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iShares Currency Hedged MSCI EAFE ETF (HEFA) Institutional Ownership

iShares Currency Hedged MSCI EAFE ETF logo
$37.52 +2.69 (+7.71%)
As of 07/3/2025 01:28 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$667.27M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$351.91M
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HEFA Institutional Buying and Selling by Quarter

iShares Currency Hedged MSCI EAFE ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2025 Burkett Financial Services LLC27,925$1.06M0.4%-4.2%0.016%
5/29/2025Nova Wealth Management Inc.14,667$532K0.5%-21.9%0.007%
5/16/2025Jones Financial Companies Lllp20,290$736K0.0%-69.2%0.010%
5/16/2025NewEdge Advisors LLC606,227$22M0.1%+394.0%0.284%
5/16/2025Integrated Wealth Concepts LLC230,833$8.38M0.1%+112.7%0.108%
5/15/2025Titleist Asset Management LLC117,212$4.25M0.5%-0.9%0.055%
5/15/2025Baird Financial Group Inc.20,555$746K0.0%+116.0%0.010%
5/15/2025Vermillion & White Wealth Management Group LLC153,475$5.57M4.0%+3,626.9%0.072%
5/14/2025Wealth Preservation Advisors LLC39,259$1.43M1.0%N/A0.018%
5/14/2025SVB Wealth LLC2,250$82K0.0%N/A0.001%
5/14/2025Ameriprise Financial Inc.5,769,905$209.39M0.1%+121.4%2.702%
5/14/2025Summit Financial LLC40,786$1.48M0.0%N/A0.019%
5/14/2025Partners Capital Investment Group LLP6,089,415$220.99M3.7%+168.6%2.852%
5/13/2025Gen Wealth Partners Inc33,227$1.21M0.5%+268.1%0.016%
5/12/2025Scissortail Wealth Management LLC113,995$4.14M1.1%N/A0.053%
5/12/2025JPMorgan Chase & Co.8,743,968$317.32M0.0%+56.1%4.095%
5/12/2025Zions Bancorporation National Association UT1,860$67K0.0%N/A0.001%
5/9/2025Commonwealth Retirement Investments LLC11,459$416K0.2%N/A0.005%
5/9/2025OVERSEA CHINESE BANKING Corp Ltd37,738$1.37M0.0%-15.8%0.018%
5/8/2025TIAA Trust National Association2,946,662$106.93M0.3%+5.6%1.380%
5/8/2025Arkadios Wealth Advisors15,454$561K0.0%+34.7%0.007%
5/2/2025Burns Matteson Capital Management LLC35,922$1.30M0.6%+9.5%0.017%
5/2/2025OVERSEA CHINESE BANKING Corp Ltd1,369,512$49.70M0.2%+2,956.9%0.641%
5/1/2025Schechter Investment Advisors LLC5,889$214K0.0%N/A0.003%
5/1/2025Exchange Capital Management Inc.309,169$11.22M1.8%+1.1%0.145%
4/30/2025Cornerstone Planning Group LLC101,113$3.57M0.9%+0.4%0.047%
4/30/2025Valeo Financial Advisors LLC482,788$17.52M0.4%-1.4%0.226%
4/30/2025Synergy Investment Management LLC41,816$1.52M0.6%+507.2%0.020%
4/29/2025Bank of New York Mellon Corp850,625$30.87M0.0%+199.8%0.398%
4/29/2025Strategic Blueprint LLC93,864$3.41M0.2%-45.4%0.044%
4/28/2025Rosenberg Matthew Hamilton744$27K0.0%-39.0%0.000%
4/28/2025First Horizon Advisors Inc.49,288$1.79M0.1%+1,063.8%0.023%
4/28/2025Private Trust Co. NA4,917$178K0.0%+38.7%0.002%
4/25/2025Richardson Capital Management LLC7,053$256K0.2%+47.4%0.003%
4/24/2025Golden State Wealth Management LLC7,545$274K0.0%+236.7%0.004%
4/23/2025Western Wealth Management LLC11,707$425K0.0%+18.1%0.006%
4/23/2025Creative Financial Designs Inc. ADV5,674$206K0.0%+236.7%0.003%
4/23/2025Golden State Wealth Management LLC15,636$568K0.0%+597.7%0.007%
4/22/2025VERITY Wealth Advisors71,565$2.60M1.9%-12.1%0.034%
4/21/2025ORG Partners LLC1,404$51K0.0%+111.1%0.001%
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4/16/2025Twin Peaks Wealth Advisors LLC25,045$862K0.4%N/A0.012%
4/15/2025CX Institutional843,256$30.60M1.2%-31.6%0.396%
4/14/2025Farther Finance Advisors LLC370,300$13.46M0.3%+18.8%0.174%
4/11/2025 Burkett Financial Services LLC29,148$1.06M0.4%-2.1%0.014%
4/9/2025NBC Securities Inc.1,713$62K0.0%+171,200.0%0.001%
