iShares Currency Hedged MSCI EAFE ETF
HEFA
201 hedge funds and large institutions have $2.3B invested in iShares Currency Hedged MSCI EAFE ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 74 reducing their positions, and 20 closing their positions.
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
0.41% more ownership
Funds ownership: 78.4% → 78.81% (+0.41%)
0% more capital invested
Capital invested by funds: $2.3B → $2.3B (+$2.39M)
4% less funds holding
Funds holding: 210 → 201 (-9)
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
24% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$30.2M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$9.41M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$7.4M |
| 4 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$5.13M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$59.8M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$10.1M |
| 3 |
RCM
RNC Capital Management
Los Angeles,
California
|
-$7.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.17M |
| 5 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
-$5.5M |
HEFA Hedge Fund Activity: Q2 2019 in Review
201 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2019, worth a combined $2.3B — up 0.1% from $2.3B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of HEFA and 16 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 56 added.
The largest buyer was HSBC Holdings, adding an estimated $30.2M. The largest seller was Goldman Sachs, cutting an estimated $59.8M.
- 201 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2019, down from 210 in Q1 2019.
- Funds reported $2.3B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2019, up 0.1% quarter-over-quarter.
- 16 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2019 and 20 closed out, a net change of -4 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2019 was HSBC Holdings, an estimated $30.2M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2019 was Goldman Sachs, an estimated $59.8M sold.
Based on aggregated 13F filings for Q2 2019.