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iShares Currency Hedged MSCI EAFE ETF
HEFA

200 hedge funds and large institutions have $2.83B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 52

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

12% more capital invested

Capital invested by funds: $2.53B → $2.83B (+$298M)

12% more funds holding

Funds holding: 179 → 200 (+21)

1.19% more ownership

Funds ownership: 84.75% → 85.94% (+1.2%)

Holders
200
Holders Change
+21
Holders Change %
+11.73%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
31
Increased
72
Reduced
52
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Coldstream Capital Management
Washington
+$67.5M
2
Goldman Sachs
Goldman Sachs
New York
+$47.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.7M
4
UCFA
United Capital Financial Advisors
Texas
+$27.3M
5
OAM
Oppenheimer Asset Management
New York
+$18.6M

Top Sellers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
-$48.9M
2
CI
CX Institutional
Indiana
-$3.67M
3
Northern Trust
Northern Trust
Illinois
-$3.09M
4
US Bancorp
US Bancorp
Minnesota
-$1.55M
5
C
Certuity
Florida
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$40K +$14.2K +402 +56%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$37K +$37.3K +1,055 New
SCA
178
Snowden Capital Advisors
New York
$34K +$34.2K +969 New
AF
179
Advisornet Financial
Minnesota
$33K – – –
MAM
180
Meeder Asset Management
Ohio
$33K – – –
AWM
181
Avior Wealth Management
Nebraska
$33K +$494 +14 +2%
LWP
182
Lumature Wealth Partners
Georgia
$31K – – –
HFS
183
Hantz Financial Services
Michigan
$28K +$15.6K +442 +126%
BBPWM
184
Blue Bell Private Wealth Management
Pennsylvania
$28K +$28.2K +800 New
BWM
185
Baystate Wealth Management
Massachusetts
$27K +$212 +6 +0.8%
IA
186
IFP Advisors
Florida
$24K +$212 +6 +0.9%
AWA
187
Amplius Wealth Advisors
Pennsylvania
$22K +$22.9K +649 New
GRP
188
Global Retirement Partners
California
$17K -$58.3K -1,650 -78%
GWMI
189
Guardian Wealth Management (Illinois)
Illinois
$17K +$16.9K +479 New
SPIA
190
Steward Partners Investment Advisory
New York
$15K – – –
BWL
191
Bogart Wealth LLC
Virginia
$12K +$11.9K +338 New
IRC
192
Investors Research Corp
Georgia
$6K – – –
SFM
193
Signet Financial Management
New Jersey
$6K +$6.39K +181 New
HI
194
Harbour Investments
Wisconsin
$4K -$28.2K -800 -88%
EWM
195
Elmwood Wealth Management
California
$2K +$1.87K +53 New
EVM
196
Eaton Vance Management
Massachusetts
$1K – – –
FRA
197
Front Row Advisors
California
$1K – – –
FHC
198
First Heartland Consultants
Missouri
$692 +$78.3K +2,217 +13%
BBHC
199
Brown Brothers Harriman & Co
New York
$56 – – –
C
200
Certuity
Florida
– -$1.5M -43,760 Closed
5 6 7
8
9

HEFA Hedge Fund Activity: Q4 2021 in Review

200 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2021, worth a combined $2.83B — up 12% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HEFA positions and 7 closed out — a net gain of 24 holders — while 72 added to existing stakes and 52 trimmed.

The largest buyer was Coldstream Capital Management, adding an estimated $67.5M. The largest seller was Partners Capital Investment Group, cutting an estimated $48.9M.

  • 200 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2021, up from 179 in Q3 2021.
  • Funds reported $2.83B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 31 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2021 and 7 closed out, a net change of +24 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2021 was Coldstream Capital Management, an estimated $67.5M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2021 was Partners Capital Investment Group, an estimated $48.9M sold.

Based on aggregated 13F filings for Q4 2021.