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iShares Currency Hedged MSCI EAFE ETF (HEFA) Institutional Ownership

iShares Currency Hedged MSCI EAFE ETF logo
$40.64 +2.51 (+6.58%)
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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)
61
Total
Institutional Inflows
(last 12 months)
$640.11M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$630.07M
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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
10/7/2025 Nova Wealth Management Inc.16,685$661K0.5%-3.1%0.010%
9/12/2025Valeo Financial Advisors LLC433,765$16.47M0.4%-10.2%0.257%
8/15/2025IHT Wealth Management LLC84,876$3.22M0.1%-5.4%0.050%
8/15/2025Ameriprise Financial Inc.6,618,320$251.24M0.1%+14.7%3.928%
8/14/2025NewEdge Advisors LLC141,189$5.36M0.0%-76.7%0.084%
8/13/2025Flow Traders U.S. LLC396,139$15.04M0.6%N/A0.235%
8/13/2025EverSource Wealth Advisors LLC954$36K0.0%-77.5%0.001%
8/13/2025Colonial Trust Advisors5,358$203K0.0%-29.1%0.003%
8/13/2025Vermillion & White Wealth Management Group LLC75,231$2.86M1.9%-51.0%0.045%
8/12/2025Titleist Asset Management LLC116,593$4.43M0.4%-0.5%0.069%
8/12/2025JPMorgan Chase & Co.6,275,245$238.21M0.0%-28.2%3.724%
8/11/2025Synergy Investment Management LLC7,846$298K0.2%-81.2%0.005%
8/11/2025Western Wealth Management LLC9,674$367K0.0%-17.4%0.006%
8/6/2025Golden State Wealth Management LLC10,430$396K0.0%+38.2%0.006%
8/6/2025First Horizon Advisors Inc.4,586$174K0.0%-90.7%0.003%
8/5/2025Bank of New York Mellon Corp272,952$10.36M0.0%-67.9%0.162%
8/5/2025TIAA Trust National Association936,302$35.54M0.1%-68.2%0.556%
8/4/2025Creative Financial Designs Inc. ADV1,113$42K0.0%-80.4%0.001%
8/4/2025Arkadios Wealth Advisors11,736$446K0.0%-24.1%0.007%
7/30/2025Strategic Blueprint LLC23,146$879K0.0%-75.3%0.014%
7/29/2025Private Trust Co. NA4,568$173K0.0%-7.1%0.003%
7/23/2025Kingswood Wealth Advisors LLC5,450$207K0.0%-17.5%0.003%
7/23/2025Prime Capital Investment Advisors LLC360,693$13.69M0.2%-23.6%0.214%
7/22/2025Valeo Financial Advisors LLC433,765$16.47M0.1%-10.2%0.257%
7/21/2025Future Financial Wealth Managment LLC111,784$4.24M2.9%-3.9%0.066%
7/21/2025Exchange Capital Management Inc.325,525$12.36M1.8%+5.3%0.193%
7/17/2025Fifth Third Securities Inc.13,434$510K0.0%N/A0.008%
7/17/2025Moody Lynn & Lieberson LLC5,300$201K0.0%N/A0.003%
7/16/2025CX Institutional38,154$1.45M0.1%-95.5%0.023%
7/15/2025Forte Capital LLC ADV20,808$790K0.1%+6.1%0.012%
7/14/2025AdvisorNet Financial Inc105,203$3.99M0.3%-3.8%0.062%
7/11/2025Farther Finance Advisors LLC270,423$10.27M0.2%-27.0%0.160%
7/11/2025CX Institutional38,154$1.45M0.1%-95.5%0.023%
7/10/2025Western Pacific Wealth Management LP1,417$54K0.1%N/A0.001%
7/8/2025Parallel Advisors LLC4,750$180K0.0%-13.9%0.003%
7/7/2025 Nova Wealth Management Inc.17,221$654K0.5%+17.4%0.010%
7/1/2025Burkett 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%
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%
4/11/2025Burkett 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%
(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, 91 institutional investors and hedge funds held shares of iShares Currency Hedged MSCI EAFE ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($251.24M), JPMorgan Chase & Co. ($238.21M), Partners Capital Investment Group LLP ($220.99M), United Capital Financial Advisors LLC ($148.65M), TIAA Trust National Association ($35.54M), Valeo Financial Advisors LLC ($16.47M), and Flow Traders U.S. LLC ($15.04M).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: Ameriprise Financial Inc. ($4.05M), Partners Capital Investment Group LLP ($3.82M), TIAA Trust National Association ($3.68M), JPMorgan Chase & Co. ($3.41M), Prime Capital Investment Advisors LLC ($1.97M), Bank of New York Mellon Corp ($1.37M), and OVERSEA CHINESE BANKING Corp Ltd ($1.32M).

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

Institutional investors have bought a total of 17,689,378 shares in the last 24 months. This purchase volume represents approximately $640.11M in transactions.

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

Of the 45 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: JPMorgan Chase & Co. ($5.04M), Partners Capital Investment Group LLP ($2.64M), Bank of New York Mellon Corp ($2.25M), TIAA Trust National Association ($2.01M), CX Institutional ($2.00M), Janney Montgomery Scott LLC ($754.20K), and NewEdge Advisors LLC ($465.04K).

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

Institutional investors have sold a total of 17,337,385 shares in the last 24 months. This volume of shares sold represents approximately $630.07M in transactions.


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This page (BATS:HEFA) was last updated on 10/9/2025 by MarketBeat.com Staff
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