iShares Currency Hedged MSCI EAFE ETF
HEFA
143 hedge funds and large institutions have $2.28B invested in iShares Currency Hedged MSCI EAFE ETF in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
26% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 46
7% more funds holding
Funds holding: 134 → 143 (+9)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
2.32% less ownership
Funds ownership: 75.01% → 72.69% (-2.3%)
17% less capital invested
Capital invested by funds: $2.73B → $2.28B (-$457M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$226M |
| 2 |
Jane Street
New York
|
+$26.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.8M |
| 4 |
MI
Mercer Investments
Boston,
Massachusetts
|
+$17.5M |
| 5 |
BOH
Bank of Hawaii
Honolulu,
Hawaii
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$875M |
| 2 |
Goldman Sachs
New York
|
-$22.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$21.2M |
| 4 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
-$11.1M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$6.73M |
HEFA Hedge Fund Activity: Q3 2016 in Review
143 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2016, worth a combined $2.28B — down 17% from $2.73B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HEFA positions and 13 closed out — a net gain of 9 holders — while 58 added to existing stakes and 46 trimmed.
The largest buyer was TD Asset Management, opening a new position worth an estimated $226M. The largest seller was JP Morgan Chase, cutting an estimated $875M.
- 143 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2016, up from 134 in Q2 2016.
- Funds reported $2.28B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2016, down 17% quarter-over-quarter.
- 22 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2016 and 13 closed out, a net change of +9 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2016 was TD Asset Management, an estimated $226M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2016 was JP Morgan Chase, an estimated $875M sold.
Based on aggregated 13F filings for Q3 2016.