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iShares Currency Hedged MSCI EAFE ETF
HEFA

167 hedge funds and large institutions have $1.95B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.81B → $1.95B (+$142M)

0.76% more ownership

Funds ownership: 80.14% → 80.9% (+0.76%)

6% less funds holding

Funds holding: 177 → 167 (-10)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

52% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 79

Holders
167
Holders Change
-10
Holders Change %
-5.65%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.23%
New
16
Increased
38
Reduced
79
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
+$57.6M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$57.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.1M
4
RGIA
Rainier Group Investment Advisory
Washington
+$15.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.64M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$91.6M
2
PV
Private Vista
Illinois
-$40.7M
3
FHB
First Hawaiian Bank
Hawaii
-$37.5M
4
Morgan Stanley
Morgan Stanley
New York
-$35.3M
5
Wells Fargo
Wells Fargo
California
-$23.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
126
Brightworth
Georgia
$220K -$383K -14,626 -65%
APA
127
American Portfolios Advisors
New York
$216K +$121K +4,638 +145%
NFG
128
Next Financial Group
Texas
$204K +$39.7K +1,517 +26%
TFO
129
Tarbox Family Office
California
$154K – – –
SW
130
SVB Wealth
Massachusetts
$132K – – –
TIM
131
Tortoise Investment Management
New York
$132K – – –
BFEC
132
Benjamin F. Edwards & Company
Missouri
$118K +$7.75K +296 +7%
CCM
133
Covington Capital Management
California
$108K – – –
APWA
134
Atlas Private Wealth Advisors
New Jersey
$71K +$67.3K +2,570 New
AP
135
Arlington Partners
Alabama
$67K – – –
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63K – – –
GRP
137
Global Retirement Partners
California
$60K +$3.27K +125 +6%
AF
138
Allworth Financial
California
$51K +$48.2K +1,841 New
PA
139
Procyon Advisors
Connecticut
$46K – – –
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$43K +$40.9K +1,563 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$34K -$67.4K -2,575 -67%
BWM
142
BerganKDV Wealth Management
Minnesota
$32K – – –
AWM
143
Avior Wealth Management
Nebraska
$27K -$19.1K -728 -42%
CFGS
144
Concourse Financial Group Securities
Alabama
$27K – – –
BWA
145
BDO Wealth Advisors
Florida
$24K – – –
GWM
146
Geneos Wealth Management
Colorado
$24K – – –
Bessemer Group
147
Bessemer Group
New Jersey
$23K – – –
SPIA
148
Steward Partners Investment Advisory
New York
$17K -$8.46K -323 -35%
MRCM
149
M&R Capital Management
New Jersey
$16K – – –
IA
150
IFP Advisors
Florida
$15K -$15.3K -584 -53%
4 5
6
7 8

HEFA Hedge Fund Activity: Q2 2020 in Review

167 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2020, worth a combined $1.95B — up 7.8% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of HEFA and 16 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 38 added.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $57.6M. The largest seller was Goldman Sachs, cutting an estimated $91.6M.

  • 167 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2020, down from 177 in Q1 2020.
  • Funds reported $1.95B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2020, up 7.8% quarter-over-quarter.
  • 16 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2020 and 26 closed out, a net change of -10 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2020 was JP Morgan Private Wealth Advisors, an estimated $57.6M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2020 was Goldman Sachs, an estimated $91.6M sold.

Based on aggregated 13F filings for Q2 2020.