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iShares Currency Hedged MSCI EAFE ETF
HEFA

221 hedge funds and large institutions have $3.54B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

13% more funds holding

Funds holding: 195 → 221 (+26)

10% more capital invested

Capital invested by funds: $3.21B → $3.54B (+$333M)

2.39% more ownership

Funds ownership: 76.09% → 78.48% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

Holders
221
Holders Change
+26
Holders Change %
+13.33%
% of All Funds
5.01%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
44
Increased
84
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$64.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.5M
3
LPL Financial
LPL Financial
California
+$27.4M
4
UBS Group
UBS Group
Switzerland
+$22.4M
5
PAS
Park Avenue Securities
New York
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
-$9.38M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.7M
3
AF
Ally Financial
Michigan
-$6.68M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.45M
5
BF
BOK Financial
Oklahoma
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
151
Capital Advisors Ltd
Ohio
$456K -$184K -6,201 -29%
IWM
152
IHT Wealth Management
Illinois
$455K +$420K +14,153 +1,952%
SAM
153
Summit Asset Management
Tennessee
$451K – – –
Creative Planning
154
Creative Planning
Kansas
$424K – – –
SG
155
StoneX Group
New York
$411K -$30K -1,011 -7%
CAN
156
Cetera Advisor Networks
California
$401K +$3.09K +104 +0.8%
SWP
157
Stratos Wealth Partners
Ohio
$393K -$469K -15,816 -54%
VFA
158
Virtus Fund Advisers
Connecticut
$389K – – –
WAM
159
Watermark Asset Management
California
$375K -$24.5K -825 -6%
FHA
160
Flagship Harbor Advisors
Massachusetts
$364K +$353K +11,888 New
DWT
161
Dorsey & Whitney Trust
South Dakota
$360K +$359K +12,113 New
AWM
162
AE Wealth Management
Kansas
$344K +$344K +11,598 New
FTI
163
Fiduciary Trust International
Massachusetts
$336K – – –
Brown Advisory
164
Brown Advisory
Maryland
$325K -$7.3K -246 -2%
Jane Street
165
Jane Street
New York
$307K +$307K +10,358 New
GMA
166
Goldstein Munger & Associates
California
$303K – – –
RBC
167
Roble Belko & Company
Pennsylvania
$299K -$37.1K -1,250 -11%
WCM
168
Weatherstone Capital Management
Colorado
$277K -$62.7K -2,112 -18%
SS
169
Simplicity Solutions
Minnesota
$276K +$276K +9,312 New
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$274K +$167K +5,620 +156%
MSAM
171
Moloney Securities Asset Management
Missouri
$271K +$49.6K +1,673 +22%
Manulife (Manufacturers Life Insurance)
172
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$260K +$118K +3,965 +83%
SHA
173
Seneca House Advisors
Virginia
$243K +$243K +8,185 New
WT
174
Whittier Trust
California
$236K – – –
HB
175
Homrich & Berg
Georgia
$231K – – –
5 6
7
8 9

HEFA Hedge Fund Activity: Q4 2017 in Review

221 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2017, worth a combined $3.54B — up 10% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HEFA positions and 16 closed out — a net gain of 28 holders — while 84 added to existing stakes and 58 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $64.9M. The largest seller was Wharton Business Group, cutting an estimated $9.38M.

  • 221 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2017, up from 195 in Q3 2017.
  • Funds reported $3.54B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2017, up 10% quarter-over-quarter.
  • 44 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2017 and 16 closed out, a net change of +28 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2017 was Goldman Sachs, an estimated $64.9M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2017 was Wharton Business Group, an estimated $9.38M sold.

Based on aggregated 13F filings for Q4 2017.