iShares Currency Hedged MSCI EAFE ETF
HEFA
4 hedge funds and large institutions have $1.79M invested in iShares Currency Hedged MSCI EAFE ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
124% more capital invested
Capital invested by funds: $800K → $1.79M (+$990K)
100% more funds holding
Funds holding: 2 → 4 (+2)
56.89% more ownership
Funds ownership: 13.08% → 69.96% (+57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.61M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$83.8K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$5.05K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
-$736K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.63M | +$1.61M | +63,843 | New |
|
|
2
Ameriprise
Minneapolis,
Minnesota
| $85K | +$83.8K | +3,320 | New |
|
3
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $66K | – | – | – |
|
|
MFS
4
MSI Financial Services
Springfield,
Massachusetts
| $5K | +$5.05K | +200 | New |
|
|
GAM
5
Gemmer Asset Management
Walnut Creek,
California
| – | -$736K | -10,476 | Closed |
|
HEFA Hedge Fund Activity: Q2 2014 in Review
4 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2014, worth a combined $1.79M — up 124% from $800K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HEFA positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.61M. The largest seller was Gemmer Asset Management, exiting entirely with an estimated $736K sold.
- 4 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2014, up from 2 in Q1 2014.
- Funds reported $1.79M of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2014, up 124% quarter-over-quarter.
- 3 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2014 and 1 closed out, a net change of +2 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2014 was Susquehanna International Group, an estimated $1.61M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2014 was Gemmer Asset Management, an estimated $736K sold.
Based on aggregated 13F filings for Q2 2014.