4/9/2025Future Financial Wealth Managment LLC116,328$4.22M3.1%+3.3%0.055%
4/8/2025Global Financial Private Client LLC1,251$45K0.0%N/A0.001%
4/8/2025Parallel Advisors LLC5,518$200K0.0%+18.4%0.003%
4/7/2025AdvisorNet Financial Inc109,330$3.97M0.3%+2.9%0.052%
2/28/2025Park Square Financial Group LLC27,323$949K0.7%N/A0.014%
2/17/2025Vermillion & White Wealth Management Group LLC4,118$143K0.1%+360.6%0.002%
2/17/2025Colonial Trust Co SC1,970$68K0.0%-17.9%0.001%
2/17/2025BOKF NA371,151$12.96M0.2%+31.2%0.192%
2/17/2025Ameriprise Financial Inc.2,605,566$90.52M0.0%+1.3%1.347%
2/14/2025Integrated Wealth Concepts LLC108,538$3.77M0.0%-70.0%0.056%
2/13/2025United Capital Financial Advisors LLC4,277,593$148.65M1.3%-1.2%2.211%
2/13/2025Keystone Financial Group177,006$6.15M0.6%N/A0.091%
2/13/2025Colonial Trust Advisors7,558$263K0.0%-5.0%0.004%
2/13/2025Canopy Partners LLC11,970$416K0.2%-2.5%0.006%
2/13/2025Titleist Asset Management LLC118,270$4.11M0.5%+3.1%0.061%
2/12/2025OLD Mission Capital LLC7,392$257K0.0%-97.6%0.004%
2/12/2025JPMorgan Chase & Co.5,602,781$194.70M0.0%+5.1%2.895%
2/11/2025TIAA Trust National Association2,791,150$96.99M0.3%+141.8%1.442%
2/11/2025OVERSEA CHINESE BANKING Corp Ltd44,800$1.56M0.0%-18.5%0.023%
2/10/2025Creative Financial Designs Inc. ADV1,685$59K0.0%-51.5%0.001%
2/10/2025Farther Finance Advisors LLC311,605$10.83M0.4%-5.9%0.161%
2/10/2025EverSource Wealth Advisors LLC1,254$44K0.0%-33.2%0.001%
2/7/2025VERITY Wealth Advisors81,445$2.83M2.0%+0.5%0.042%
2/7/2025Dorsey & Whitney Trust CO LLC27,816$967K0.1%+21.9%0.014%
2/6/2025Synergy Investment Management LLC6,887$239K0.1%N/A0.004%
2/6/2025Jones Financial Companies Lllp65,861$2.29M0.0%+21.8%0.034%
2/5/2025Noble Wealth Management PBC1,500$52K0.0%N/A0.001%
2/5/2025WR Wealth Planners LLC2,267$79K0.0%-64.9%0.001%
2/5/2025Private Trust Co. NA3,546$123K0.0%+25.5%0.002%
2/4/2025Exchange Capital Management Inc.305,939$10.63M1.7%+0.9%0.158%
2/4/2025Bank of New York Mellon Corp283,691$9.86M0.0%-85.5%0.147%
2/4/2025Richardson Capital Management LLC4,786$166K0.1%+409.1%0.002%
2/3/2025First Horizon Advisors Inc.4,235$147K0.0%-7.5%0.002%
1/31/2025Partners Capital Investment Group LLP2,267,240$78.79M2.2%-53.8%1.172%
1/31/2025Sierra Ocean LLC6,848$238K0.2%N/A0.004%
1/29/2025Collier Financial741$26K0.0%N/A0.000%
1/29/2025Cornerstone Planning Group LLC100,673$3.63M0.9%+1.3%0.052%
1/29/2025Burns Matteson Capital Management LLC32,811$1.14M0.6%+7.5%0.017%
1/28/2025Golden State Wealth Management LLC2,241$78K0.0%N/A0.001%
1/23/2025Strategic Blueprint LLC171,813$5.97M0.4%-9.7%0.089%
1/22/2025Kingswood Wealth Advisors LLC6,320$220K0.0%N/A0.003%
1/17/2025Janney Montgomery Scott LLC107,114$3.72M0.0%-2.1%0.055%
1/17/2025Park Place Capital Corp1,976$69K0.0%-35.4%0.001%
1/15/2025Arkadios Wealth Advisors11,473$399K0.0%-9.3%0.006%
1/14/2025Rosenberg Matthew Hamilton1,220$42K0.0%N/A0.001%
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1/13/2025AdvisorNet Financial Inc106,208$3.69M0.3%+12.6%0.055%
1/13/2025Future Financial Wealth Managment LLC112,651$3.92M2.9%+6.0%0.058%
1/6/2025 Burkett Financial Services LLC29,784$1.04M0.4%+1.2%0.015%
12/26/2024JPMorgan Chase & Co.5,333,125$188.90M0.0%-32.5%2.756%
11/15/2024IHT Wealth Management LLC89,974$3.19M0.1%+0.4%0.046%
11/15/2024Integrated Wealth Concepts LLC362,364$12.84M0.2%-20.3%0.187%
11/14/2024Flow Traders U.S. LLC663,761$23.51M1.2%N/A0.343%
11/14/2024Icon Wealth Advisors LLC35,369$1.25M0.1%-78.9%0.018%
11/13/2024Private Trust Co. NA2,825$100K0.0%-49.5%0.001%
11/12/2024Canopy Partners LLC12,280$435K0.2%N/A0.006%
(Data available from 1/1/2016 forward)

