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iShares Currency Hedged MSCI EAFE ETF
HEFA

232 hedge funds and large institutions have $3.12B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

16% more funds holding

Funds holding: 200 → 232 (+32)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

3% more capital invested

Capital invested by funds: $3.02B → $3.12B (+$103M)

0.45% more ownership

Funds ownership: 88.55% → 88.99% (+0.45%)

23% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 75

Holders
232
Holders Change
+32
Holders Change %
+16%
% of All Funds
3.91%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.27%
New
49
Increased
58
Reduced
75
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$125M
2
JPG
Jordan Park Group
California
+$83M
3
JP Morgan Chase
JP Morgan Chase
New York
+$74M
4
MMA
Miracle Mile Advisors
California
+$70.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.8M

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
-$120M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$35.1M
3
Ameriprise
Ameriprise
Minnesota
-$16M
4
CI
CX Institutional
Indiana
-$15.3M
5
QFA
Quattro Financial Advisors
Texas
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.07B +$2.81M +84,844 +0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$336M +$63.8M +1,924,763 +22%
UCFA
3
United Capital Financial Advisors
Texas
$271M +$18.6M +561,293 +7%
CCM
4
Coldstream Capital Management
Washington
$134M -$3.21M -96,858 -2%
RIG
5
RiverFront Investment Group
Virginia
$120M +$125M +3,758,402 New
JPG
6
Jordan Park Group
California
$89.9M +$83M +2,503,415 +779%
JP Morgan Chase
7
JP Morgan Chase
New York
$77.3M +$74M +2,234,303 +1,152%
MMA
8
Miracle Mile Advisors
California
$68.1M +$70.9M +2,140,790 New
PCIG
9
Partners Capital Investment Group
Massachusetts
$62.8M -$35.1M -1,058,939 -35%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$43.8M -$6.34M -191,269 -12%
Wells Fargo
11
Wells Fargo
California
$42.4M +$937K +28,264 +2%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$40M -$206K -6,208 -0.5%
US Bancorp
13
US Bancorp
Minnesota
$37.3M -$1.17M -35,276 -3%
Bank of America
14
Bank of America
North Carolina
$35.1M -$10.2M -306,946 -22%
RJA
15
Raymond James & Associates
Florida
$34.1M +$34.6M +1,044,887 +3,887%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$32.9M +$1.03M +31,106 +3%
Morgan Stanley
17
Morgan Stanley
New York
$32.9M +$5.89M +177,846 +21%
MA
18
MUFG Americas
New York
$30.2M -$196K -5,929 -0.6%
PI
19
PFS Investments
Georgia
$25.7M -$3.95M -119,251 -13%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$25.2M -$590K -17,791 -2%
SC
21
Schoolcraft Capital
Colorado
$23.7M +$1.73M +52,338 +8%
LPL Financial
22
LPL Financial
California
$21.1M +$9.48K +286 +0%
Northern Trust
23
Northern Trust
Illinois
$20.4M -$466K -14,073 -2%
OAM
24
Oppenheimer Asset Management
New York
$20.2M +$11.9K +359 +0.1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$18.2M +$3.76M +113,616 +25%
1
2 3 4 5

HEFA Hedge Fund Activity: Q2 2022 in Review

232 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2022, worth a combined $3.12B — up 3.4% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new HEFA positions and 16 closed out — a net gain of 33 holders — while 58 added to existing stakes and 75 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $125M. The largest seller was Aaron Wealth Advisors, cutting an estimated $120M.

  • 232 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2022, up from 200 in Q1 2022.
  • Funds reported $3.12B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2022, up 3.4% quarter-over-quarter.
  • 49 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2022 and 16 closed out, a net change of +33 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2022 was RiverFront Investment Group, an estimated $125M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2022.