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iShares Currency Hedged MSCI EAFE ETF
HEFA

232 hedge funds and large institutions have $3.12B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

16% more funds holding

Funds holding: 200 → 232 (+32)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

3% more capital invested

Capital invested by funds: $3.02B → $3.12B (+$103M)

0.45% more ownership

Funds ownership: 88.55% → 88.99% (+0.45%)

23% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 75

Holders
232
Holders Change
+32
Holders Change %
+16%
% of All Funds
3.91%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.27%
New
49
Increased
58
Reduced
75
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$125M
2
JPG
Jordan Park Group
California
+$83M
3
JP Morgan Chase
JP Morgan Chase
New York
+$74M
4
MMA
Miracle Mile Advisors
California
+$70.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.8M

Top Sellers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
-$120M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$35.1M
3
Ameriprise
Ameriprise
Minnesota
-$16M
4
CI
CX Institutional
Indiana
-$15.3M
5
QFA
Quattro Financial Advisors
Texas
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
151
Sigma Planning Corp
Michigan
$385K +$401K +12,099 New
AL
152
Aspiriant LLC
California
$384K – – –
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$380K +$3.31K +100 +0.8%
CCWA
154
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$374K -$77.3K -2,334 -17%
GIA
155
Gladstone Institutional Advisory
Florida
$373K -$10.4K -315 -3%
MIAN
156
Mariner Independent Advisor Network
Kansas
$367K -$15.7K -474 -4%
SC
157
SouthState Corp
Florida
$351K -$77.6K -2,343 -18%
AFAS
158
Acorn Financial Advisory Services
Virginia
$348K +$362K +10,933 New
IA
159
IFP Advisors
Florida
$325K – – –
GT
160
Glenmede Trust
Pennsylvania
$321K – – –
EH
161
Equitable Holdings
New York
$307K +$45.5K +1,372 +17%
HCMT
162
Highland Capital Management (Tennessee)
Tennessee
$291K – – –
WPC
163
White Pine Capital
Minnesota
$291K +$4.94K +149 +2%
KPW
164
Kore Private Wealth
New York
$287K – – –
HI
165
Harbour Investments
Wisconsin
$287K +$299K +9,035 New
WS
166
Wedbush Securities
California
$282K +$294K +8,874 New
F
167
F3Logic
Minnesota
$278K +$290K +8,737 New
RFN
168
RDA Financial Network
Iowa
$273K -$31.2K -943 -10%
RFN
169
Redwood Financial Network
Ohio
$261K +$272K +8,208 New
IAA
170
Independent Advisor Alliance
North Carolina
$260K -$37.4K -1,130 -12%
CSB
171
City State Bank
Iowa
$259K -$19.9K -600 -7%
HWA
172
Heritage Wealth Advisors
Virginia
$258K – – –
DWT
173
Dorsey & Whitney Trust
South Dakota
$249K – – –
CRCM
174
Corbett Road Capital Management
Virginia
$241K -$46.7K -1,408 -16%
EAM
175
Empirical Asset Management
Massachusetts
$238K +$248K +7,479 New
5 6
7
8 9

HEFA Hedge Fund Activity: Q2 2022 in Review

232 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2022, worth a combined $3.12B — up 3.4% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new HEFA positions and 16 closed out — a net gain of 33 holders — while 58 added to existing stakes and 75 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $125M. The largest seller was Aaron Wealth Advisors, cutting an estimated $120M.

  • 232 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2022, up from 200 in Q1 2022.
  • Funds reported $3.12B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2022, up 3.4% quarter-over-quarter.
  • 49 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2022 and 16 closed out, a net change of +33 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2022 was RiverFront Investment Group, an estimated $125M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2022.