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iShares Currency Hedged MSCI EAFE ETF
HEFA

167 hedge funds and large institutions have $1.98B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

9% more capital invested

Capital invested by funds: $1.81B → $1.98B (+$171M)

4% more funds holding

Funds holding: 160 → 167 (+7)

1.39% more ownership

Funds ownership: 82.61% → 83.99% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 67

Holders
167
Holders Change
+7
Holders Change %
+4.38%
% of All Funds
2.96%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
24
Increased
41
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$26.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.9M
3
CCM
Coldstream Capital Management
Washington
+$18M
4
AWE
Avidian Wealth Enterprises
Texas
+$3.79M
5
Ameriprise
Ameriprise
Minnesota
+$3.73M

Top Sellers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
-$50.6M
2
BlackRock
BlackRock
New York
-$7.24M
3
US Bancorp
US Bancorp
Minnesota
-$7.01M
4
Northern Trust
Northern Trust
Illinois
-$6.21M
5
Wells Fargo
Wells Fargo
California
-$5.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
126
Arete Wealth Advisors
Illinois
$216K -$44K -1,507 -18%
NA
127
NewEdge Advisors
Louisiana
$215K -$11.7K -401 -5%
Bank of Nova Scotia
128
Bank of Nova Scotia
Ontario, Canada
$213K +$203K +6,941 New
IWM
129
IHT Wealth Management
Illinois
$205K -$35.6K -1,220 -15%
B
130
Brightworth
Georgia
$205K +$197K +6,738 New
NSIM
131
North Star Investment Management
Illinois
$192K -$281K -9,631 -60%
TFO
132
Tarbox Family Office
California
$170K – – –
SW
133
SVB Wealth
Massachusetts
$146K – – –
TIM
134
Tortoise Investment Management
New York
$145K – – –
FFA
135
Founders Financial Alliance
North Carolina
$139K – – –
CCM
136
Covington Capital Management
California
$119K – – –
Deutsche Bank
137
Deutsche Bank
Germany
$112K – – –
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110K – – –
APWA
139
Atlas Private Wealth Advisors
New Jersey
$77K -$875 -30 -1%
AP
140
Arlington Partners
Alabama
$74K – – –
BFEC
141
Benjamin F. Edwards & Company
Missouri
$73K -$36.8K -1,260 -35%
GRP
142
Global Retirement Partners
California
$64K -$2.92K -100 -5%
LWP
143
Lumature Wealth Partners
Georgia
$60K +$57.6K +1,974 New
AF
144
Allworth Financial
California
$57K +$467 +16 +0.9%
ASN
145
Advisory Services Network
Georgia
$53K +$18.9K +649 +60%
SMA
146
Sage Mountain Advisors
Georgia
$47K +$45.1K +1,545 New
LGA
147
Lebenthal Global Advisors
New York
$45K +$43.8K +1,500 New
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$44K +$2.13K +73 +5%
PA
149
Parallel Advisors
California
$42K +$40.2K +1,379 New
CFGS
150
Concourse Financial Group Securities
Alabama
$30K – – –
4 5
6
7 8

HEFA Hedge Fund Activity: Q4 2020 in Review

167 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2020, worth a combined $1.98B — up 9.4% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HEFA positions and 13 closed out — a net gain of 11 holders — while 41 added to existing stakes and 67 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $26.2M. The largest seller was Partners Capital Investment Group, cutting an estimated $50.6M.

  • 167 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2020, up from 160 in Q3 2020.
  • Funds reported $1.98B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2020, up 9.4% quarter-over-quarter.
  • 24 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2020 and 13 closed out, a net change of +11 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2020 was United Capital Financial Advisors, an estimated $26.2M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2020 was Partners Capital Investment Group, an estimated $50.6M sold.

Based on aggregated 13F filings for Q4 2020.