We are live on ! Find out more
HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

228 hedge funds and large institutions have $2.82B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

2% less funds holding

Funds holding: 232 → 228 (-4)

3.96% less ownership

Funds ownership: 88.99% → 85.03% (-4%)

10% less capital invested

Capital invested by funds: $3.12B → $2.82B (-$306M)

Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.93%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
29
Increased
73
Reduced
75
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$92.7M
2
Morgan Stanley
Morgan Stanley
New York
+$30.5M
3
PFO
Pathstone Family Office
New Jersey
+$18.7M
4
OMC
Old Mission Capital
Illinois
+$17.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.5M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$71.7M
2
RIG
RiverFront Investment Group
Virginia
-$22.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.4M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$16.8M
5
JPG
Jordan Park Group
California
-$5.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.09B +$92.7M +2,908,998 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$296M -$20.4M -639,942 -6%
UCFA
3
United Capital Financial Advisors
Texas
$258M +$4.34M +136,289 +2%
RIG
4
RiverFront Investment Group
Virginia
$96.3M -$22.3M -699,356 -19%
JPG
5
Jordan Park Group
California
$78.8M -$5.95M -186,760 -7%
MMA
6
Miracle Mile Advisors
California
$68.5M +$4.84M +151,854 +7%
PCIG
7
Partners Capital Investment Group
Massachusetts
$59.6M +$718K +22,527 +1%
Morgan Stanley
8
Morgan Stanley
New York
$59.5M +$30.5M +957,195 +93%
Wells Fargo
9
Wells Fargo
California
$46M +$6.53M +204,950 +15%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$40.3M -$951K -29,824 -2%
Bank of America
11
Bank of America
North Carolina
$33M +$115K +3,605 +0.3%
US Bancorp
12
US Bancorp
Minnesota
$33M -$2.18M -68,443 -6%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$32.6M +$1.73M +54,277 +5%
MA
14
MUFG Americas
New York
$28.6M +$167K +5,246 +0.6%
RJA
15
Raymond James & Associates
Florida
$27.7M -$4.67M -146,672 -14%
SC
16
Schoolcraft Capital
Colorado
$23.1M +$832K +26,098 +3%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$22.3M -$1.49M -46,811 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$22.1M +$12.5M +392,147 +113%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$21.8M -$16.8M -526,877 -42%
Northern Trust
20
Northern Trust
Illinois
$21.2M +$2.22M +69,634 +11%
LPL Financial
21
LPL Financial
California
$20.3M +$529K +16,588 +2%
OAM
22
Oppenheimer Asset Management
New York
$19M -$2.52K -79 -0%
BF
23
Blankinship & Foster
California
$17.6M +$821K +25,764 +5%
PFO
24
Pathstone Family Office
New Jersey
$17.6M +$18.7M +587,374 New
OMC
25
Old Mission Capital
Illinois
$16.2M +$17.3M +541,879 New
1
2 3 4 5

HEFA Hedge Fund Activity: Q3 2022 in Review

228 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2022, worth a combined $2.82B — down 9.8% from $3.12B a quarter earlier.

Fund positioning in HEFA was balanced in Q3 2022: 29 funds opened new positions, 29 closed out, 73 added to existing stakes and 75 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $92.7M. The largest seller was JP Morgan Chase, cutting an estimated $71.7M.

  • 228 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2022, down from 232 in Q2 2022.
  • Funds reported $2.82B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2022, down 9.8% quarter-over-quarter.
  • 29 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2022 and 29 closed out, a net change of 0 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2022 was Goldman Sachs, an estimated $92.7M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2022 was JP Morgan Chase, an estimated $71.7M sold.

Based on aggregated 13F filings for Q3 2022.