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iShares Currency Hedged MSCI EAFE ETF
HEFA

232 hedge funds and large institutions have $3.12B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

16% more funds holding

Funds holding: 200 → 232 (+32)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

3% more capital invested

Capital invested by funds: $3.02B → $3.12B (+$103M)

0.45% more ownership

Funds ownership: 88.55% → 88.99% (+0.45%)

23% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 75

Holders
232
Holders Change
+32
Holders Change %
+16%
% of All Funds
3.91%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.27%
New
49
Increased
58
Reduced
75
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$125M
2
JPG
Jordan Park Group
California
+$83M
3
JP Morgan Chase
JP Morgan Chase
New York
+$74M
4
MMA
Miracle Mile Advisors
California
+$70.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.8M

Top Sellers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
-$120M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$35.1M
3
Ameriprise
Ameriprise
Minnesota
-$16M
4
CI
CX Institutional
Indiana
-$15.3M
5
QFA
Quattro Financial Advisors
Texas
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
126
San Luis Wealth Advisors
California
$536K +$558K +16,845 New
SMA
127
Sage Mountain Advisors
Georgia
$518K – – –
E
128
ETFidea
New York
$514K – – –
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$513K -$277K -8,352 -34%
MBT
130
Montecito Bank & Trust
California
$498K – – –
AllianceBernstein
131
AllianceBernstein
Tennessee
$492K – – –
KSWA
132
Kathleen S. Wright Associates
Pennsylvania
$489K – – –
AWM
133
Apollon Wealth Management
South Carolina
$480K -$68.7K -2,072 -12%
MW
134
Marcum Wealth
Ohio
$477K +$497K +15,004 New
CFB
135
Cullen/Frost Bankers
Texas
$471K – – –
SGI
136
Summit Global Investments
Utah
$464K -$55.7K -1,680 -10%
APP
137
Avantax Planning Partners
Iowa
$462K – – –
ASN
138
Advisory Services Network
Georgia
$453K +$174K +5,254 +58%
FC
139
Forte Capital
New York
$451K – – –
CAL
140
Capital Advisors Ltd
Ohio
$434K – – –
MAS
141
Madden Advisory Services
Florida
$410K +$427K +12,890 New
WWM
142
Western Wealth Management
Colorado
$407K -$129K -3,904 -23%
CTA
143
Colonial Trust Advisors
South Carolina
$407K – – –
CFP
144
Cypress Financial Planning
New Jersey
$406K +$423K +12,754 New
RIA
145
Regal Investment Advisors
Michigan
$405K – – –
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$405K +$63.9K +1,928 +18%
DCM
147
Dimension Capital Management
Florida
$404K – – –
SF
148
Synovus Financial
Georgia
$404K – – –
CA
149
Cambridge Associates
Massachusetts
$397K – – –
FTUS
150
Flow Traders U.S.
New York
$391K -$5.73M -172,827 -93%
4 5
6
7 8

HEFA Hedge Fund Activity: Q2 2022 in Review

232 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2022, worth a combined $3.12B — up 3.4% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new HEFA positions and 16 closed out — a net gain of 33 holders — while 58 added to existing stakes and 75 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $125M. The largest seller was Aaron Wealth Advisors, cutting an estimated $120M.

  • 232 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2022, up from 200 in Q1 2022.
  • Funds reported $3.12B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2022, up 3.4% quarter-over-quarter.
  • 49 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2022 and 16 closed out, a net change of +33 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2022 was RiverFront Investment Group, an estimated $125M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2022.