iShares Currency Hedged MSCI EAFE ETF
HEFA
466 hedge funds and large institutions have $6.45B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 140 increasing their positions, 189 reducing their positions, and 31 closing their positions.
197% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 31
25% more funds holding in top 10
Funds holding in top 10: 16 → 20 (+4)
14% more funds holding
Funds holding: 410 → 466 (+56)
2% more capital invested
Capital invested by funds: $6.34B → $6.45B (+$109M)
1.18% less ownership
Funds ownership: 99.51% → 98.32% (-1.2%)
26% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 189
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$90.4M |
| 2 |
LA
LVW Advisors
Pittsford,
New York
|
+$50.4M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$44.2M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$42.7M |
| 5 |
Goldman Sachs
New York
|
+$39.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$246M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$47.4M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$36.7M |
| 4 |
LPL Financial
San Diego,
California
|
-$34.7M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$30.5M |
HEFA Hedge Fund Activity: Q2 2024 in Review
466 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2024, worth a combined $6.45B — up 1.7% from $6.34B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new HEFA positions and 31 closed out — a net gain of 61 holders — while 140 added to existing stakes and 189 trimmed.
The largest buyer was Partners Capital Investment Group, adding an estimated $90.4M. The largest seller was Envestnet Asset Management, cutting an estimated $246M.
- 466 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2024, up from 410 in Q1 2024.
- Funds reported $6.45B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2024, up 1.7% quarter-over-quarter.
- 92 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2024 and 31 closed out, a net change of +61 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2024 was Partners Capital Investment Group, an estimated $90.4M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $246M sold.
Based on aggregated 13F filings for Q2 2024.