iShares Currency Hedged MSCI EAFE ETF
HEFA
395 hedge funds and large institutions have $4.95B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 105 increasing their positions, 185 reducing their positions, and 121 closing their positions.
7.85% less ownership
Funds ownership: 98.31% → 90.46% (-7.9%)
15% less funds holding
Funds holding: 464 → 395 (-69)
15% less funds holding in top 10
Funds holding in top 10: 20 → 17 (-3)
23% less capital invested
Capital invested by funds: $6.44B → $4.95B (-$1.5B)
43% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 185
55% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$45.7M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$23.1M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$10.8M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$8.79M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$459M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$151M |
| 3 |
JP Morgan Chase
New York
|
-$89.3M |
| 4 |
LPL Financial
San Diego,
California
|
-$79.9M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$72.2M |
HEFA Hedge Fund Activity: Q3 2024 in Review
395 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2024, worth a combined $4.95B — down 23% from $6.44B a quarter earlier.
Sellers outnumbered buyers: 121 funds closed out of HEFA and 54 opened new positions — a net loss of 67 holders — while 185 trimmed existing stakes and 105 added.
The largest buyer was Partners Capital Investment Group, adding an estimated $45.7M. The largest seller was Envestnet Asset Management, cutting an estimated $459M.
- 395 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2024, down from 464 in Q2 2024.
- Funds reported $4.95B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2024, down 23% quarter-over-quarter.
- 54 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2024 and 121 closed out, a net change of -67 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2024 was Partners Capital Investment Group, an estimated $45.7M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $459M sold.
Based on aggregated 13F filings for Q3 2024.