We are live on ! Find out more
HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

260 hedge funds and large institutions have $3.87B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

19% more capital invested

Capital invested by funds: $3.25B → $3.87B (+$617M)

13% more funds holding

Funds holding: 231 → 260 (+29)

9.99% more ownership

Funds ownership: 91.02% → 101.01% (+10%)

5% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 81

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.79%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
50
Increased
85
Reduced
81
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$371M
2
JP Morgan Chase
JP Morgan Chase
New York
+$90.2M
3
Morgan Stanley
Morgan Stanley
New York
+$84.4M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$21.8M
5
CI
CX Institutional
Indiana
+$17.6M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$134M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$96.2M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$72.4M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$28.2M
5
WA
Win Advisors
Florida
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
151
Ashton Thomas Private Wealth
Arizona
$579K +$27K +885 +5%
PWM
152
Perigon Wealth Management
California
$567K +$70K +2,297 +15%
SPC
153
Sigma Planning Corp
Michigan
$563K -$775K -25,416 -59%
CWM
154
Cranbrook Wealth Management
Michigan
$541K – – –
AFO
155
Allie Family Office
Florida
$517K +$500K +16,410 New
E
156
ETFidea
New York
$509K – – –
FHC
157
First Heartland Consultants
Missouri
$506K -$3.69K -121 -0.7%
HL
158
HeadInvest LLC
Maine
$497K -$36.6K -1,200 -7%
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$496K -$2.21M -72,465 -82%
AFAS
160
Acorn Financial Advisory Services
Virginia
$484K +$2.5K +82 +0.5%
PAMG
161
Patton Albertson Miller Group
Tennessee
$482K -$51.2K -1,680 -10%
CCA
162
Clearwater Capital Advisors
Illinois
$461K – – –
Citadel Advisors
163
Citadel Advisors
Florida
$444K +$430K +14,099 New
FAT
164
First American Trust
California
$440K +$426K +13,964 New
MCM
165
MAI Capital Management
Ohio
$439K +$28.6K +939 +7%
PS
166
Principal Securities
Iowa
$410K +$397K +13,022 New
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$410K +$94.6K +3,104 +31%
CAL
168
Capital Advisors Ltd
Ohio
$408K -$21.1K -692 -5%
SF
169
Synovus Financial
Georgia
$400K – – –
Cerity Partners
170
Cerity Partners
New York
$395K +$15.7K +516 +4%
FFN
171
Focus Financial Network
Minnesota
$388K +$372K +12,213 New
MA
172
Mutual Advisors
Nebraska
$385K +$68.4K +2,244 +22%
AL
173
Aspiriant LLC
California
$379K – – –
BW
174
BIP Wealth
Georgia
$356K – – –
EH
175
Equitable Holdings
New York
$345K -$7.13K -234 -2%
5 6
7
8 9

HEFA Hedge Fund Activity: Q4 2023 in Review

260 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2023, worth a combined $3.87B — up 19% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new HEFA positions and 19 closed out — a net gain of 31 holders — while 85 added to existing stakes and 81 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $371M. The largest seller was United Capital Financial Advisors, cutting an estimated $134M.

  • 260 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2023, up from 231 in Q3 2023.
  • Funds reported $3.87B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 50 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2023 and 19 closed out, a net change of +31 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2023 was Goldman Sachs, an estimated $371M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2023.