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iShares Currency Hedged MSCI EAFE ETF
HEFA

167 hedge funds and large institutions have $1.98B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

9% more capital invested

Capital invested by funds: $1.81B → $1.98B (+$171M)

4% more funds holding

Funds holding: 160 → 167 (+7)

1.39% more ownership

Funds ownership: 82.61% → 83.99% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 67

Holders
167
Holders Change
+7
Holders Change %
+4.38%
% of All Funds
2.96%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
24
Increased
41
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$26.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.9M
3
CCM
Coldstream Capital Management
Washington
+$18M
4
AWE
Avidian Wealth Enterprises
Texas
+$3.79M
5
Ameriprise
Ameriprise
Minnesota
+$3.73M

Top Sellers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
-$50.6M
2
BlackRock
BlackRock
New York
-$7.24M
3
US Bancorp
US Bancorp
Minnesota
-$7.01M
4
Northern Trust
Northern Trust
Illinois
-$6.21M
5
Wells Fargo
Wells Fargo
California
-$5.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
151
Avior Wealth Management
Nebraska
$30K +$1.02K +35 +4%
Bessemer Group
152
Bessemer Group
New Jersey
$26K – – –
DWMG
153
DB Wealth Management Group
California
$22K +$21.2K +726 New
SPIA
154
Steward Partners Investment Advisory
New York
$19K – – –
MRCM
155
M&R Capital Management
New Jersey
$18K – – –
RG
156
Retirement Group
California
$18K – – –
IA
157
IFP Advisors
Florida
$14K -$39.6K -1,356 -77%
RCA
158
Ranch Capital Advisors
Florida
$14K – – –
Fidelity Investments
159
Fidelity Investments
Massachusetts
$9K -$30.6K -1,050 -78%
WB
160
Webster Bank
Connecticut
$8K – – –
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$8K +$7.91K +271 New
IRC
162
Investors Research Corp
Georgia
$5K – – –
LWM
163
Liberty Wealth Management
California
$5K – – –
SIS
164
Sound Income Strategies
Florida
$3K – – –
RCM
165
Rain Capital Management
Oregon
$1K -$394K -13,489 -100%
FRA
166
Front Row Advisors
California
$1K – – –
GTAM
167
Global Trust Asset Management
Florida
$1K +$58 +2 +4%
TAMH
168
Taikang Asset Management (HK)
Hong Kong
– -$3.24M -117,698 Closed
WAS
169
Wealth Advisory Solutions
Indiana
– -$3M -108,837 Closed
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
– -$532K -19,310 Closed
DT
171
Diversified Trust
Tennessee
– -$494K -17,950 Closed
SBL
172
Sargent Bickham Lagudis
Colorado
– -$335K -12,165 Closed
CG
173
Colony Group
Massachusetts
– -$289K -10,510 Closed
CA
174
Cetera Advisors
Colorado
– -$230K -8,347 Closed
CHAM
175
Clear Harbor Asset Management
Connecticut
– -$92.9K -3,375 Closed
4 5 6
7
8

HEFA Hedge Fund Activity: Q4 2020 in Review

167 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2020, worth a combined $1.98B — up 9.4% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HEFA positions and 13 closed out — a net gain of 11 holders — while 41 added to existing stakes and 67 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $26.2M. The largest seller was Partners Capital Investment Group, cutting an estimated $50.6M.

  • 167 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2020, up from 160 in Q3 2020.
  • Funds reported $1.98B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2020, up 9.4% quarter-over-quarter.
  • 24 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2020 and 13 closed out, a net change of +11 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2020 was United Capital Financial Advisors, an estimated $26.2M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2020 was Partners Capital Investment Group, an estimated $50.6M sold.

Based on aggregated 13F filings for Q4 2020.