iShares Currency Hedged MSCI EAFE ETF
HEFA
162 hedge funds and large institutions have $2.31B invested in iShares Currency Hedged MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 19 closing their positions.
105% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 19
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
13% more funds holding
Funds holding: 143 → 162 (+19)
1% more capital invested
Capital invested by funds: $2.28B → $2.31B (+$31.5M)
0.27% less ownership
Funds ownership: 72.69% → 72.42% (-0.27%)
9% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$80.9M |
| 2 |
Goldman Sachs
New York
|
+$22.1M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$17.2M |
| 4 |
Morgan Stanley
New York
|
+$13.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$230M |
| 2 |
MI
Mercer Investments
Boston,
Massachusetts
|
-$49.4M |
| 3 |
Jane Street
New York
|
-$22.7M |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$6.99M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$6.94M |
HEFA Hedge Fund Activity: Q4 2016 in Review
162 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2016, worth a combined $2.31B — up 1.4% from $2.28B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new HEFA positions and 19 closed out — a net gain of 20 holders — while 53 added to existing stakes and 58 trimmed.
The largest buyer was United Services Automobile Association, adding an estimated $80.9M. The largest seller was TD Asset Management, exiting entirely with an estimated $230M sold.
- 162 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2016, up from 143 in Q3 2016.
- Funds reported $2.31B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2016, up 1.4% quarter-over-quarter.
- 39 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2016 and 19 closed out, a net change of +20 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2016 was United Services Automobile Association, an estimated $80.9M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2016 was TD Asset Management, an estimated $230M sold.
Based on aggregated 13F filings for Q4 2016.