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.
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 capital invested
Capital invested by funds: $2.91B → $3.12B (+$209M)
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
4.04% more ownership
Funds ownership: 84.95% → 88.99% (+4%)
23% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$125M |
| 2 |
JPG
Jordan Park Group
San Francisco,
California
|
+$83M |
| 3 |
JP Morgan Chase
New York
|
+$74M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$70.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$63.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$35.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$16M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
-$15.3M |
| 4 |
QFA
Quattro Financial Advisors
The Woodlands,
Texas
|
-$10.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$10.2M |
HEFA Hedge Fund Activity: Q2 2022 in Review
232 of the 5,959 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 7.2% from $2.91B 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 Partners Capital Investment Group, cutting an estimated $35.1M.
- 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 7.2% 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 Partners Capital Investment Group, an estimated $35.1M sold.
Based on aggregated 13F filings for Q2 2022.