HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

226 hedge funds and large institutions have $2.4B invested in iShares Currency Hedged MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+26
Holders Change %
+13%
% of All Funds
4.46%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
40
Increased
65
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.45M
2
US Bancorp
US Bancorp
Minnesota
+$7.35M
3
UCFA
United Capital Financial Advisors
Texas
+$7.32M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.54M
5
Morgan Stanley
Morgan Stanley
New York
+$4.38M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$10.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.86M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$4.41M
4
Jane Street
Jane Street
New York
-$2.9M
5
FTUS
Flow Traders U.S.
New York
-$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
176
Wilbanks Smith & Thomas Asset Management
Virginia
$229K +$1.22K +40 +0.5%
Truist Financial
177
Truist Financial
North Carolina
$226K +$226K +7,383 New
DACG
178
Donor Advised Charitable Giving
California
$221K +$221K +7,235 New
PVWM
179
Point View Wealth Management
New Jersey
$220K – – –
Bank of Nova Scotia
180
Bank of Nova Scotia
Ontario, Canada
$219K -$28.1K -922 -11%
DC
181
Davenport & Co
Virginia
$214K – – –
KP
182
Keel Point
Alabama
$213K +$213K +6,973 New
TP
183
Tranquility Partners
Tennessee
$211K -$58.3K -1,908 -22%
MSA
184
Marino Stram & Associates
Massachusetts
$206K -$25.9K -848 -11%
BCI
185
Brinker Capital Investments
Pennsylvania
$206K – – –
SC
186
Savant Capital
Illinois
$204K +$204K +6,682 New
PR
187
Payden & Rygel
California
$201K – – –
Fidelity Investments
188
Fidelity Investments
Massachusetts
$197K +$31.7K +1,038 +19%
TFO
189
Tarbox Family Office
California
$171K – – –
TIM
190
Tortoise Investment Management
New York
$145K – – –
CCM
191
Covington Capital Management
California
$119K – – –
IWA
192
Intercontinental Wealth Advisors
Texas
$111K – – –
AP
193
Arlington Partners
Alabama
$108K – – –
CFA
194
Carroll Financial Associates
North Carolina
$107K – – –
CAAS
195
Capital Asset Advisory Services
Michigan
$94K +$94K +3,001 New
AWM
196
Avior Wealth Management
Nebraska
$72K +$2.25K +74 +3%
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.6K +$22K +722 +46%
TRCT
198
Tower Research Capital (TRC)
New York
$66K -$4.01K -131 -6%
FANJ
199
Financial Architects (New Jersey)
New Jersey
$66K +$1.43K +47 +2%
BFEC
200
Benjamin F. Edwards & Company
Missouri
$62K +$62K +2,037 New
6 7
8
9 10