iShares Currency Hedged MSCI EAFE ETF
HEFA
177 hedge funds and large institutions have $1.81B invested in iShares Currency Hedged MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 58 closing their positions.
0.05% more ownership
Funds ownership: 80.08% → 80.14% (+0.05%)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
22% less funds holding
Funds holding: 227 → 177 (-50)
25% less capital invested
Capital invested by funds: $2.4B → $1.81B (-$590M)
29% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 76
76% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$48.9M |
| 2 |
Jane Street
New York
|
+$20.6M |
| 3 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
+$18.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.4M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$32.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$26.6M |
| 3 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
-$18.7M |
| 4 |
Morgan Stanley
New York
|
-$18.6M |
| 5 |
RGIA
Rainier Group Investment Advisory
Bellevue,
Washington
|
-$18.1M |
HEFA Hedge Fund Activity: Q1 2020 in Review
177 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2020, worth a combined $1.81B — down 25% from $2.4B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of HEFA and 14 opened new positions — a net loss of 44 holders — while 76 trimmed existing stakes and 54 added.
The largest buyer was Partners Capital Investment Group, adding an estimated $48.9M. The largest seller was Goldman Sachs, cutting an estimated $32.3M.
- 177 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2020, down from 227 in Q4 2019.
- Funds reported $1.81B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2020, down 25% quarter-over-quarter.
- 14 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2020 and 58 closed out, a net change of -44 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2020 was Partners Capital Investment Group, an estimated $48.9M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2020 was Goldman Sachs, an estimated $32.3M sold.
Based on aggregated 13F filings for Q1 2020.