iShares Currency Hedged MSCI EAFE ETF
HEFA
231 hedge funds and large institutions have $3.25B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 19 closing their positions.
84% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 19
68% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 56
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
5% more funds holding
Funds holding: 220 → 231 (+11)
1% less capital invested
Capital invested by funds: $3.29B → $3.25B (-$40.1M)
2.06% less ownership
Funds ownership: 93.08% → 91.02% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$36.7M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$27.9M |
| 3 |
Bank of New York Mellon
New York
|
+$24.3M |
| 4 |
AWC
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
+$21.6M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$44.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$29.8M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$14.3M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
-$12.4M |
| 5 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$9.65M |
HEFA Hedge Fund Activity: Q3 2023 in Review
231 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2023, worth a combined $3.25B — down 1.2% from $3.29B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new HEFA positions and 19 closed out — a net gain of 16 holders — while 94 added to existing stakes and 56 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $36.7M. The largest seller was United Capital Financial Advisors, cutting an estimated $44.6M.
- 231 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2023, up from 220 in Q2 2023.
- Funds reported $3.25B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2023, down 1.2% quarter-over-quarter.
- 35 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2023 and 19 closed out, a net change of +16 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2023 was Goldman Sachs, an estimated $36.7M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2023 was United Capital Financial Advisors, an estimated $44.6M sold.
Based on aggregated 13F filings for Q3 2023.