iShares Currency Hedged MSCI EAFE ETF
HEFA
194 hedge funds and large institutions have $2.64B invested in iShares Currency Hedged MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 74 reducing their positions, and 25 closing their positions.
2.9% more ownership
Funds ownership: 74.38% → 77.28% (+2.9%)
2% more capital invested
Capital invested by funds: $2.58B → $2.64B (+$56.8M)
3% less funds holding
Funds holding: 200 → 194 (-6)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
24% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 25
26% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$46.7M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$42.1M |
| 3 |
PV
Private Vista
Chicago,
Illinois
|
+$7.21M |
| 4 |
JP Morgan Chase
New York
|
+$6.46M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$3.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$24.5M |
| 2 |
HCA
Horan Capital Advisors
Cincinnati,
Ohio
|
-$12.4M |
| 3 |
Morgan Stanley
New York
|
-$10.6M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$10.6M |
| 5 |
Goldman Sachs
New York
|
-$9.7M |
HEFA Hedge Fund Activity: Q3 2018 in Review
194 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2018, worth a combined $2.64B — up 2.2% from $2.58B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of HEFA and 19 opened new positions — a net loss of 6 holders — while 74 trimmed existing stakes and 55 added.
The largest buyer was Cornerstone Wealth Management, adding an estimated $46.7M. The largest seller was Brookstone Capital Management, cutting an estimated $24.5M.
- 194 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2018, down from 200 in Q2 2018.
- Funds reported $2.64B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2018, up 2.2% quarter-over-quarter.
- 19 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2018 and 25 closed out, a net change of -6 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2018 was Cornerstone Wealth Management, an estimated $46.7M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2018 was Brookstone Capital Management, an estimated $24.5M sold.
Based on aggregated 13F filings for Q3 2018.