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iShares Currency Hedged MSCI EAFE ETF
HEFA

231 hedge funds and large institutions have $3.25B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

68% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 56

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

5% more funds holding

Funds holding: 220 → 231 (+11)

1% less capital invested

Capital invested by funds: $3.29B → $3.25B (-$40.1M)

2.06% less ownership

Funds ownership: 93.08% → 91.02% (-2.1%)

Holders
231
Holders Change
+11
Holders Change %
+5%
% of All Funds
3.67%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
35
Increased
94
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$36.7M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$27.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$24.3M
4
AWC
Adamsbrown Wealth Consultants
Kansas
+$21.6M
5
WA
Win Advisors
Florida
+$15M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$44.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$14.3M
4
OCM
One Capital Management
California
-$12.4M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$9.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
176
Lion Street Advisors
Texas
$268K +$269K +8,905 New
APCM
177
Alaska Permanent Capital Management
Alaska
$257K – – –
CT
178
Colonial Trust
South Carolina
$248K +$7.9K +261 +3%
HWA
179
Heritage Wealth Advisors
Virginia
$244K – – –
DWT
180
Dorsey & Whitney Trust
South Dakota
$235K – – –
OIA
181
OneDigital Investment Advisors
Kansas
$231K +$232K +7,664 New
FT
182
Fiduciary Trust
Massachusetts
$223K +$224K +7,417 New
CBFP
183
Cedar Brook Financial Partners
Ohio
$219K +$220K +7,265 New
WWM
184
Western Wealth Management
Colorado
$218K -$19.4K -641 -8%
NA
185
NewEdge Advisors
Louisiana
$217K -$787 -26 -0.4%
CSB
186
City State Bank
Iowa
$211K – – –
MLL
187
Moody Lynn & Lieberson
Massachusetts
$211K – – –
CPIG
188
Chicago Partners Investment Group
Illinois
$208K – – –
Fidelity Investments
189
Fidelity Investments
Massachusetts
$207K +$170K +5,628 +445%
CWA
190
Centennial Wealth Advisory
Michigan
$201K -$14.9K -492 -7%
CF
191
Centaurus Financial
California
$188K +$189K +6,245 New
AssetMark Inc
192
AssetMark Inc
California
$172K +$88.6K +2,929 +105%
TIM
193
Tortoise Investment Management
New York
$143K – – –
BlackRock
194
BlackRock
New York
$141K – – –
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K – – –
Qube Research & Technologies (QRT)
196
Qube Research & Technologies (QRT)
United Kingdom
$135K -$6.56M -216,630 -98%
EWA
197
EP Wealth Advisors
California
$112K +$113K +3,732 New
WT
198
Whittier Trust
California
$104K -$272K -8,990 -72%
PPC
199
Park Place Capital
Alabama
$101K – – –
BBHC
200
Brown Brothers Harriman & Co
New York
$94.8K – – –
6 7
8
9 10

HEFA Hedge Fund Activity: Q3 2023 in Review

231 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2023, worth a combined $3.25B — down 1.2% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HEFA positions and 19 closed out — a net gain of 16 holders — while 94 added to existing stakes and 56 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $36.7M. The largest seller was United Capital Financial Advisors, cutting an estimated $44.6M.

  • 231 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2023, up from 220 in Q2 2023.
  • Funds reported $3.25B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2023, down 1.2% quarter-over-quarter.
  • 35 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2023 and 19 closed out, a net change of +16 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2023 was Goldman Sachs, an estimated $36.7M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2023 was United Capital Financial Advisors, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2023.