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iShares Currency Hedged MSCI EAFE ETF (HEFA) Institutional Ownership

iShares Currency Hedged MSCI EAFE ETF logo
$36.27 +1.44 (+4.14%)
Closing price 03:59 PM Eastern
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$36.26 -0.01 (-0.02%)
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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)
59
Total
Institutional Inflows
(last 12 months)
$289.47M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$349.94M
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HEFA Institutional Buying and Selling by Quarter

iShares Currency Hedged MSCI EAFE ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/30/2025 Cornerstone Planning Group LLC101,113$3.57M0.9%+0.4%0.047%
4/30/2025 Valeo Financial Advisors LLC482,788$17.52M0.4%-1.4%0.226%
4/30/2025 Synergy Investment Management LLC41,816$1.52M0.6%+507.2%0.020%
4/29/2025 Bank of New York Mellon Corp850,625$30.87M0.0%+199.8%0.398%
4/29/2025 Strategic Blueprint LLC93,864$3.41M0.2%-45.4%0.044%
4/28/2025 Rosenberg Matthew Hamilton744$27K0.0%-39.0%0.000%
4/28/2025 First Horizon Advisors Inc.49,288$1.79M0.1%+1,063.8%0.023%
4/28/2025 Private Trust Co. NA4,917$178K0.0%+38.7%0.002%
4/25/2025 Richardson Capital Management LLC7,053$256K0.2%+47.4%0.003%
4/24/2025 Golden State Wealth Management LLC7,545$274K0.0%+236.7%0.004%
4/23/2025 Western Wealth Management LLC11,707$425K0.0%+18.1%0.006%
4/23/2025 Creative Financial Designs Inc. ADV5,674$206K0.0%+236.7%0.003%
4/23/2025 Golden State Wealth Management LLC15,636$568K0.0%+597.7%0.007%
4/22/2025 VERITY Wealth Advisors71,565$2.60M1.9%-12.1%0.034%
4/21/2025 ORG Partners LLC1,404$51K0.0%+111.1%0.001%
4/16/2025 Twin Peaks Wealth Advisors LLC25,045$862K0.4%N/A0.012%
4/15/2025 CX Institutional843,256$30.60M1.2%-31.6%0.396%
4/14/2025 Farther 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%
4/9/2025 NBC Securities Inc.1,713$62K0.0%+171,200.0%0.001%
4/9/2025 Future Financial Wealth Managment LLC116,328$4.22M3.1%+3.3%0.055%
4/8/2025 Global Financial Private Client LLC1,251$45K0.0%N/A0.001%
4/8/2025 Parallel Advisors LLC5,518$200K0.0%+18.4%0.003%
4/7/2025 AdvisorNet 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%
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2/11/2025OVERSEA CHINESE BANKING Corp Ltd44,800$1.56M0.0%-18.5%0.023%
2/10/2025 Creative Financial Designs Inc. ADV1,685$59K0.0%-51.5%0.001%
2/10/2025 Farther Finance Advisors LLC311,605$10.83M0.4%-5.9%0.161%
2/10/2025EverSource Wealth Advisors LLC1,254$44K0.0%-33.2%0.001%
2/7/2025 VERITY Wealth Advisors81,445$2.83M2.0%+0.5%0.042%
2/7/2025Dorsey & Whitney Trust CO LLC27,816$967K0.1%+21.9%0.014%
2/6/2025 Synergy Investment Management LLC6,887$239K0.1%N/A0.004%
2/6/2025Jones Financial Companies Lllp65,861$2.29M0.0%+21.8%0.034%
2/5/2025 Noble Wealth Management PBC1,500$52K0.0%N/A0.001%
2/5/2025WR Wealth Planners LLC2,267$79K0.0%-64.9%0.001%
2/5/2025 Private 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%
2/4/2025 Bank of New York Mellon Corp283,691$9.86M0.0%-85.5%0.147%
2/4/2025 Richardson Capital Management LLC4,786$166K0.1%+409.1%0.002%
2/3/2025 First 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%
1/31/2025 Sierra Ocean LLC6,848$238K0.2%N/A0.004%
1/29/2025 Collier Financial741$26K0.0%N/A0.000%
1/29/2025 Cornerstone 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%
1/28/2025 Golden State Wealth Management LLC2,241$78K0.0%N/A0.001%
1/23/2025 Strategic Blueprint LLC171,813$5.97M0.4%-9.7%0.089%
1/22/2025 Kingswood Wealth Advisors LLC6,320$220K0.0%N/A0.003%
1/17/2025 Janney Montgomery Scott LLC107,114$3.72M0.0%-2.1%0.055%
1/17/2025 Park Place Capital Corp1,976$69K0.0%-35.4%0.001%
1/15/2025Arkadios Wealth Advisors11,473$399K0.0%-9.3%0.006%
1/14/2025 Rosenberg Matthew Hamilton1,220$42K0.0%N/A0.001%
1/13/2025 AdvisorNet Financial Inc106,208$3.69M0.3%+12.6%0.055%
1/13/2025 Future 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%
11/13/2024 Private Trust Co. NA2,825$100K0.0%-49.5%0.001%
11/12/2024Canopy Partners LLC12,280$435K0.2%N/A0.006%
11/12/2024Icon Wealth Advisors LLC4,556$161K0.0%-97.3%0.002%
11/8/2024 First Horizon Advisors Inc.4,580$162K0.0%-89.4%0.002%
11/7/2024Tidemark LLC1,131$40K0.0%-97.5%0.001%
11/7/2024MAI Capital Management61,635$2.18M0.0%+10.5%0.032%
11/6/2024 Cornerstone Planning Group LLC99,342$3.51M0.8%+1.6%0.051%
11/5/2024Prime Capital Investment Advisors LLC1,830,335$64.83M0.9%-1.3%0.946%
11/5/2024OVERSEA CHINESE BANKING Corp Ltd54,978$1.95M0.1%-14.2%0.028%
11/4/2024Liberty Wealth Management LLC92,980$3.29M0.6%-55.6%0.048%
11/2/2024ESL Trust Services LLC935$33K0.0%N/A0.000%
10/29/2024 Janney Montgomery Scott LLC109,375$3.87M0.0%-87.3%0.057%
10/29/2024 Farther Finance Advisors LLC331,230$11.73M0.4%-12.3%0.171%
10/28/2024 Creative Financial Designs Inc. ADV3,477$123K0.0%-73.3%0.002%
10/25/2024 Strategic Blueprint LLC190,172$6.74M0.4%-23.9%0.098%
How to invest in Elon Musk’s Optimus before its launch (Ad)

Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that Elon Musk himself believes "will be the biggest product ever of any kind". One well-connected Silicon Valley insider has uncovered a way for anybody to claim a stake in Optimus with as little as $100. All you'll need is a regular brokerage account.

10/24/2024Bay Harbor Wealth Management LLC1,498$53K0.0%-97.1%0.001%
10/24/2024Arkadios Wealth Advisors12,648$448K0.0%-14.3%0.007%
10/23/2024 Merkkuri Wealth Advisors LLC18,836$667K0.5%-17.6%0.010%
10/21/2024Whittier Trust Co.3,099$110K0.0%-10.4%0.002%
10/15/2024 NBC Securities Inc.1,713$60K0.0%+32.8%0.001%
10/10/2024Burns Matteson Capital Management LLC30,513$1.08M0.5%+31.3%0.016%
10/10/2024 Valeo Financial Advisors LLC489,540$17.34M0.5%+0.3%0.253%
10/8/2024 Burkett Financial Services LLC29,429$1.04M0.4%-1.0%0.015%
10/8/2024 First PREMIER Bank1,782$63K0.0%N/A0.001%
10/8/2024 Future Financial Wealth Managment LLC106,318$3.77M2.7%+7.2%0.055%
(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, 87 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. ($194.70M), United Capital Financial Advisors LLC ($148.65M), TIAA Trust National Association ($96.99M), Ameriprise Financial Inc. ($90.52M), Partners Capital Investment Group LLP ($78.79M), and Prime Capital Investment Advisors LLC ($64.83M).Learn more on HEFA's institutional investors.

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

Of the 71 institutional investors that purchased iShares Currency Hedged MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($3.53M), Prime Capital Investment Advisors LLC ($1.97M), Partners Capital Investment Group LLP ($1.82M), Bank of New York Mellon Corp ($1.38M), Janney Montgomery Scott LLC ($1.34M), Flow Traders U.S. LLC ($1.00M), and United Capital Financial Advisers LLC ($481.93K).

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

Institutional investors have bought a total of 14,389,118 shares in the last 24 months. This purchase volume represents approximately $479.35M in transactions.

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

Of the 41 institutional investors that sold iShares Currency Hedged MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Partners Capital Investment Group LLP ($5.01M), JPMorgan Chase & Co. ($2.57M), Bank of New York Mellon Corp ($2.05M), Janney Montgomery Scott LLC ($760.52K), CX Institutional ($544.08K), 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 12,803,345 shares in the last 24 months. This volume of shares sold represents approximately $438.24M in transactions.



This page (BATS:HEFA) was last updated on 5/1/2025 by MarketBeat.com Staff
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