HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

221 hedge funds and large institutions have $3.54B invested in iShares Currency Hedged MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
221
Holders Change
+26
Holders Change %
+13.33%
% of All Funds
5.02%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
44
Increased
84
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.31B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$277M
3
LPL Financial
3
LPL Financial
California
$80.8M
4
UBS Group
4
UBS Group
Switzerland
$92.4M
5
PAS
5
Park Avenue Securities
New York
$55.4M

Top Sellers

1
WBG
1
Wharton Business Group
Pennsylvania
$22.9M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$0
3
AF
3
Ally Financial
Michigan
$30.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.3M
5
BF
5
BOK Financial
Oklahoma
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.31B 44,126,156 +2,186,829 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$277M 9,327,808 +2,039,442 +28%
Wells Fargo
3
Wells Fargo
California
$194M 6,530,167 +27,215 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$172M 5,790,841 +80,204 +1%
Bank of America
5
Bank of America
North Carolina
$165M 5,555,266 -29,978 -0.5%
UBS Group
6
UBS Group
Switzerland
$92.4M 3,112,601 +753,485 +32%
LPL Financial
7
LPL Financial
California
$80.8M 2,721,776 +924,162 +51%
MML Investors Services
8
MML Investors Services
Massachusetts
$67.6M 2,277,116 +61,989 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$60.2M 2,029,140 -50,581 -2%
PAS
10
Park Avenue Securities
New York
$55.4M 1,858,982 +522,398 +39%
PV
11
Private Vista
Illinois
$54M 1,820,031 +166,670 +10%
CCM
12
Coldstream Capital Management
Washington
$49.5M 1,667,642 +155,755 +10%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$42.5M 1,430,555 +40,746 +3%
Northern Trust
14
Northern Trust
Illinois
$41M 1,379,512 -184,172 -12%
AG
15
Advisor Group
Arizona
$39.8M 1,341,697 +339,481 +34%
FHB
16
First Hawaiian Bank
Hawaii
$38.3M 1,289,385 +185,810 +17%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$37.3M 1,256,056 +280,310 +29%
SCP
18
Syntal Capital Partners
Texas
$34.2M 1,141,787 +15,918 +1%
HCM
19
Harvest Capital Management
New Hampshire
$33.1M 1,114,092 -20,960 -2%
US Bancorp
20
US Bancorp
Minnesota
$31.4M 1,058,945 +264,454 +33%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$31.3M 1,052,936 +27,545 +3%
AF
22
Ally Financial
Michigan
$30.6M 1,030,000 -225,000 -18%
MA
23
MUFG Americas
New York
$28.3M 954,152 +47,922 +5%
Ameriprise
24
Ameriprise
Minnesota
$26.4M 890,536 +260,883 +41%
BCM
25
Brookstone Capital Management
Illinois
$26.4M 888,098 +178,589 +25%
1
2 3 4 5