iShares Currency Hedged MSCI EAFE ETF
HEFA
136 hedge funds and large institutions have $2.85B invested in iShares Currency Hedged MSCI EAFE ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 52 reducing their positions, and 26 closing their positions.
9% more capital invested
Capital invested by funds: $2.61B → $2.85B (+$244M)
0.06% more ownership
Funds ownership: 74.1% → 74.16% (+0.06%)
0% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 52
4% less funds holding
Funds holding: 141 → 136 (-5)
19% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 26
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$438M |
| 2 |
Goldman Sachs
New York
|
+$45.4M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$10.3M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$9.63M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$35.9M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$21.4M |
| 3 |
MI
Mercer Investments
Boston,
Massachusetts
|
-$15.5M |
| 4 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$13.3M |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$10.7M |
HEFA Hedge Fund Activity: Q1 2016 in Review
136 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2016, worth a combined $2.85B — up 9.3% from $2.61B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of HEFA and 21 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 52 added.
The largest buyer was JP Morgan Chase, adding an estimated $438M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $35.9M sold.
- 136 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2016, down from 141 in Q4 2015.
- Funds reported $2.85B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2016, up 9.3% quarter-over-quarter.
- 21 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2016 and 26 closed out, a net change of -5 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2016 was JP Morgan Chase, an estimated $438M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2016 was Bank of Nova Scotia, an estimated $35.9M sold.
Based on aggregated 13F filings for Q1 2016.