iShares Currency Hedged MSCI EAFE ETF
HEFA
210 hedge funds and large institutions have $2.3B invested in iShares Currency Hedged MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 82 reducing their positions, and 24 closing their positions.
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
9% more capital invested
Capital invested by funds: $2.12B → $2.3B (+$184M)
2.38% more ownership
Funds ownership: 76.02% → 78.4% (+2.4%)
0% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 24
0% less funds holding
Funds holding: 211 → 210 (-1)
29% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RGIA
Rainier Group Investment Advisory
Bellevue,
Washington
|
+$15.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.7M |
| 3 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$9.02M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$8.99M |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$8.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$26.6M |
| 2 |
SCP
Syntal Capital Partners
Midland,
Texas
|
-$24.6M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$22.1M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$11.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.2M |
HEFA Hedge Fund Activity: Q1 2019 in Review
210 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2019, worth a combined $2.3B — up 8.7% from $2.12B a quarter earlier.
Fund positioning in HEFA was balanced in Q1 2019: 24 funds opened new positions, 24 closed out, 58 added to existing stakes and 82 trimmed.
The largest buyer was Rainier Group Investment Advisory, adding an estimated $15.9M. The largest seller was Bank of America, cutting an estimated $26.6M.
- 210 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2019, down from 211 in Q4 2018.
- Funds reported $2.3B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2019, up 8.7% quarter-over-quarter.
- 24 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2019 and 24 closed out, a net change of 0 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2019 was Rainier Group Investment Advisory, an estimated $15.9M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2019 was Bank of America, an estimated $26.6M sold.
Based on aggregated 13F filings for Q1 2019.