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iShares Currency Hedged MSCI EAFE ETF (HEFA) Institutional Ownership

iShares Currency Hedged MSCI EAFE ETF logo
$47.56 -0.01 (-0.02%)
As of 04:10 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)
40
Total
Institutional Inflows
(last 12 months)
$80.67M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$284.14M
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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
7/9/2026 Valeo Financial Advisors LLC37,433$1.76M0.0%+1.6%0.022%
7/7/2026 Arlington Trust Co LLC1,816$85K0.0%N/A0.001%
7/7/2026 CoreCap Advisors LLC3,227$151K0.0%-16.8%0.002%
7/2/2026 Burkett Financial Services LLC25,808$1.21M0.4%-2.7%0.015%
7/2/2026 CX Institutional274,278$12.87M0.4%+0.3%0.163%
6/3/2026 Parallel Advisors LLC12,505$531K0.0%+163.3%0.007%
5/29/2026 Immaculate Wealth Management LLC27,321$1.16M9.2%N/A0.016%
5/19/2026 Arkadios Wealth Advisors17,029$724K0.0%+46.8%0.010%
5/18/2026 EverSource Wealth Advisors LLC118,144$5.02M0.2%+49.3%0.070%
5/7/2026 Parallel Advisors LLC12,505$531K0.0%+163.3%0.007%
5/7/2026 Vision Retirement LLC752$32K0.0%-28.2%0.000%
5/7/2026 Crescent Grove Advisors LLC218,230$9.27M0.9%+7.5%0.130%
5/6/2026 Cornerstone Planning Group LLC110,171$4.87M0.7%-0.4%0.065%
5/6/2026Bessemer Group Inc.1,186$50K0.0%+39.9%0.001%
5/5/2026 Bank of New York Mellon Corp255,080$10.84M0.0%-7.7%0.151%
5/1/2026 Osprey Private Wealth LLC30,700$1.31M0.4%-11.4%0.018%
4/28/2026 Ascentis Independent Advisors49,439$2.10M0.2%+21.8%0.029%
4/22/2026 Janney Montgomery Scott LLC77,945$3.31M0.0%-1.4%0.046%
4/21/2026 MRWM Advisors LLC35,783$1.52M0.8%-3.2%0.021%
4/17/2026 AdvisorNet Financial Inc68,543$2.91M0.2%-3.4%0.041%
2/20/2026Sunbelt Securities Inc.1,206$50K0.0%-38.0%0.001%
2/18/2026NewEdge Advisors LLC34,514$1.43M0.0%-23.5%0.020%
2/18/2026Tudor Investment Corp ET AL24,932$1.03M0.0%+156.2%0.015%
2/18/2026IHT Wealth Management LLC83,644$3.46M0.1%+1.4%0.050%
2/17/2026Advisory Services Network LLC43,067$1.78M0.0%+2.7%0.026%
2/17/2026Captrust Financial Advisors7,775$322K0.0%+4.5%0.005%
2/16/2026 Icon Wealth Advisors LLC15,558$644K0.0%-4.4%0.009%
2/13/2026 Arkadios Wealth Advisors11,602$480K0.0%+5.0%0.007%
2/13/2026Integrated Wealth Concepts LLC23,378$967K0.0%-55.8%0.014%
2/13/2026 Golden State Wealth Management LLC7,295$302K0.0%-22.7%0.004%
2/12/2026 Mosley Wealth Management5,758$235K0.1%N/A0.003%
2/11/2026 Janney Montgomery Scott LLC79,066$3.27M0.0%+0.6%0.047%
2/11/2026 TIAA Trust National Association291,014$12.04M0.0%-28.9%0.173%
2/11/2026JPMorgan Chase & Co.4,358,608$180.27M0.0%-14.0%2.587%
2/11/2026 Crescent Grove Advisors LLC202,951$8.39M0.8%+28.5%0.120%
2/10/2026Thoroughbred Financial Services LLC97,209$4.02M0.2%-2.9%0.058%
2/6/2026 EverSource Wealth Advisors LLC79,142$3.27M0.1%+304.0%0.047%
2/5/2026 Park Square Financial Group LLC6,443$266K1.4%-19.5%0.004%
2/5/2026Western Wealth Management LLC10,668$441K0.0%+8.7%0.006%
2/4/2026Hirtle Callaghan & Co LLC24,199$1.00M0.0%N/A0.014%