HEFA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEFA shares?

During the previous two years, 93 institutional investors and hedge funds held shares of iShares Currency Hedged MSCI EAFE ETF. The most heavily invested institutionals were United Capital Financial Advisers LLC ($326.03M), JPMorgan Chase & Co. ($317.32M), Partners Capital Investment Group LLP ($220.99M), Ameriprise Financial Inc. ($209.39M), United Capital Financial Advisors LLC ($148.65M), TIAA Trust National Association ($106.93M), and Prime Capital Investment Advisors LLC ($64.83M).Learn more on iShares Currency Hedged MSCI EAFE ETF's institutional investors.

Which institutional investors have been buying iShares Currency Hedged MSCI EAFE ETF's stock?

Of the 80 institutional investors that purchased iShares Currency Hedged MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Partners Capital Investment Group LLP ($5.64M), TIAA Trust National Association ($3.68M), JPMorgan Chase & Co. ($3.41M), Ameriprise Financial Inc. ($3.20M), Prime Capital Investment Advisors LLC ($1.97M), Bank of New York Mellon Corp ($1.37M), and Janney Montgomery Scott LLC ($1.34M).

How much institutional buying is happening at iShares Currency Hedged MSCI EAFE ETF?

Institutional investors have bought a total of 18,540,293 shares in the last 24 months. This purchase volume represents approximately $667.27M in transactions.

Which of iShares Currency Hedged MSCI EAFE ETF's major shareholders have been selling company stock?

Of the 38 institutional investors that sold iShares Currency Hedged MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Partners Capital Investment Group LLP ($2.64M), JPMorgan Chase & Co. ($2.57M), Bank of New York Mellon Corp ($2.04M), Janney Montgomery Scott LLC ($754.20K), CX Institutional ($390.43K), Integrated Wealth Concepts LLC ($346.09K), and OLD Mission Capital LLC ($302.62K).

How much institutional selling is happening at iShares Currency Hedged MSCI EAFE ETF?

Institutional investors have sold a total of 10,034,123 shares in the last 24 months. This volume of shares sold represents approximately $351.91M in transactions.


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This page (BATS:HEFA) was last updated on 7/6/2025 by MarketBeat.com Staff
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