Advisory Services
Minnesota
$877K -$7.08K -234 -0.8%
SOS
109
Silver Oak Securities
Tennessee
$868K +$847K +27,985 New
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$838K -$48.8K -1,613 -6%
EE
111
EWG Elevate
California
$797K +$778K +25,700 New
FHB
112
First Hawaiian Bank
Hawaii
$777K -$28.9K -955 -4%
CWM
113
Cedar Wealth Management
California
$769K – – –
FI
114
Financial Insights
Washington
$719K -$191K -6,316 -21%
MCWS
115
McKinley Carter Wealth Services
West Virginia
$717K -$51.7K -1,708 -7%
CIA
116
Choate Investment Advisors
Massachusetts
$684K – – –
CA
117
Cetera Advisors
Colorado
$680K -$88K -2,907 -12%
HF
118
HRT Financial
New York
$657K +$236K +7,787 +58%
M&T Bank
119
M&T Bank
New York
$650K -$64.1K -2,118 -9%
DCM
120
Dimension Capital Management
Florida
$644K +$110K +3,648 +21%
KSWA
121
Kathleen S. Wright Associates
Pennsylvania
$643K -$7.48K -247 -1%
GIA
122
Gladstone Institutional Advisory
Florida
$640K +$222K +7,323 +55%
SFA
123
Sequoia Financial Advisors
Ohio
$632K +$617K +20,380 New
VA
124
Valmark Advisers
Ohio
$605K -$60.5K -1,999 -9%
Corient Private Wealth
125
Corient Private Wealth
Florida
$601K -$324K -10,712 -36%
3 4
5
6 7

HEFA Hedge Fund Activity: Q2 2023 in Review

220 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2023, worth a combined $3.29B — up 13% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HEFA positions and 22 closed out — a net gain of 6 holders — while 77 added to existing stakes and 68 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $55M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $17.4M.

  • 220 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2023, up from 215 in Q1 2023.
  • Funds reported $3.29B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 28 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2023 and 22 closed out, a net change of +6 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2023 was Partners Capital Investment Group, an estimated $55M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2023.