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iShares Currency Hedged MSCI EAFE ETF
HEFA

429 hedge funds and large institutions have $5B invested in iShares Currency Hedged MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 154 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 38

29% more funds holding in top 10

Funds holding in top 10: 17 → 22 (+5)

17% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 132

9% more funds holding

Funds holding: 395 → 429 (+34)

1.28% more ownership

Funds ownership: 90.46% → 91.74% (+1.3%)

1% more capital invested

Capital invested by funds: $4.95B → $5B (+$52.6M)

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
5.65%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.29%
New
82
Increased
154
Reduced
132
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
+$157M
2
Goldman Sachs
Goldman Sachs
New York
+$121M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$57.7M
4
CI
CX Institutional
Indiana
+$36.8M
5
LPL Financial
LPL Financial
California
+$18.3M

Top Sellers

1
PCIG
Partners Capital Investment Group
Massachusetts
-$92.9M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$64.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$58.7M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$42.3M
5
Comerica Bank
Comerica Bank
Texas
-$42.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.75B +$121M +3,447,014 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$256M +$1.96M +55,665 +0.8%
JP Morgan Chase
3
JP Morgan Chase
New York
$195M +$9.5M +269,656 +5%
CCM
4
Coldstream Capital Management
Washington
$179M +$12M +341,748 +7%
DWM
5
Dynasty Wealth Management
Florida
$155M +$157M +4,461,629 New
QWP
6
Quotient Wealth Partners
Texas
$153M +$7M +198,606 +5%
UCFA
7
United Capital Financial Advisors
Texas
$149M -$1.78M -50,527 -1%
LPL Financial
8
LPL Financial
California
$113M +$18.3M +519,367 +19%
Bank of America
9
Bank of America
North Carolina
$102M +$509K +14,455 +0.5%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$97M +$57.7M +1,637,004 +142%
Morgan Stanley
11
Morgan Stanley
New York
$92.1M -$5.74M -163,027 -6%
Ameriprise
12
Ameriprise
Minnesota
$90.5M +$1.21M +34,460 +1%
FIB
13
First Interstate Bank
Montana
$87.3M +$129K +3,664 +0.1%
PCIG
14
Partners Capital Investment Group
Massachusetts
$78.8M -$92.9M -2,638,250 -54%
Northern Trust
15
Northern Trust
Illinois
$71.6M +$12.7M +360,258 +21%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$67.1M +$3.65M +103,687 +6%
Wells Fargo
17
Wells Fargo
California
$66.9M -$4.58M -130,157 -6%
LA
18
LVW Advisors
New York
$59.4M +$828K +23,520 +1%
MML Investors Services
19
MML Investors Services
Massachusetts
$43.8M -$4.98M -141,517 -10%
CI
20
CX Institutional
Indiana
$42.9M +$36.8M +1,045,909 +557%
JPG
21
Jordan Park Group
California
$40M +$3.06M +86,958 +8%
Osaic Holdings
22
Osaic Holdings
Arizona
$38.1M -$6.94M -196,991 -15%
US Bancorp
23
US Bancorp
Minnesota
$32.8M -$828K -23,515 -2%
Raymond James Financial
24
Raymond James Financial
Florida
$32.8M +$33.2M +943,410 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$31.2M -$2.74M -77,859 -8%
1
2 3 4 5

HEFA Hedge Fund Activity: Q4 2024 in Review

429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2024, worth a combined $5B — up 1.1% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new HEFA positions and 38 closed out — a net gain of 44 holders — while 154 added to existing stakes and 132 trimmed.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $157M. The largest seller was Partners Capital Investment Group, cutting an estimated $92.9M.

  • 429 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2024, up from 395 in Q3 2024.
  • Funds reported $5B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 82 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2024 and 38 closed out, a net change of +44 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2024 was Dynasty Wealth Management, an estimated $157M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2024 was Partners Capital Investment Group, an estimated $92.9M sold.

Based on aggregated 13F filings for Q4 2024.