We are live on ! Find out more
HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

176 hedge funds and large institutions have $2.45B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

11% more capital invested

Capital invested by funds: $2.21B → $2.45B (+$247M)

4% more funds holding

Funds holding: 170 → 176 (+6)

1.06% more ownership

Funds ownership: 84.91% → 85.97% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

11% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 57

Holders
176
Holders Change
+6
Holders Change %
+3.53%
% of All Funds
3.06%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
21
Increased
51
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36.1M
2
Goldman Sachs
Goldman Sachs
New York
+$31.2M
3
CCM
Coldstream Capital Management
Washington
+$29.8M
4
UCFA
United Capital Financial Advisors
Texas
+$29.4M
5
TIM
Total Investment Management
Arizona
+$14.3M

Top Sellers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
-$16.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.84M
3
CC
Cypress Capital
Tennessee
-$7.54M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$2.38M
5
FMT
First Mercantile Trust
Tennessee
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
126
Creative Financial Designs
Indiana
$294K +$153K +4,513 +113%
DWT
127
Dorsey & Whitney Trust
South Dakota
$271K – – –
CWA
128
Centennial Wealth Advisory
Michigan
$253K +$248K +7,294 New
SIA
129
SkyView Investment Advisors
New Jersey
$248K – – –
EH
130
Equitable Holdings
New York
$237K -$1.49K -44 -0.6%
B
131
Brightworth
Georgia
$233K – – –
IWM
132
IHT Wealth Management
Illinois
$214K +$210K +6,181 New
ASN
133
Advisory Services Network
Georgia
$208K +$204K +6,018 New
RB
134
Renasant Bank
Mississippi
$203K +$199K +5,864 New
TFO
135
Tarbox Family Office
California
$194K – – –
SW
136
SVB Wealth
Massachusetts
$166K – – –
TIM
137
Tortoise Investment Management
New York
$165K – – –
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$165K +$67.2K +1,980 +70%
FFA
139
Founders Financial Alliance
North Carolina
$154K – – –
CCM
140
Covington Capital Management
California
$135K – – –
Deutsche Bank
141
Deutsche Bank
Germany
$127K – – –
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K – – –
NSIM
143
North Star Investment Management
Illinois
$115K – – –
SCA
144
Stonebridge Capital Advisors
Minnesota
$111K +$55.6K +1,638 +100%
S
145
SignatureFD
Georgia
$96K – – –
AP
146
Arlington Partners
Alabama
$84K – – –
APWA
147
Atlas Private Wealth Advisors
New Jersey
$74K -$4.75K -140 -6%
GRP
148
Global Retirement Partners
California
$73K – – –
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$63K +$15.8K +464 +34%
PA
150
Parallel Advisors
California
$48K – – –
4 5
6
7 8

HEFA Hedge Fund Activity: Q2 2021 in Review

176 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2021, worth a combined $2.45B — up 11% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HEFA positions and 13 closed out — a net gain of 8 holders — while 51 added to existing stakes and 57 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $36.1M. The largest seller was Partners Capital Investment Group, cutting an estimated $16.6M.

  • 176 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2021, up from 170 in Q1 2021.
  • Funds reported $2.45B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 21 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2021 and 13 closed out, a net change of +8 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $36.1M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2021 was Partners Capital Investment Group, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2021.