iShares Currency Hedged MSCI EAFE ETF
HEFA
12 hedge funds and large institutions have $50.4M invested in iShares Currency Hedged MSCI EAFE ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
7,395% more capital invested
Capital invested by funds: $672K → $50.4M (+$49.7M)
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
140% more funds holding
Funds holding: 5 → 12 (+7)
58.37% more ownership
Funds ownership: 26.78% → 85.15% (+58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$14.1M |
| 2 |
RCM
RNC Capital Management
Los Angeles,
California
|
+$11M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.45M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.6M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$516K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $14.1M | +$14.1M | +561,257 | New |
|
|
RCM
2
RNC Capital Management
Los Angeles,
California
| $11.1M | +$11M | +439,300 | New |
|
|
3
Bank of America
Charlotte,
North Carolina
| $7.51M | +$7.45M | +297,286 | +27,026% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $6.71M | +$6.6M | +263,230 | +7,929% |
|
|
FMP
5
Financial Management Professionals
Austin,
Texas
| $4.03M | +$4.01M | +159,925 | New |
|
6
Morgan Stanley
New York
| $2.76M | +$2.75M | +109,772 | New |
|
|
CS
7
Credit Suisse
Zurich,
Switzerland
| $2.61M | +$2.6M | +103,837 | New |
|
8
Jane Street
New York
| $1.51M | +$1.5M | +59,885 | New |
|
9
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $40K | – | – | – |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | +$8.14K | +325 | New |
|
|
MFS
11
MSI Financial Services
Springfield,
Massachusetts
| $5K | – | – | – |
|
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$516K | -20,561 | Closed |
|
13
Parallax Volatility Advisers
San Francisco,
California
| – | +$25 | +1 | New |
|
HEFA Hedge Fund Activity: Q4 2014 in Review
12 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2014, worth a combined $50.4M — up 7,395% from $672K a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HEFA positions and 1 closed out — a net gain of 7 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $14.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $516K sold.
- 12 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2014, up from 5 in Q3 2014.
- Funds reported $50.4M of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2014, up 7,395% quarter-over-quarter.
- 8 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2014 and 1 closed out, a net change of +7 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2014 was BlackRock, an estimated $14.1M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2014 was Susquehanna International Group, an estimated $516K sold.
Based on aggregated 13F filings for Q4 2014.