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iShares Currency Hedged MSCI EAFE ETF
HEFA

160 hedge funds and large institutions have $1.81B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 80.9% → 82.61% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

4% less funds holding

Funds holding: 167 → 160 (-7)

7% less capital invested

Capital invested by funds: $1.95B → $1.81B (-$144M)

31% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 70

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
160
Holders Change
-7
Holders Change %
-4.19%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
11
Increased
48
Reduced
70
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$59M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.5M
3
Ameriprise
Ameriprise
Minnesota
+$4.11M
4
AWE
Avidian Wealth Enterprises
Texas
+$3.98M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.84M

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$61M
2
Goldman Sachs
Goldman Sachs
New York
-$30.5M
3
UBS Group
UBS Group
Switzerland
-$17.1M
4
Morgan Stanley
Morgan Stanley
New York
-$14.7M
5
PI
PFS Investments
Georgia
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
151
Ranch Capital Advisors
Florida
$13K – – –
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$11K – – –
WB
153
Webster Bank
Connecticut
$7K – – –
IRC
154
Investors Research Corp
Georgia
$5K – – –
LWM
155
Liberty Wealth Management
California
$5K – – –
SIS
156
Sound Income Strategies
Florida
$3K +$28 +1 +1%
EWM
157
Elmwood Wealth Management
California
$1K – – –
FRA
158
Front Row Advisors
California
$1K – – –
GTAM
159
Global Trust Asset Management
Florida
$1K – – –
SFS
160
Sowell Financial Services
Arkansas
$1K – – –
FTUS
161
Flow Traders U.S.
New York
– -$9.7M -351,370 Closed
FFS
162
Founders Financial Securities
Maryland
– -$2.98M -107,924 Closed
HI
163
Horizon Investments
North Carolina
– -$2.88M -105,676 Closed
SS
164
Sunbelt Securities
Texas
– -$1.7M -61,539 Closed
NEAM
165
New England Asset Management
Connecticut
– -$1.55M -56,340 Closed
MIAN
166
Mariner Independent Advisor Network
Kansas
– -$352K -12,736 Closed
MWP
167
MYCIO Wealth Partners
Pennsylvania
– -$292K -10,570 Closed
B
168
Brightworth
Georgia
– -$220K -7,981 Closed
PA
169
Procyon Advisors
Connecticut
– -$46K -1,675 Closed
BWM
170
BerganKDV Wealth Management
Minnesota
– -$32K -1,177 Closed
GWM
171
Geneos Wealth Management
Colorado
– -$24K -897 Closed
BWA
172
BDO Wealth Advisors
Florida
– -$24K -859 Closed
CFD
173
Creative Financial Designs
Indiana
– -$14K -490 Closed
SFA
174
Semmax Financial Advisors
North Carolina
– -$11K -387 Closed
RTC
175
Riverview Trust Company
Washington
– -$6K -220 Closed
4 5 6
7
8

HEFA Hedge Fund Activity: Q3 2020 in Review

160 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2020, worth a combined $1.81B — down 7.4% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HEFA and 11 opened new positions — a net loss of 6 holders — while 70 trimmed existing stakes and 48 added.

The largest buyer was United Capital Financial Advisors, adding an estimated $59M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $61M.

  • 160 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2020, down from 167 in Q2 2020.
  • Funds reported $1.81B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2020, down 7.4% quarter-over-quarter.
  • 11 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2020 and 17 closed out, a net change of -6 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2020 was United Capital Financial Advisors, an estimated $59M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2020 was JP Morgan Private Wealth Advisors, an estimated $61M sold.

Based on aggregated 13F filings for Q3 2020.