iShares Currency Hedged MSCI EAFE ETF
HEFA
170 hedge funds and large institutions have $2.21B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 67 reducing their positions, and 15 closing their positions.
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
8% more capital invested
Capital invested by funds: $2.04B → $2.21B (+$165M)
2% more funds holding
Funds holding: 167 → 170 (+3)
1.64% less ownership
Funds ownership: 86.55% → 84.91% (-1.6%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
30% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$31.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.5M |
| 3 |
Goldman Sachs
New York
|
+$6.2M |
| 4 |
Barclays
London,
United Kingdom
|
+$4.42M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$28.7M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$14.8M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$12.5M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$6.22M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$5.74M |
HEFA Hedge Fund Activity: Q1 2021 in Review
170 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2021, worth a combined $2.21B — up 8.1% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HEFA positions and 15 closed out — a net gain of 5 holders — while 47 added to existing stakes and 67 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $31.5M. The largest seller was Partners Capital Investment Group, cutting an estimated $28.7M.
- 170 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2021, up from 167 in Q4 2020.
- Funds reported $2.21B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2021, up 8.1% quarter-over-quarter.
- 20 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2021 and 15 closed out, a net change of +5 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2021 was United Capital Financial Advisors, an estimated $31.5M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2021 was Partners Capital Investment Group, an estimated $28.7M sold.
Based on aggregated 13F filings for Q1 2021.