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iShares Currency Hedged MSCI EAFE ETF
HEFA

200 hedge funds and large institutions have $2.83B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 52

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

12% more capital invested

Capital invested by funds: $2.53B → $2.83B (+$298M)

12% more funds holding

Funds holding: 179 → 200 (+21)

1.19% more ownership

Funds ownership: 84.75% → 85.94% (+1.2%)

Holders
200
Holders Change
+21
Holders Change %
+11.73%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
31
Increased
72
Reduced
52
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Coldstream Capital Management
Washington
+$67.5M
2
Goldman Sachs
Goldman Sachs
New York
+$47.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.7M
4
UCFA
United Capital Financial Advisors
Texas
+$27.3M
5
OAM
Oppenheimer Asset Management
New York
+$18.6M

Top Sellers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
-$48.9M
2
CI
CX Institutional
Indiana
-$3.67M
3
Northern Trust
Northern Trust
Illinois
-$3.09M
4
US Bancorp
US Bancorp
Minnesota
-$1.55M
5
C
Certuity
Florida
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
151
PAX Financial Group
Texas
$253K +$34.5K +978 +16%
Stifel Financial
152
Stifel Financial
Missouri
$250K +$250K +7,070 New
EH
153
Equitable Holdings
New York
$242K – – –
Citadel Advisors
154
Citadel Advisors
Florida
$240K -$215K -6,083 -47%
RFA
155
RTD Financial Advisors
Pennsylvania
$240K +$239K +6,780 New
B
156
Brightworth
Georgia
$234K – – –
ASN
157
Advisory Services Network
Georgia
$213K – – –
IWM
158
IHT Wealth Management
Illinois
$210K – – –
SIA
159
SkyView Investment Advisors
New Jersey
$209K – – –
EWM
160
Endowment Wealth Management
Wisconsin
$201K +$201K +5,690 New
TFO
161
Tarbox Family Office
California
$197K – – –
SW
162
SVB Wealth
Massachusetts
$169K – – –
TIM
163
Tortoise Investment Management
New York
$168K – – –
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$163K – – –
FFA
165
Founders Financial Alliance
North Carolina
$155K -$2.79K -79 -2%
CCM
166
Covington Capital Management
California
$138K – – –
APA
167
American Portfolios Advisors
New York
$133K -$235K -6,665 -64%
SAM
168
Strategic Asset Management
Minnesota
$130K -$2.9K -82 -2%
NSIM
169
North Star Investment Management
Illinois
$121K +$2.01K +57 +2%
ACK
170
Andrew C. Karlinski
$105K +$105K +2,977 New
S
171
SignatureFD
Georgia
$98K – – –
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$65K – – –
Fidelity Investments
173
Fidelity Investments
Massachusetts
$57K +$23.1K +654 +67%
Bessemer Group
174
Bessemer Group
New Jersey
$56K – – –
SCA
175
Stonebridge Capital Advisors
Minnesota
$40K – – –
5 6
7
8 9

HEFA Hedge Fund Activity: Q4 2021 in Review

200 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2021, worth a combined $2.83B — up 12% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HEFA positions and 7 closed out — a net gain of 24 holders — while 72 added to existing stakes and 52 trimmed.

The largest buyer was Coldstream Capital Management, adding an estimated $67.5M. The largest seller was Partners Capital Investment Group, cutting an estimated $48.9M.

  • 200 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2021, up from 179 in Q3 2021.
  • Funds reported $2.83B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 31 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2021 and 7 closed out, a net change of +24 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2021 was Coldstream Capital Management, an estimated $67.5M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2021 was Partners Capital Investment Group, an estimated $48.9M sold.

Based on aggregated 13F filings for Q4 2021.