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iShares Currency Hedged MSCI EAFE ETF
HEFA

200 hedge funds and large institutions have $3.02B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 55

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $2.83B → $3.02B (+$193M)

2.6% more ownership

Funds ownership: 85.94% → 88.55% (+2.6%)

0% more funds holding

Funds holding: 200 → 200 (0)

Holders
200
Holders Change
–
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
17
Increased
77
Reduced
55
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
+$123M
2
Goldman Sachs
Goldman Sachs
New York
+$59.7M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$29.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.4M
5
UCFA
United Capital Financial Advisors
Texas
+$26.2M

Top Sellers

Rank Fund Capital Flow
1
TIM
Total Investment Management
Arizona
-$14.8M
2
AWE
Avidian Wealth Enterprises
Texas
-$8.95M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.09M
4
SC
Schoolcraft Capital
Colorado
-$5.28M
5
AT
American Trust
Kentucky
-$4.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
126
Jane Street
New York
$463K -$3.85M -113,403 -89%
CAL
127
Capital Advisors Ltd
Ohio
$463K – – –
Baird Financial Group
128
Baird Financial Group
Wisconsin
$458K +$42.4K +1,249 +10%
SC
129
SouthState Corp
Florida
$453K +$454K +13,359 New
CTA
130
Colonial Trust Advisors
South Carolina
$434K -$111K -3,267 -20%
RIA
131
Regal Investment Advisors
Michigan
$432K +$23.1K +679 +6%
DCM
132
Dimension Capital Management
Florida
$431K – – –
SF
133
Synovus Financial
Georgia
$431K – – –
CA
134
Cambridge Associates
Massachusetts
$423K – – –
MIAN
135
Mariner Independent Advisor Network
Kansas
$414K +$21.1K +620 +5%
GIA
136
Gladstone Institutional Advisory
Florida
$409K -$48.9K -1,438 -11%
AL
137
Aspiriant LLC
California
$409K – – –
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$402K – – –
VA
139
Valmark Advisers
Ohio
$368K +$368K +10,832 New
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$366K -$19.2K -565 -5%
M&T Bank
141
M&T Bank
New York
$356K -$277K -8,148 -44%
BA
142
Bellwether Advisors
Nebraska
$343K – – –
GT
143
Glenmede Trust
Pennsylvania
$342K – – –
IA
144
IFP Advisors
Florida
$325K +$342K +10,067 +1,505%
RFN
145
RDA Financial Network
Iowa
$324K +$324K +9,536 New
IAA
146
Independent Advisor Alliance
North Carolina
$316K – – –
Stifel Financial
147
Stifel Financial
Missouri
$314K +$73.6K +2,167 +31%
HCMT
148
Highland Capital Management (Tennessee)
Tennessee
$310K – – –
KPW
149
Kore Private Wealth
New York
$306K – – –
WPC
150
White Pine Capital
Minnesota
$305K -$95.4K -2,807 -24%
4 5
6
7 8

HEFA Hedge Fund Activity: Q1 2022 in Review

200 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2022, worth a combined $3.02B — up 6.8% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HEFA positions and 15 closed out — a net gain of 2 holders — while 77 added to existing stakes and 55 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $123M. The largest seller was Total Investment Management, cutting an estimated $14.8M.

  • 200 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $3.02B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2022, up 6.8% quarter-over-quarter.
  • 17 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2022 and 15 closed out, a net change of +2 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $123M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2022 was Total Investment Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2022.