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iShares Currency Hedged MSCI EAFE ETF
HEFA

231 hedge funds and large institutions have $3.25B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

68% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 56

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

5% more funds holding

Funds holding: 220 → 231 (+11)

1% less capital invested

Capital invested by funds: $3.29B → $3.25B (-$40.1M)

2.06% less ownership

Funds ownership: 93.08% → 91.02% (-2.1%)

Holders
231
Holders Change
+11
Holders Change %
+5%
% of All Funds
3.67%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
35
Increased
94
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$36.7M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$27.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$24.3M
4
AWC
Adamsbrown Wealth Consultants
Kansas
+$21.6M
5
WA
Win Advisors
Florida
+$15M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$44.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$14.3M
4
OCM
One Capital Management
California
-$12.4M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$9.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
101
Lake Street Advisors Group
New Hampshire
$1.08M +$18K +596 +2%
Jane Street
102
Jane Street
New York
$1.08M -$9.39M -310,419 -90%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$1.04M +$1.02M +33,808 New
PAG
104
Private Advisor Group
New Jersey
$1.04M +$14.8K +490 +1%
AWM
105
Aspire Wealth Management
Massachusetts
$1.03M +$91.7K +3,029 +10%
Comerica Bank
106
Comerica Bank
Texas
$1.02M +$1.03M +34,026 New
DCM
107
Dimension Capital Management
Florida
$1.02M +$398K +13,157 +63%
PFG
108
PAX Financial Group
Texas
$1M -$679K -22,432 -40%
EIA
109
Eldridge Investment Advisors
New Hampshire
$978K +$590K +19,501 +150%
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$963K -$10.3K -342 -1%
MWM
111
Maltin Wealth Management
New Jersey
$919K +$18.7K +619 +2%
CAG
112
Curtis Advisory Group
California
$918K +$923K +30,494 New
GA
113
Geller Advisors
New York
$901K +$16.9K +558 +2%
CI
114
CX Institutional
Indiana
$866K -$4.65M -153,646 -84%
BI
115
Berkeley Inc
Idaho
$864K -$32K -1,059 -4%
TWM
116
Trinity Wealth Management
Pennsylvania
$862K +$866K +28,632 New
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$849K +$35.1K +1,160 +4%
SMC
118
Smith, Moore & Co
Missouri
$813K +$817K +27,004 New
KSWA
119
Kathleen S. Wright Associates
Pennsylvania
$812K +$188K +6,220 +30%
SIAS
120
Summit Investment Advisory Services
Minnesota
$803K -$49.3K -1,628 -6%
Lido Advisors
121
Lido Advisors
California
$782K +$786K +25,969 New
LA
122
LexAurum Advisors
Kansas
$774K +$327K +10,791 +72%
Renaissance Technologies
123
Renaissance Technologies
New York
$765K -$766K -25,300 -50%
CWM
124
Cedar Wealth Management
California
$747K – – –
GIA
125
Gladstone Institutional Advisory
Florida
$727K +$106K +3,500 +17%
3 4
5
6 7

HEFA Hedge Fund Activity: Q3 2023 in Review

231 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2023, worth a combined $3.25B — down 1.2% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HEFA positions and 19 closed out — a net gain of 16 holders — while 94 added to existing stakes and 56 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $36.7M. The largest seller was United Capital Financial Advisors, cutting an estimated $44.6M.

  • 231 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2023, up from 220 in Q2 2023.
  • Funds reported $3.25B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2023, down 1.2% quarter-over-quarter.
  • 35 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2023 and 19 closed out, a net change of +16 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2023 was Goldman Sachs, an estimated $36.7M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2023 was United Capital Financial Advisors, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2023.