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iShares Currency Hedged MSCI EAFE ETF
HEFA

231 hedge funds and large institutions have $3.25B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

68% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 56

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

5% more funds holding

Funds holding: 220 → 231 (+11)

1% less capital invested

Capital invested by funds: $3.29B → $3.25B (-$40.1M)

2.06% less ownership

Funds ownership: 93.08% → 91.02% (-2.1%)

Holders
231
Holders Change
+11
Holders Change %
+5%
% of All Funds
3.67%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
35
Increased
94
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$36.7M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$27.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$24.3M
4
AWC
Adamsbrown Wealth Consultants
Kansas
+$21.6M
5
WA
Win Advisors
Florida
+$15M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$44.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$14.3M
4
OCM
One Capital Management
California
-$12.4M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$9.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
126
Cetera Advisors
Colorado
$720K +$60.2K +1,988 +9%
Corient Private Wealth
127
Corient Private Wealth
Florida
$691K +$109K +3,592 +19%
FHB
128
First Hawaiian Bank
Hawaii
$678K -$76.7K -2,533 -10%
CIA
129
Compass Ion Advisors
Pennsylvania
$674K +$678K +22,408 New
CIA
130
Choate Investment Advisors
Massachusetts
$664K – – –
RBFC
131
Roman Butler Fullerton & Co
Missouri
$656K +$106K +3,492 +19%
VA
132
Valmark Advisers
Ohio
$642K +$55.2K +1,823 +9%
MCWS
133
McKinley Carter Wealth Services
West Virginia
$639K -$58.2K -1,924 -8%
M&T Bank
134
M&T Bank
New York
$632K – – –
FCBT
135
First Citizens Bank & Trust
North Carolina
$622K +$83.2K +2,750 +15%
SFA
136
Sequoia Financial Advisors
Ohio
$613K – – –
FC
137
Forte Capital
New York
$583K +$2.88K +95 +0.5%
SAM
138
Summit Asset Management
Tennessee
$579K +$44.5K +1,470 +8%
FA
139
Flagstar Advisors
New York
$573K +$23.6K +779 +4%
ATPW
140
Ashton Thomas Private Wealth
Arizona
$526K +$529K +17,477 New
CWM
141
Cranbrook Wealth Management
Michigan
$517K – – –
Schroder Investment Management Group
142
Schroder Investment Management Group
United Kingdom
$512K +$515K +17,021 New
PAMG
143
Patton Albertson Miller Group
Tennessee
$511K -$45.7K -1,510 -8%
HL
144
HeadInvest LLC
Maine
$507K – – –
AWM
145
Apollon Wealth Management
South Carolina
$503K +$160K +5,278 +46%
FHC
146
First Heartland Consultants
Missouri
$487K -$39.6K -1,310 -7%
E
147
ETFidea
New York
$486K – – –
PWM
148
Perigon Wealth Management
California
$473K +$136K +4,496 +40%
AFAS
149
Acorn Financial Advisory Services
Virginia
$460K +$4.75K +157 +1%
FAM
150
Family Asset Management
South Carolina
$449K -$91.8K -3,033 -17%
4 5
6
7 8

HEFA Hedge Fund Activity: Q3 2023 in Review

231 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2023, worth a combined $3.25B — down 1.2% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HEFA positions and 19 closed out — a net gain of 16 holders — while 94 added to existing stakes and 56 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $36.7M. The largest seller was United Capital Financial Advisors, cutting an estimated $44.6M.

  • 231 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2023, up from 220 in Q2 2023.
  • Funds reported $3.25B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2023, down 1.2% quarter-over-quarter.
  • 35 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2023 and 19 closed out, a net change of +16 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2023 was Goldman Sachs, an estimated $36.7M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2023 was United Capital Financial Advisors, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2023.