HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

391 hedge funds and large institutions have $4.94B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 183 reducing their positions, and 120 closing their positions.

Holders
391
Holders Change
-69
Holders Change %
-15%
% of All Funds
5.66%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
53
Increased
105
Reduced
183
Closed
120
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$64.6M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$174M
3
FTUS
3
Flow Traders U.S.
New York
$23.5M
4
OMC
4
Old Mission Capital
Illinois
$11M
5
Mariner
5
Mariner
Kansas
$16.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$259M
2
DWM
2
Dynasty Wealth Management
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$189M
4
LPL Financial
4
LPL Financial
California
$96.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
151
Ashton Thomas Private Wealth
Arizona
$1.27M -$27.7K -781 -2%
P
152
&Partners
Tennessee
$1.26M +$1.26M +35,550 New
IWA
153
Icon Wealth Advisors
Texas
$1.25M -$4.68M -132,108 -79%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$1.22M -$14.9K -421 -1%
TWM
155
Trinity Wealth Management
Pennsylvania
$1.19M +$20.4K +576 +2%
Creative Planning
156
Creative Planning
Kansas
$1.14M -$37.7K -1,063 -3%
LA
157
LexAurum Advisors
Kansas
$1.1M -$191K -5,403 -15%
BMCM
158
Burns Matteson Capital Management
New York
$1.08M +$258K +7,273 +31%
TPA
159
Trivium Point Advisory
Connecticut
$1.06M +$1.06M +30,557 New
SMA
160
Sage Mountain Advisors
Georgia
$1.05M – – –
BFS
161
Burkett Financial Services
South Carolina
$1.04M -$10.5K -297 -1%
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$1.03M +$673 +19 +0.1%
VA
163
Valmark Advisers
Ohio
$1.03M -$1.35K -38 -0.1%
DCM
164
Dimension Capital Management
Florida
$1.02M -$199K -5,630 -16%
CF
165
Centaurus Financial
California
$1.02M +$287K +8,105 +39%
FA
166
Flagstar Advisors
New York
$1M +$184K +5,199 +22%
PFG
167
PAX Financial Group
Texas
$1,000K -$2.47M -69,767 -71%
CC
168
Copperleaf Capital
North Carolina
$986K -$22.6K -639 -2%
KSWA
169
Kathleen S. Wright Associates
Pennsylvania
$973K +$13.4K +378 +1%
PWM
170
Perigon Wealth Management
California
$972K -$1.93M -54,351 -66%
WWG
171
West Wealth Group
California
$967K +$107K +3,013 +12%
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$884K -$391K -11,028 -31%
AWM
173
AE Wealth Management
Kansas
$882K -$20.1M -566,917 -96%
CWM
174
Cedar Wealth Management
California
$879K – – –
SIAS
175
Summit Investment Advisory Services
Minnesota
$863K +$863K +24,370 New
5 6
7
8 9