iShares Currency Hedged MSCI EAFE ETF
HEFA
260 hedge funds and large institutions have $3.87B invested in iShares Currency Hedged MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 19 closing their positions.
163% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 19
19% more capital invested
Capital invested by funds: $3.25B → $3.87B (+$617M)
13% more funds holding
Funds holding: 231 → 260 (+29)
9.99% more ownership
Funds ownership: 91.02% → 101.01% (+10%)
5% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 81
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$371M |
| 2 |
JP Morgan Chase
New York
|
+$90.2M |
| 3 |
Morgan Stanley
New York
|
+$84.4M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$21.8M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$134M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$96.2M |
| 3 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$72.4M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$28.2M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$13.6M |
HEFA Hedge Fund Activity: Q4 2023 in Review
260 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2023, worth a combined $3.87B — up 19% from $3.25B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new HEFA positions and 19 closed out — a net gain of 31 holders — while 85 added to existing stakes and 81 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $371M. The largest seller was United Capital Financial Advisors, cutting an estimated $134M.
- 260 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2023, up from 231 in Q3 2023.
- Funds reported $3.87B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2023, up 19% quarter-over-quarter.
- 50 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2023 and 19 closed out, a net change of +31 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2023 was Goldman Sachs, an estimated $371M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $134M sold.
Based on aggregated 13F filings for Q4 2023.