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iShares Currency Hedged MSCI EAFE ETF (HEFA) Institutional Ownership

iShares Currency Hedged MSCI EAFE ETF logo
$37.31 +2.48 (+7.12%)
Closing price 05/23/2025 03:59 PM Eastern
Extended Trading
$37.30 0.00 (-0.01%)
As of 05/23/2025 04:04 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)
$667.43M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$351.89M
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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
5/16/2025 Jones Financial Companies Lllp20,290$736K0.0%-69.2%0.010%
5/16/2025 NewEdge Advisors LLC606,227$22M0.1%+394.0%0.284%
5/16/2025 Integrated Wealth Concepts LLC230,833$8.38M0.1%+112.7%0.108%
5/15/2025 Titleist Asset Management LLC117,212$4.25M0.5%-0.9%0.055%
5/15/2025 Baird Financial Group Inc.20,555$746K0.0%+116.0%0.010%
5/15/2025 Vermillion & White Wealth Management Group LLC153,475$5.57M4.0%+3,626.9%0.072%
5/14/2025 Wealth Preservation Advisors LLC39,259$1.43M1.0%N/A0.018%
5/14/2025 SVB Wealth LLC2,250$82K0.0%N/A0.001%
5/14/2025 Ameriprise Financial Inc.5,769,905$209.39M0.1%+121.4%2.702%
5/14/2025 Summit Financial LLC40,786$1.48M0.0%N/A0.019%
5/14/2025 Partners Capital Investment Group LLP6,089,415$220.99M3.7%+168.6%2.852%
5/13/2025 Gen Wealth Partners Inc33,227$1.21M0.5%+268.1%0.016%
5/12/2025 Scissortail Wealth Management LLC113,995$4.14M1.1%N/A0.053%
5/12/2025 JPMorgan Chase & Co.8,743,968$317.32M0.0%+56.1%4.095%
5/12/2025 Zions Bancorporation National Association UT1,860$67K0.0%N/A0.001%
5/9/2025 Commonwealth Retirement Investments LLC11,459$416K0.2%N/A0.005%
5/9/2025 OVERSEA CHINESE BANKING Corp Ltd37,738$1.37M0.0%-15.8%0.018%
5/8/2025 TIAA Trust National Association2,946,662$106.93M0.3%+5.6%1.380%
5/8/2025 Arkadios Wealth Advisors15,454$561K0.0%+34.7%0.007%
5/2/2025 Burns Matteson Capital Management LLC35,922$1.30M0.6%+9.5%0.017%
5/2/2025 OVERSEA CHINESE BANKING Corp Ltd1,369,512$49.70M0.2%+2,956.9%0.641%
5/1/2025 Schechter Investment Advisors LLC5,889$214K0.0%N/A0.003%
5/1/2025 Exchange 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%
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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%
2/28/2025 Park Square Financial Group LLC27,323$949K0.7%N/A0.014%
2/17/2025 Vermillion & White Wealth Management Group LLC4,118$143K0.1%+360.6%0.002%
2/17/2025 Colonial Trust Co SC1,970$68K0.0%-17.9%0.001%
2/17/2025 BOKF NA371,151$12.96M0.2%+31.2%0.192%
2/17/2025 Ameriprise Financial Inc.2,605,566$90.52M0.0%+1.3%1.347%
2/14/2025 Integrated Wealth Concepts LLC108,538$3.77M0.0%-70.0%0.056%
2/13/2025 United Capital Financial Advisors LLC4,277,593$148.65M1.3%-1.2%2.211%
2/13/2025 Keystone Financial Group177,006$6.15M0.6%N/A0.091%
2/13/2025 Colonial Trust Advisors7,558$263K0.0%-5.0%0.004%
2/13/2025 Canopy Partners LLC11,970$416K0.2%-2.5%0.006%
2/13/2025 Titleist Asset Management LLC118,270$4.11M0.5%+3.1%0.061%
2/12/2025 OLD Mission Capital LLC7,392$257K0.0%-97.6%0.004%
2/12/2025 JPMorgan Chase & Co.5,602,781$194.70M0.0%+5.1%2.895%
2/11/2025 TIAA Trust National Association2,791,150$96.99M0.3%+141.8%1.442%
2/11/2025 OVERSEA 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%
2/10/2025 EverSource Wealth Advisors LLC1,254$44K0.0%-33.2%0.001%
2/7/2025 VERITY Wealth Advisors81,445$2.83M2.0%+0.5%0.042%
2/7/2025 Dorsey & Whitney Trust CO LLC27,816$967K0.1%+21.9%0.014%
2/6/2025 Synergy Investment Management LLC6,887$239K0.1%N/A0.004%
2/6/2025 Jones 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%
2/4/2025 Exchange 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%
1/31/2025 Partners 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%
1/29/2025 Burns 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%
1/15/2025 Arkadios 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%
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1/6/2025 Burkett Financial Services LLC29,784$1.04M0.4%+1.2%0.015%
12/26/2024 JPMorgan Chase & Co.5,333,125$188.90M0.0%-32.5%2.756%
11/15/2024 IHT Wealth Management LLC89,974$3.19M0.1%+0.4%0.046%
11/15/2024 Integrated Wealth Concepts LLC362,364$12.84M0.2%-20.3%0.187%
11/14/2024 Flow Traders U.S. LLC663,761$23.51M1.2%N/A0.343%
11/14/2024 Icon 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%
11/12/2024 Canopy Partners LLC12,280$435K0.2%N/A0.006%
11/12/2024 Icon 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%
(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, 92 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 HEFA's institutional investors.

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

Of the 80 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: 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 26,467,804 shares in the last 24 months. This purchase volume represents approximately $921.78M in transactions.

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

Of the 40 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 12,639,235 shares in the last 24 months. This volume of shares sold represents approximately $433.77M in transactions.



This page (BATS:HEFA) was last updated on 5/24/2025 by MarketBeat.com Staff
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