We are live on ! Find out more
HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

260 hedge funds and large institutions have $3.87B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

19% more capital invested

Capital invested by funds: $3.25B → $3.87B (+$617M)

13% more funds holding

Funds holding: 231 → 260 (+29)

9.99% more ownership

Funds ownership: 91.02% → 101.01% (+10%)

5% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 81

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.79%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
50
Increased
85
Reduced
81
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$371M
2
JP Morgan Chase
JP Morgan Chase
New York
+$90.2M
3
Morgan Stanley
Morgan Stanley
New York
+$84.4M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$21.8M
5
CI
CX Institutional
Indiana
+$17.6M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$134M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$96.2M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$72.4M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$28.2M
5
WA
Win Advisors
Florida
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
176
Two Sigma Securities
New York
$345K +$334K +10,955 New
CTA
177
Colonial Trust Advisors
South Carolina
$339K -$14.6K -479 -4%
IAS
178
Insigneo Advisory Services
Florida
$335K +$3.69K +121 +1%
Creative Planning
179
Creative Planning
Kansas
$334K -$7.83K -257 -2%
CCWA
180
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$327K – – –
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$322K -$7.01K -230 -2%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$309K -$2.13K -70 -0.7%
MWM
183
Mission Wealth Management
California
$308K +$298K +9,787 New
LPAM
184
Lodestar Private Asset Management
California
$304K +$11.6K +380 +4%
CFP
185
Cypress Financial Planning
New Jersey
$302K -$53.6K -1,760 -15%
ACM
186
Advisors Capital Management
New Jersey
$300K +$290K +9,508 New
GT
187
Glenmede Trust
Pennsylvania
$298K -$19.8K -650 -6%
HCMT
188
Highland Capital Management (Tennessee)
Tennessee
$288K – – –
LSA
189
Lion Street Advisors
Texas
$281K – – –
GT
190
Glenview Trust
Kentucky
$275K -$12.2K -400 -4%
Luther King Capital Management (LKCM)
191
Luther King Capital Management (LKCM)
Texas
$268K – – –
CIA
192
Compass Ion Advisors
Pennsylvania
$265K -$426K -13,986 -62%
AWA
193
Arkadios Wealth Advisors
Georgia
$264K +$255K +8,368 New
LWL
194
Leo Wealth LLC
Texas
$261K +$252K +8,271 New
NCFG
195
New Century Financial Group
New Jersey
$255K +$247K +8,107 New
HWA
196
Heritage Wealth Advisors
Virginia
$255K – – –
DWT
197
Dorsey & Whitney Trust
South Dakota
$246K – – –
OIA
198
OneDigital Investment Advisors
Kansas
$242K +$945 +31 +0.4%
CWA
199
Centennial Wealth Advisory
Michigan
$236K +$25.2K +827 +12%
WWM
200
Western Wealth Management
Colorado
$235K +$6.13K +201 +3%
6 7
8
9 10

HEFA Hedge Fund Activity: Q4 2023 in Review

260 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2023, worth a combined $3.87B — up 19% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new HEFA positions and 19 closed out — a net gain of 31 holders — while 85 added to existing stakes and 81 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $371M. The largest seller was United Capital Financial Advisors, cutting an estimated $134M.

  • 260 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2023, up from 231 in Q3 2023.
  • Funds reported $3.87B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 50 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2023 and 19 closed out, a net change of +31 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2023 was Goldman Sachs, an estimated $371M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2023.