iShares Currency Hedged MSCI EAFE ETF
HEFA
227 hedge funds and large institutions have $2.4B invested in iShares Currency Hedged MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 13 closing their positions.
215% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 13
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
14% more funds holding
Funds holding: 200 → 227 (+27)
1.5% more ownership
Funds ownership: 78.58% → 80.08% (+1.5%)
4% more capital invested
Capital invested by funds: $2.31B → $2.4B (+$97.9M)
14% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.45M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$7.35M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$7.31M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.54M |
| 5 |
Morgan Stanley
New York
|
+$4.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$10.4M |
| 2 |
Bank of New York Mellon
New York
|
-$4.86M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$4.41M |
| 4 |
Jane Street
New York
|
-$2.9M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.74M |
HEFA Hedge Fund Activity: Q4 2019 in Review
227 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2019, worth a combined $2.4B — up 4.2% from $2.31B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new HEFA positions and 13 closed out — a net gain of 28 holders — while 65 added to existing stakes and 76 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $9.45M. The largest seller was Goldman Sachs, cutting an estimated $10.4M.
- 227 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2019, up from 200 in Q3 2019.
- Funds reported $2.4B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2019, up 4.2% quarter-over-quarter.
- 41 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2019 and 13 closed out, a net change of +28 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $9.45M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2019 was Goldman Sachs, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2019.