iShares Currency Hedged MSCI EAFE ETF
HEFA
195 hedge funds and large institutions have $3.21B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 87 reducing their positions, and 21 closing their positions.
0% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 21
2% less funds holding
Funds holding: 198 → 195 (-3)
2.81% less ownership
Funds ownership: 78.9% → 76.09% (-2.8%)
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
10% less capital invested
Capital invested by funds: $3.56B → $3.21B (-$351M)
31% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Ally Financial
Detroit,
Michigan
|
+$35.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$28M |
| 3 |
FHB
First Hawaiian Bank
Honolulu,
Hawaii
|
+$8.82M |
| 4 |
MI
Mercer Investments
Boston,
Massachusetts
|
+$8.82M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$7.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$67.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$64.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$56.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$32.1M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
-$31.8M |
HEFA Hedge Fund Activity: Q3 2017 in Review
195 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2017, worth a combined $3.21B — down 9.9% from $3.56B a quarter earlier.
Fund positioning in HEFA was balanced in Q3 2017: 21 funds opened new positions, 21 closed out, 60 added to existing stakes and 87 trimmed.
The largest buyer was Ally Financial, opening a new position worth an estimated $35.5M. The largest seller was United Services Automobile Association, cutting an estimated $67.8M.
- 195 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2017, down from 198 in Q2 2017.
- Funds reported $3.21B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2017, down 9.9% quarter-over-quarter.
- 21 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2017 and 21 closed out, a net change of 0 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2017 was Ally Financial, an estimated $35.5M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2017 was United Services Automobile Association, an estimated $67.8M sold.
Based on aggregated 13F filings for Q3 2017.