iShares Currency Hedged MSCI EAFE ETF
HEFA
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.
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
9% more capital invested
Capital invested by funds: $1.81B → $1.98B (+$171M)
4% more funds holding
Funds holding: 160 → 167 (+7)
1.39% more ownership
Funds ownership: 82.61% → 83.99% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
39% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$26.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.9M |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$18M |
| 4 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$3.79M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$50.6M |
| 2 |
BlackRock
New York
|
-$7.24M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$7.01M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$6.21M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
176
Tower Research Capital (TRC)
New York
| – | -$74K | -2,677 | Closed |
|
|
BWM
177
Baystate Wealth Management
Boston,
Massachusetts
| – | -$29K | -1,047 | Closed |
|
|
WCG
178
Weaver Consulting Group
Huntington Beach,
California
| – | -$14K | -495 | Closed |
|
179
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$11K | -399 | Closed |
|
|
SFS
180
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$788 | -27 | -71% |
|
HEFA Hedge Fund Activity: Q4 2020 in Review
167 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2020, worth a combined $1.98B — up 9.4% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HEFA positions and 13 closed out — a net gain of 11 holders — while 41 added to existing stakes and 67 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $26.2M. The largest seller was Partners Capital Investment Group, cutting an estimated $50.6M.
- 167 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2020, up from 160 in Q3 2020.
- Funds reported $1.98B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2020, up 9.4% quarter-over-quarter.
- 24 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2020 and 13 closed out, a net change of +11 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2020 was United Capital Financial Advisors, an estimated $26.2M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2020 was Partners Capital Investment Group, an estimated $50.6M sold.
Based on aggregated 13F filings for Q4 2020.