iShares Currency Hedged MSCI EAFE ETF
HEFA
220 hedge funds and large institutions have $3.29B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 22 closing their positions.
27% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 22
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
13% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 68
13% more capital invested
Capital invested by funds: $2.92B → $3.29B (+$373M)
2.58% more ownership
Funds ownership: 90.49% → 93.08% (+2.6%)
2% more funds holding
Funds holding: 215 → 220 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$55M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$23.6M |
| 3 |
Rockefeller Capital Management
New York
|
+$17.8M |
| 4 |
Morgan Stanley
New York
|
+$15.4M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$17.4M |
| 2 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$14.2M |
| 3 |
AT
American Trust
Lexington,
Kentucky
|
-$5.76M |
| 4 |
KAH
Kathryn A. Hall
|
-$4.75M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$3.25M |
HEFA Hedge Fund Activity: Q2 2023 in Review
220 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2023, worth a combined $3.29B — up 13% from $2.92B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new HEFA positions and 22 closed out — a net gain of 6 holders — while 77 added to existing stakes and 68 trimmed.
The largest buyer was Partners Capital Investment Group, adding an estimated $55M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $17.4M.
- 220 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2023, up from 215 in Q1 2023.
- Funds reported $3.29B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2023, up 13% quarter-over-quarter.
- 28 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2023 and 22 closed out, a net change of +6 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2023 was Partners Capital Investment Group, an estimated $55M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $17.4M sold.
Based on aggregated 13F filings for Q2 2023.