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iShares Currency Hedged MSCI EAFE ETF
HEFA

220 hedge funds and large institutions have $3.29B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

13% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 68

13% more capital invested

Capital invested by funds: $2.92B → $3.29B (+$373M)

2.58% more ownership

Funds ownership: 90.49% → 93.08% (+2.6%)

2% more funds holding

Funds holding: 215 → 220 (+5)

Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
3.45%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
28
Increased
77
Reduced
68
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
+$55M
2
CCM
Coldstream Capital Management
Washington
+$23.6M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$17.8M
4
Morgan Stanley
Morgan Stanley
New York
+$15.4M
5
UCFA
United Capital Financial Advisors
Texas
+$14.6M

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$17.4M
2
WBG
Wharton Business Group
Pennsylvania
-$14.2M
3
AT
American Trust
Kentucky
-$5.76M
4
KAH
Kathryn A. Hall
-$4.75M
5
US Bancorp
US Bancorp
Minnesota
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
151
Apollon Wealth Management
South Carolina
$354K +$346K +11,434 New
BW
152
BIP Wealth
Georgia
$350K +$342K +11,300 New
PWM
153
Perigon Wealth Management
California
$347K +$339K +11,202 New
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$342K -$839K -27,725 -72%
IAS
155
Insigneo Advisory Services
Florida
$324K +$317K +10,460 New
CCWA
156
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$321K – – –
Baird Financial Group
157
Baird Financial Group
Wisconsin
$314K -$502K -16,569 -62%
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$306K -$5.75K -190 -2%
AF
159
Advisornet Financial
Minnesota
$305K +$201K +6,630 +207%
GT
160
Glenview Trust
Kentucky
$298K +$291K +9,627 New
GT
161
Glenmede Trust
Pennsylvania
$298K – – –
GM
162
GeoWealth Management
Illinois
$285K -$18.5K -612 -6%
SFA
163
Source Financial Advisors
New York
$285K – – –
HCMT
164
Highland Capital Management (Tennessee)
Tennessee
$283K – – –
LPAM
165
Lodestar Private Asset Management
California
$279K – – –
APCM
166
Alaska Permanent Capital Management
Alaska
$264K +$258K +8,530 New
LB
167
Leo Brokerage
Texas
$256K -$23K -760 -8%
HWA
168
Heritage Wealth Advisors
Virginia
$251K – – –
CT
169
Colonial Trust
South Carolina
$247K – – –
WWM
170
Western Wealth Management
Colorado
$244K +$16.3K +538 +7%
Creative Planning
171
Creative Planning
Kansas
$243K +$22.6K +745 +10%
DWT
172
Dorsey & Whitney Trust
South Dakota
$242K – – –
SW
173
SVB Wealth
Massachusetts
$234K – – –
MA
174
Mutual Advisors
Nebraska
$226K +$221K +7,304 New
NA
175
NewEdge Advisors
Louisiana
$224K -$575 -19 -0.3%
5 6
7
8 9

HEFA Hedge Fund Activity: Q2 2023 in Review

220 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2023, worth a combined $3.29B — up 13% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HEFA positions and 22 closed out — a net gain of 6 holders — while 77 added to existing stakes and 68 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $55M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $17.4M.

  • 220 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2023, up from 215 in Q1 2023.
  • Funds reported $3.29B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 28 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2023 and 22 closed out, a net change of +6 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2023 was Partners Capital Investment Group, an estimated $55M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2023.