iShares Currency Hedged MSCI EAFE ETF
HEFA
198 hedge funds and large institutions have $3.56B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 38 reducing their positions, and 19 closing their positions.
155% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 38
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
25% more capital invested
Capital invested by funds: $2.84B → $3.56B (+$723M)
21% more funds holding in top 10
Funds holding in top 10: 19 → 23 (+4)
6% more funds holding
Funds holding: 186 → 198 (+12)
5.15% more ownership
Funds ownership: 73.75% → 78.9% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$137M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$74.4M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$74.1M |
| 4 |
Goldman Sachs
New York
|
+$54.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$48.4M |
| 2 |
KP
Keel Point
Huntsville,
Alabama
|
-$9.52M |
| 3 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
-$3.92M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$3.9M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$3.83M |
HEFA Hedge Fund Activity: Q2 2017 in Review
198 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2017, worth a combined $3.56B — up 25% from $2.84B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new HEFA positions and 19 closed out — a net gain of 14 holders — while 97 added to existing stakes and 38 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $137M. The largest seller was United Services Automobile Association, cutting an estimated $48.4M.
- 198 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2017, up from 186 in Q1 2017.
- Funds reported $3.56B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2017, up 25% quarter-over-quarter.
- 33 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2017 and 19 closed out, a net change of +14 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $137M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2017 was United Services Automobile Association, an estimated $48.4M sold.
Based on aggregated 13F filings for Q2 2017.