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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
GI
201
Gradient Investments
Minnesota
$87.8K +$54.8K +1,812 +164%
GWM
202
Geneos Wealth Management
Colorado
$60.5K – – –
FFA
203
Founders Financial Alliance
North Carolina
$47.5K – – –
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$44K – – –
AWM
205
Avior Wealth Management
Nebraska
$41.8K +$42.1K +1,390 New
BTI
206
Blue Trust Inc
Georgia
$39K – – –
FPB
207
First PREMIER Bank
South Dakota
$39K +$38.8K +1,283 New
NS
208
NBC Securities
Alabama
$38K +$39K +1,290 New
PA
209
Parallel Advisors
California
$35.5K +$30K +992 +528%
SPIA
210
Steward Partners Investment Advisory
New York
$33.4K -$6.96K -230 -17%
AF
211
Allworth Financial
California
$31.3K -$7.26K -240 -19%
BHWM
212
Beaird Harris Wealth Management
Texas
$27.8K – – –
BSB
213
Bangor Savings Bank
Maine
$26.2K – – –
Bessemer Group
214
Bessemer Group
New Jersey
$26K – – –
BWM
215
Baystate Wealth Management
Massachusetts
$25.5K -$9.96K -329 -28%
IA
216
IFP Advisors
Florida
$22.5K -$16.4K -541 -42%
CAL
217
Capital Analysts LLC
Pennsylvania
$18K -$16.7K -553 -48%
TRCT
218
Tower Research Capital (TRC)
New York
$17.8K +$17.2K +570 +2,591%
BWL
219
Bogart Wealth LLC
Virginia
$10.2K – – –
PP
220
PFS Partners
New Jersey
$7.91K +$151 +5 +2%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$7K +$484 +16 +8%
GWSG
222
GPS Wealth Strategies Group
Colorado
$6.02K – – –
HWP
223
Hibernia Wealth Partners
Louisiana
$5.84K +$5.87K +194 New
IRC
224
Investors Research Corp
Georgia
$5.12K – – –
S
225
SignatureFD
Georgia
$4.21K +$4.24K +140 New
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.