HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

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
Holders
200
Holders Change
+21
Holders Change %
+11.73%
% of All Funds
3.09%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
31
Increased
72
Reduced
52
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$153M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.12B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$277M
4
UCFA
4
United Capital Financial Advisors
Texas
$254M
5
OAM
5
Oppenheimer Asset Management
New York
$22.3M

Top Sellers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$76.5M
2
CI
2
CX Institutional
Indiana
$6.47M
3
Northern Trust
3
Northern Trust
Illinois
$26.7M
4
US Bancorp
4
US Bancorp
Minnesota
$45.1M
5
C
5
Certuity
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$40K +$14.4K +402 +56%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$37K +$37K +1,055 New
SCA
178
Snowden Capital Advisors
New York
$34K +$34K +969 New
AF
179
Advisornet Financial
Minnesota
$33K – – –
MAM
180
Meeder Asset Management
Ohio
$33K – – –
AWM
181
Avior Wealth Management
Nebraska
$33K +$492 +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 +$28K +800 New
BWM
185
Baystate Wealth Management
Massachusetts
$27K +$215 +6 +0.8%
IA
186
IFP Advisors
Florida
$24K +$215 +6 +0.9%
AWA
187
Amplius Wealth Advisors
Pennsylvania
$22K +$22K +649 New
GRP
188
Global Retirement Partners
California
$17K -$58.7K -1,650 -78%
GWM
189
Guardian Wealth Management
Illinois
$17K +$17K +479 New
SPIA
190
Steward Partners Investment Advisory
New York
$15K – – –
BWL
191
Bogart Wealth LLC
Virginia
$12K +$12K +338 New
IRC
192
Investors Research Corp
Georgia
$6K – – –
SFM
193
Signet Financial Management
New Jersey
$6K +$6K +181 New
HI
194
Harbour Investments
Wisconsin
$4K -$28.1K -800 -88%
EWM
195
Elmwood Wealth Management
California
$2K +$2K +53 New
EVM
196
Eaton Vance Management
Massachusetts
$1K – – –
FRA
197
Front Row Advisors
California
$1K – – –
FHC
198
First Heartland Consultants
Missouri
$692 +$78 +2,217 +13%
BBHC
199
Brown Brothers Harriman & Co
New York
$56 – – –
C
200
Certuity
Florida
– -$1.51M -43,760 Closed
5 6 7
8
9