iShares Currency Hedged MSCI EAFE ETF
HEFA
221 hedge funds and large institutions have $2.92B invested in iShares Currency Hedged MSCI EAFE ETF in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 83 reducing their positions, and 29 closing their positions.
3% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 29
0% more funds holding
Funds holding: 221 → 221 (0)
7.62% less ownership
Funds ownership: 78.48% → 70.85% (-7.6%)
13% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 83
18% less capital invested
Capital invested by funds: $3.54B → $2.92B (-$621M)
23% less funds holding in top 10
Funds holding in top 10: 22 → 17 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$24.1M |
| 2 |
AF
Ally Financial
Detroit,
Michigan
|
+$8.23M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.78M |
| 4 |
ECM
Exchange Capital Management
Ann Arbor,
Michigan
|
+$5.35M |
| 5 |
PV
Private Vista
Chicago,
Illinois
|
+$4.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$261M |
| 2 |
Goldman Sachs
New York
|
-$54.7M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$51.8M |
| 4 |
HCM
Harvest Capital Management
Concord,
New Hampshire
|
-$33.1M |
| 5 |
Morgan Stanley
New York
|
-$20.6M |
HEFA Hedge Fund Activity: Q1 2018 in Review
221 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2018, worth a combined $2.92B — down 18% from $3.54B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HEFA positions and 29 closed out — a net gain of 1 holder — while 72 added to existing stakes and 83 trimmed.
The largest buyer was HSBC Holdings, adding an estimated $24.1M. The largest seller was Envestnet Asset Management, cutting an estimated $261M.
- 221 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $2.92B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2018, down 18% quarter-over-quarter.
- 30 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2018 and 29 closed out, a net change of +1 holder.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2018 was HSBC Holdings, an estimated $24.1M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $261M sold.
Based on aggregated 13F filings for Q1 2018.