iShares Currency Hedged MSCI EAFE ETF
HEFA
89 hedge funds and large institutions have $1.79B invested in iShares Currency Hedged MSCI EAFE ETF in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 5 closing their positions.
500% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 5
215% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 13
37% more funds holding
Funds holding: 65 → 89 (+24)
13% more capital invested
Capital invested by funds: $1.58B → $1.79B (+$210M)
11.88% less ownership
Funds ownership: 79.73% → 67.85% (-12%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$40.3M |
| 2 |
Morgan Stanley
New York
|
+$32.4M |
| 3 |
MI
Mercer Investments
Boston,
Massachusetts
|
+$25.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$18.7M |
| 5 |
SPIA
Strategic Point Investment Advisors
Providence,
Rhode Island
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$33.5M |
| 2 |
SCP
Syntal Capital Partners
Midland,
Texas
|
-$15.7M |
| 3 |
Jane Street
New York
|
-$5.41M |
| 4 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$4.67M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$2.03M |
HEFA Hedge Fund Activity: Q2 2015 in Review
89 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2015, worth a combined $1.79B — up 13% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HEFA positions and 5 closed out — a net gain of 25 holders — while 41 added to existing stakes and 13 trimmed.
The largest buyer was Bank of America, adding an estimated $40.3M. The largest seller was Credit Suisse, exiting entirely with an estimated $33.5M sold.
- 89 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2015, up from 65 in Q1 2015.
- Funds reported $1.79B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2015, up 13% quarter-over-quarter.
- 30 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2015 and 5 closed out, a net change of +25 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2015 was Bank of America, an estimated $40.3M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2015 was Credit Suisse, an estimated $33.5M sold.
Based on aggregated 13F filings for Q2 2015.