iShares Currency Hedged MSCI EAFE ETF
HEFA
200 hedge funds and large institutions have $2.83B invested in iShares Currency Hedged MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 7 closing their positions.
343% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 7
38% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 52
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
12% more capital invested
Capital invested by funds: $2.53B → $2.83B (+$298M)
12% more funds holding
Funds holding: 179 → 200 (+21)
1.19% more ownership
Funds ownership: 84.75% → 85.94% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$67.5M |
| 2 |
Goldman Sachs
New York
|
+$47.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.7M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$27.3M |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$48.9M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
-$3.67M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$3.09M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.55M |
| 5 |
C
Certuity
North Palm Beach,
Florida
|
-$1.5M |
HEFA Hedge Fund Activity: Q4 2021 in Review
200 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2021, worth a combined $2.83B — up 12% from $2.53B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HEFA positions and 7 closed out — a net gain of 24 holders — while 72 added to existing stakes and 52 trimmed.
The largest buyer was Coldstream Capital Management, adding an estimated $67.5M. The largest seller was Partners Capital Investment Group, cutting an estimated $48.9M.
- 200 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2021, up from 179 in Q3 2021.
- Funds reported $2.83B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2021, up 12% quarter-over-quarter.
- 31 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2021 and 7 closed out, a net change of +24 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2021 was Coldstream Capital Management, an estimated $67.5M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2021 was Partners Capital Investment Group, an estimated $48.9M sold.
Based on aggregated 13F filings for Q4 2021.