iShares Currency Hedged MSCI EAFE ETF
HEFA
215 hedge funds and large institutions have $2.93B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 61 reducing their positions, and 31 closing their positions.
44% more funds holding in top 10
Funds holding in top 10: 9 → 13 (+4)
18% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 61
16% more capital invested
Capital invested by funds: $2.52B → $2.93B (+$414M)
6% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 31
0.98% more ownership
Funds ownership: 89.51% → 90.49% (+0.98%)
1% less funds holding
Funds holding: 217 → 215 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$33.6M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$30.6M |
| 3 |
FIB
First Interstate Bank
Billings,
Montana
|
+$30.1M |
| 4 |
Goldman Sachs
New York
|
+$28.6M |
| 5 |
KAH
Kathryn A. Hall
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$17.7M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$12.2M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$10.7M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$9.81M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.15M |
HEFA Hedge Fund Activity: Q1 2023 in Review
215 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2023, worth a combined $2.93B — up 16% from $2.52B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new HEFA positions and 31 closed out — a net gain of 2 holders — while 72 added to existing stakes and 61 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $33.6M. The largest seller was Wells Fargo, cutting an estimated $17.7M.
- 215 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2023, down from 217 in Q4 2022.
- Funds reported $2.93B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2023, up 16% quarter-over-quarter.
- 33 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2023 and 31 closed out, a net change of +2 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $33.6M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2023 was Wells Fargo, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2023.