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iShares Currency Hedged MSCI EAFE ETF
HEFA

170 hedge funds and large institutions have $2.21B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $1.98B → $2.21B (+$225M)

2% more funds holding

Funds holding: 167 → 170 (+3)

0.92% more ownership

Funds ownership: 83.99% → 84.91% (+0.92%)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

27% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 66

Holders
170
Holders Change
+3
Holders Change %
+1.8%
% of All Funds
2.99%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
20
Increased
48
Reduced
66
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIG
Partners Capital Investment Group
Massachusetts
+$34.2M
2
UCFA
United Capital Financial Advisors
Texas
+$31.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.5M
4
Goldman Sachs
Goldman Sachs
New York
+$6.2M
5
Barclays
Barclays
United Kingdom
+$4.42M

Top Sellers

1
JMPWA
JP Morgan Private Wealth Advisors
California
-$14.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$12.5M
3
Northern Trust
Northern Trust
Illinois
-$6.22M
4
US Bancorp
US Bancorp
Minnesota
-$5.74M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
126
Brightworth
Georgia
$222K – – –
TC
127
Telemus Capital
Michigan
$215K -$707K -22,189 -78%
TFO
128
Tarbox Family Office
California
$184K – – –
SW
129
SVB Wealth
Massachusetts
$158K – – –
TIM
130
Tortoise Investment Management
New York
$157K – – –
FFA
131
Founders Financial Alliance
North Carolina
$149K -$3.38K -106 -2%
CFD
132
Creative Financial Designs
Indiana
$131K +$127K +3,987 New
CCM
133
Covington Capital Management
California
$129K – – –
Deutsche Bank
134
Deutsche Bank
Germany
$121K – – –
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K – – –
NSIM
136
North Star Investment Management
Illinois
$109K -$95.2K -2,987 -47%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$92K +$81.1K +2,543 +938%
S
138
SignatureFD
Georgia
$92K +$88.6K +2,781 New
AP
139
Arlington Partners
Alabama
$80K – – –
APWA
140
Atlas Private Wealth Advisors
New Jersey
$76K -$7.49K -235 -9%
GRP
141
Global Retirement Partners
California
$70K +$382 +12 +0.6%
AF
142
Allworth Financial
California
$62K – – –
SCA
143
Stonebridge Capital Advisors
Minnesota
$54K +$52.2K +1,638 New
LWP
144
Lumature Wealth Partners
Georgia
$48K -$16.3K -512 -26%
SFS
145
Sowell Financial Services
Arkansas
$46K +$43.3K +1,357 +12,336%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$45K -$2.33K -73 -5%
PA
147
Parallel Advisors
California
$45K – – –
AssetMark Inc
148
AssetMark Inc
California
$33K +$32.2K +1,010 New
AWM
149
Avior Wealth Management
Nebraska
$31K -$1.34K -42 -4%
Bessemer Group
150
Bessemer Group
New Jersey
$28K – – –
4 5
6
7 8

HEFA Hedge Fund Activity: Q1 2021 in Review

170 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2021, worth a combined $2.21B — up 11% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HEFA positions and 15 closed out — a net gain of 5 holders — while 48 added to existing stakes and 66 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $34.2M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $14.8M.

  • 170 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2021, up from 167 in Q4 2020.
  • Funds reported $2.21B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 20 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2021 and 15 closed out, a net change of +5 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2021 was Partners Capital Investment Group, an estimated $34.2M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2021 was JP Morgan Private Wealth Advisors, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2021.