iShares Currency Hedged MSCI EAFE ETF
HEFA
410 hedge funds and large institutions have $6.34B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 144 increasing their positions, 56 reducing their positions, and 19 closing their positions.
800% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 19
157% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 56
68% more capital invested
Capital invested by funds: $3.78B → $6.34B (+$2.55B)
58% more funds holding
Funds holding: 260 → 410 (+150)
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
0.74% more ownership
Funds ownership: 98.76% → 99.51% (+0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$706M |
| 2 |
LPL Financial
San Diego,
California
|
+$156M |
| 3 |
JP Morgan Chase
New York
|
+$136M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$105M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$88.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$206M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$62M |
| 3 |
HMH
Hackensack Meridian Health
Edison,
New Jersey
|
-$30M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$19.1M |
| 5 |
AWC
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
-$8.51M |
HEFA Hedge Fund Activity: Q1 2024 in Review
410 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2024, worth a combined $6.34B — up 68% from $3.78B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new HEFA positions and 19 closed out — a net gain of 152 holders — while 144 added to existing stakes and 56 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $706M. The largest seller was Goldman Sachs, cutting an estimated $206M.
- 410 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2024, up from 260 in Q4 2023.
- Funds reported $6.34B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2024, up 68% quarter-over-quarter.
- 171 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2024 and 19 closed out, a net change of +152 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $706M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2024 was Goldman Sachs, an estimated $206M sold.
Based on aggregated 13F filings for Q1 2024.