HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

176 hedge funds and large institutions have $2.45B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+6
Holders Change %
+3.53%
% of All Funds
3.07%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
21
Increased
51
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$220M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.01B
3
CCM
3
Coldstream Capital Management
Washington
$117M
4
UCFA
4
United Capital Financial Advisors
Texas
$199M
5
TIM
5
Total Investment Management
Arizona
$14.5M

Top Sellers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$88.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$56.4M
3
CC
3
Cypress Capital
Tennessee
$0
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$30.3M
5
FMT
5
First Mercantile Trust
Tennessee
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
151
Strategic Blueprint
Georgia
$39K +$39K +1,131 New
LAS
152
Lloyd Advisory Services
Georgia
$36K +$36K +1,045 New
CP
153
Castleview Partners
Texas
$36K +$36K +1,052 New
HI
154
Harbour Investments
Wisconsin
$34K +$27.3K +800 +410%
MAM
155
Meeder Asset Management
Ohio
$33K +$33K +940 New
AWM
156
Avior Wealth Management
Nebraska
$32K -$375 -11 -1%
LWP
157
Lumature Wealth Partners
Georgia
$30K -$20.2K -589 -40%
Bessemer Group
158
Bessemer Group
New Jersey
$29K – – –
BWM
159
Baystate Wealth Management
Massachusetts
$26K – – –
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$25K +$21.8K +625 +679%
IA
161
IFP Advisors
Florida
$23K +$8.56K +244 +59%
DWMG
162
DB Wealth Management Group
California
$22K -$2.84K -83 -11%
RG
163
Retirement Group
California
$21K – – –
TRCT
164
Tower Research Capital (TRC)
New York
$17K +$17K +500 New
RCA
165
Ranch Capital Advisors
Florida
$16K – – –
Fidelity Investments
166
Fidelity Investments
Massachusetts
$15K -$485 -14 -3%
SPIA
167
Steward Partners Investment Advisory
New York
$14K -$6.71K -198 -32%
HFS
168
Hantz Financial Services
Michigan
$12K +$12K +351 New
CAAS
169
Capital Asset Advisory Services
Michigan
$7K +$7K +216 New
IRC
170
Investors Research Corp
Georgia
$6K – – –
PWP
171
Personal Wealth Partners
Minnesota
$4K +$4K +106 New
AF
172
Advisornet Financial
Minnesota
$3K – – –
EWM
173
Elmwood Wealth Management
California
$2K – – –
MA
174
MBA Advisors
Pennsylvania
$1.71K +$1.08K +31,241 +173%
FRA
175
Front Row Advisors
California
$1K – – –
4 5 6
7
8