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iShares Currency Hedged MSCI EAFE ETF
HEFA

409 hedge funds and large institutions have $6.34B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 143 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

795% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 19

151% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 57

64% more capital invested

Capital invested by funds: $3.87B → $6.34B (+$2.47B)

57% more funds holding

Funds holding: 260 → 409 (+149)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

1.5% less ownership

Funds ownership: 101.01% → 99.5% (-1.5%)

Holders
409
Holders Change
+149
Holders Change %
+57.31%
% of All Funds
5.89%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
170
Increased
143
Reduced
57
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$706M
2
LPL Financial
LPL Financial
California
+$156M
3
JP Morgan Chase
JP Morgan Chase
New York
+$136M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$105M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$88.8M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$206M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$62M
3
Morgan Stanley
Morgan Stanley
New York
-$31.5M
4
HMH
Hackensack Meridian Health
New Jersey
-$30M
5
CI
CX Institutional
Indiana
-$19.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
KW
126
KWB Wealth
California
$3.5M +$3.31M +100,470 New
FAG
127
Financial Advisory Group
Texas
$3.41M – – –
KFSC
128
Keystone Financial Services (Colorado)
Colorado
$3.38M +$3.19M +96,967 New
CPG
129
Cornerstone Planning Group
New Jersey
$3.36M +$207K +6,282 +7%
IWM
130
IHT Wealth Management
Illinois
$3.14M +$2.96M +89,934 New
TF
131
Trek Financial
Arizona
$3.09M +$2.92M +88,561 New
PIAS
132
PCA Investment Advisory Services
Ohio
$3.06M +$519K +15,761 +22%
Comerica Bank
133
Comerica Bank
Texas
$3.01M +$685K +20,810 +32%
PWM
134
Perigon Wealth Management
California
$2.99M +$2.23M +67,848 +377%
BCM
135
Brookstone Capital Management
Illinois
$2.95M +$2.78M +84,436 New
CWS
136
Cypress Wealth Services
California
$2.93M +$2.77M +84,140 New
SPIA
137
Steward Partners Investment Advisory
New York
$2.9M +$2.69M +81,828 +6,358%
WPW
138
Watershed Private Wealth
Illinois
$2.83M +$2.67M +81,172 New
VWA
139
VERITY Wealth Advisors
United States
$2.82M -$274K -8,317 -9%
KFGK
140
Keystone Financial Group (Kentucky)
Kentucky
$2.81M +$2.65M +80,449 New
AWA
141
Aaron Wealth Advisors
Illinois
$2.79M -$90.3K -2,741 -3%
DA
142
Detalus Advisors
Missouri
$2.74M +$2.59M +78,536 New
FA
143
Financial Advisors
Massachusetts
$2.7M – – –
SL
144
Sentinus LLC
Illinois
$2.7M +$2.55M +77,346 New
AWM
145
Apollon Wealth Management
South Carolina
$2.63M -$1.75M -53,269 -41%
AF
146
Advisornet Financial
Minnesota
$2.62M +$296K +8,983 +14%
BHWM
147
Bay Harbor Wealth Management
Maryland
$2.58M +$2.44M +74,064 New
MA
148
Mutual Advisors
Nebraska
$2.57M +$2.02M +61,482 +503%
CAM
149
Cobblestone Asset Management
Virginia
$2.54M +$2.4M +72,803 New
FCMA
150
Foresight Capital Management Advisors
Michigan
$2.53M +$2.38M +72,408 New
4 5
6
7 8

HEFA Hedge Fund Activity: Q1 2024 in Review

409 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2024, worth a combined $6.34B — up 64% from $3.87B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new HEFA positions and 19 closed out — a net gain of 151 holders — while 143 added to existing stakes and 57 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $706M. The largest seller was Goldman Sachs, cutting an estimated $206M.

  • 409 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2024, up from 260 in Q4 2023.
  • Funds reported $6.34B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2024, up 64% quarter-over-quarter.
  • 170 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2024 and 19 closed out, a net change of +151 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $706M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2024 was Goldman Sachs, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2024.