iShares Currency Hedged MSCI EAFE ETF
HEFA
186 hedge funds and large institutions have $2.84B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 44 reducing their positions, and 14 closing their positions.
200% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 14
82% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 44
46% more funds holding in top 10
Funds holding in top 10: 13 → 19 (+6)
23% more capital invested
Capital invested by funds: $2.31B → $2.84B (+$527M)
15% more funds holding
Funds holding: 162 → 186 (+24)
1.32% more ownership
Funds ownership: 72.42% → 73.75% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$54.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$51.6M |
| 3 |
Goldman Sachs
New York
|
+$40.8M |
| 4 |
Morgan Stanley
New York
|
+$31.2M |
| 5 |
SCP
Syntal Capital Partners
Midland,
Texas
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$26.4M |
| 2 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$12.3M |
| 3 |
MI
Mercer Investments
Boston,
Massachusetts
|
-$11.1M |
| 4 |
IDBONY
Israel Discount Bank of New York
New York
|
-$6.19M |
| 5 |
Jane Street
New York
|
-$4.89M |
HEFA Hedge Fund Activity: Q1 2017 in Review
186 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2017, worth a combined $2.84B — up 23% from $2.31B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new HEFA positions and 14 closed out — a net gain of 28 holders — while 80 added to existing stakes and 44 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $54.8M. The largest seller was Bank of America, cutting an estimated $26.4M.
- 186 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2017, up from 162 in Q4 2016.
- Funds reported $2.84B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2017, up 23% quarter-over-quarter.
- 42 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2017 and 14 closed out, a net change of +28 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2017 was Bank of New York Mellon, an estimated $54.8M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2017 was Bank of America, an estimated $26.4M sold.
Based on aggregated 13F filings for Q1 2017.