HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

167 hedge funds and large institutions have $1.98B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+7
Holders Change %
+4.38%
% of All Funds
2.96%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
24
Increased
41
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$27.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27M
3
CCM
Coldstream Capital Management
Washington
+$18.8M
4
AWE
Avidian Wealth Enterprises
Texas
+$3.96M
5
Ameriprise
Ameriprise
Minnesota
+$3.89M

Top Sellers

1
PCIG
Partners Capital Investment Group
Massachusetts
-$52.9M
2
BlackRock
BlackRock
New York
-$7.57M
3
US Bancorp
US Bancorp
Minnesota
-$7.32M
4
Northern Trust
Northern Trust
Illinois
-$6.48M
5
Wells Fargo
Wells Fargo
California
-$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
– -$74K -2,677 Closed
BWM
177
Baystate Wealth Management
Massachusetts
– -$29K -1,047 Closed
WCG
178
Weaver Consulting Group
California
– -$14K -495 Closed
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
– -$11K -399 Closed
4 5 6 7
8