iShares Currency Hedged MSCI EAFE ETF
HEFA
200 hedge funds and large institutions have $3.02B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 15 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 55
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
7% more capital invested
Capital invested by funds: $2.83B → $3.02B (+$193M)
2.6% more ownership
Funds ownership: 85.94% → 88.55% (+2.6%)
0% more funds holding
Funds holding: 200 → 200 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$123M |
| 2 |
Goldman Sachs
New York
|
+$59.7M |
| 3 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$29.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.4M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$26.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$14.8M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$8.95M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.09M |
| 4 |
SC
Schoolcraft Capital
Boulder,
Colorado
|
-$5.28M |
| 5 |
AT
American Trust
Lexington,
Kentucky
|
-$4.01M |
HEFA Hedge Fund Activity: Q1 2022 in Review
200 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2022, worth a combined $3.02B — up 6.8% from $2.83B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new HEFA positions and 15 closed out — a net gain of 2 holders — while 77 added to existing stakes and 55 trimmed.
The largest buyer was Aaron Wealth Advisors, adding an estimated $123M. The largest seller was Total Investment Management, cutting an estimated $14.8M.
- 200 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $3.02B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2022, up 6.8% quarter-over-quarter.
- 17 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2022 and 15 closed out, a net change of +2 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $123M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2022 was Total Investment Management, an estimated $14.8M sold.
Based on aggregated 13F filings for Q1 2022.