iShares Currency Hedged MSCI EAFE ETF
HEFA
217 hedge funds and large institutions have $2.52B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 36 closing their positions.
4.69% more ownership
Funds ownership: 85.03% → 89.73% (+4.7%)
9% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 67
5% less funds holding
Funds holding: 228 → 217 (-11)
11% less capital invested
Capital invested by funds: $2.82B → $2.52B (-$296M)
14% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 36
44% less funds holding in top 10
Funds holding in top 10: 16 → 9 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$95.8M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$42.3M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$20.9M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$19.1M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$96.3M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$69.9M |
| 3 |
JPG
Jordan Park Group
San Francisco,
California
|
-$60M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$28.3M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$21.1M |
HEFA Hedge Fund Activity: Q4 2022 in Review
217 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2022, worth a combined $2.52B — down 11% from $2.82B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of HEFA and 31 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 73 added.
The largest buyer was Goldman Sachs, adding an estimated $95.8M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $96.3M sold.
- 217 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2022, down from 228 in Q3 2022.
- Funds reported $2.52B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2022, down 11% quarter-over-quarter.
- 31 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2022 and 36 closed out, a net change of -5 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2022 was Goldman Sachs, an estimated $95.8M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2022 was RiverFront Investment Group, an estimated $96.3M sold.
Based on aggregated 13F filings for Q4 2022.