HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

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
Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.81%
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

1
Goldman Sachs
Goldman Sachs
New York
+$383M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$93.2M
3
Morgan Stanley
Morgan Stanley
New York
+$87.3M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$22.5M
5
CI
CX Institutional
Indiana
+$18.2M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$138M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$99.5M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$74.8M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$28.2M
5
WA
Win Advisors
Florida
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
201
Colonial Trust
South Carolina
$234K -$25.3K -804 -10%
FT
202
Fiduciary Trust
Massachusetts
$234K – – –
CBFP
203
Cedar Brook Financial Partners
Ohio
$233K +$3.01K +95 +1%
CPIG
204
Chicago Partners Investment Group
Illinois
$232K +$2.87K +90 +1%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$225K +$7.82K +248 +4%
NA
206
NewEdge Advisors
Louisiana
$222K -$4.7K -149 -2%
CSB
207
City State Bank
Iowa
$221K – – –
FIA
208
Foundations Investment Advisors
Arizona
$216K +$216K +6,669 New
TFS
209
Thoroughbred Financial Services
Tennessee
$213K +$213K +6,776 New
Truist Financial
210
Truist Financial
North Carolina
$212K +$212K +6,734 New
CF
211
Centaurus Financial
California
$211K +$14K +445 +7%
CICC
212
Capital Investment Counsel (Colorado)
Colorado
$210K +$210K +6,661 New
PMG
213
ProVise Management Group
Florida
$202K +$202K +6,400 New
FAM
214
Family Asset Management
South Carolina
$187K -$282K -8,959 -60%
WIA
215
Wetzel Investment Advisors
Indiana
$163K +$163K +5,183 New
TIM
216
Tortoise Investment Management
New York
$150K – – –
BlackRock
217
BlackRock
New York
$148K – – –
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K – – –
ASN
219
Advisory Services Network
Georgia
$146K +$146K +4,620 New
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
$134K -$7.66K -243 -5%
EWA
221
EP Wealth Advisors
California
$123K +$5.89K +187 +5%
WT
222
Whittier Trust
California
$109K – – –
PPC
223
Park Place Capital
Alabama
$106K – – –
BBHC
224
Brown Brothers Harriman & Co
New York
$99.3K – – –
GI
225
Gradient Investments
Minnesota
$94.3K +$2.36K +75 +3%
7 8
9
10 11