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2/4/2026 Osprey Private Wealth LLC34,655$1.43M0.4%N/A0.021%
2/3/2026 BOKF NA440,088$18.20M0.3%+2.7%0.261%
2/2/2026Millstone Evans Group LLC707$29K0.0%N/A0.000%
2/2/2026 CX Institutional228,028$9.43M0.3%-2.3%0.135%
2/2/2026 Cornerstone Planning Group LLC110,655$4.71M0.7%+4.8%0.066%
1/30/2026 Strategic Blueprint LLC16,208$670K0.0%-32.1%0.010%
1/26/2026 Private Trust Co. NA670$28K0.0%+135.9%0.000%
1/23/2026 Farther Finance Advisors LLC222,781$9.21M0.1%+3.1%0.132%
1/23/2026 Fifth Third Securities Inc.21,808$902K0.1%+33.1%0.013%
1/21/2026 Prime Capital Investment Advisors LLC327,606$13.55M0.2%-7.1%0.194%
1/21/2026 Flagship Harbor Advisors LLC10,412$431K0.0%N/A0.006%
1/15/2026 Burns Matteson Capital Management LLC91,148$3.77M1.1%+3.1%0.054%
1/14/2026 Nova Wealth Management Inc.25,417$1.05M0.7%+52.3%0.015%
1/13/2026 CoreCap Advisors LLC4,090$169K0.0%-13.6%0.002%
1/7/2026 VERITY Wealth Advisors72,685$3.01M1.9%+0.8%0.043%
1/5/2026 Noble Wealth Management PBC750$31K0.0%-50.0%0.000%
1/5/2026 Burkett Financial Services LLC27,414$1.13M0.4%-2.2%0.016%
1/1/2026Tudor Investment Corp ET AL9,731$385K0.0%-61.2%0.006%
12/23/2025 Triumph Capital Management1,243$49K0.0%N/A0.001%
12/9/2025Tudor Investment Corp ET AL9,731$385K0.0%-61.2%0.006%
12/2/2025 IFP Advisors Inc3,935$160K0.0%-75.7%0.002%
11/26/2025Vermillion & White Wealth Management Group LLC804$32K0.0%-98.9%0.000%
11/19/2025Sunbelt Securities Inc.1,944$77K0.0%+5,154.1%0.001%
11/17/2025 Keystone Financial Group9,246$366K0.0%-94.9%0.005%
11/17/2025NewEdge Advisors LLC45,135$1.79M0.0%-68.0%0.027%
11/17/2025 Triumph Capital Management1,243$49K0.0%N/A0.001%
11/17/2025United Capital Financial Advisors LLC3,829,421$151.68M1.1%-2.7%2.273%
11/17/2025Integrated Wealth Concepts LLC52,914$2.10M0.0%-37.1%0.031%
11/17/2025Flow Traders U.S. LLC393,953$15.60M0.6%-0.6%0.234%
11/17/2025Ameriprise Financial Inc.5,745,127$227.67M0.1%-13.2%3.410%
11/13/2025 BOKF NA428,583$16.98M0.3%+2.7%0.254%
11/12/2025 Park Square Financial Group LLC8,004$317K1.4%-48.8%0.005%
11/12/2025 TIAA Trust National Association409,270$16.21M0.0%-56.3%0.243%
11/10/2025Colonial Trust Advisors5,000$198K0.0%-6.7%0.003%
11/10/2025Thoroughbred Financial Services LLC100,077$3.96M0.2%+8.3%0.059%
11/10/2025 EverSource Wealth Advisors LLC19,592$776K0.0%+1,953.7%0.012%
11/7/2025JPMorgan Chase & Co.5,066,641$200.69M0.0%-19.3%3.007%
11/5/2025 Prime Capital Investment Advisors LLC352,476$13.96M0.2%-2.3%0.209%
11/4/2025 Cornerstone Planning Group LLC105,564$4.33M0.5%-1.0%0.063%
11/4/2025Jones Financial Companies Lllp208,246$8.22M0.0%+34.1%0.124%
11/3/2025 Golden State Wealth Management LLC9,435$374K0.0%-9.5%0.006%
11/3/2025GPS Wealth Strategies Group LLC1,127$45K0.0%+241.5%0.001%
10/31/2025Partners Capital Investment Group LLP3,334,727$132.09M5.3%+4.5%1.979%
10/29/2025 Arkadios Wealth Advisors11,047$438K0.0%-5.9%0.007%
10/23/2025 Venturi Wealth Management LLC12,000$475K0.0%+15.3%0.007%
10/23/2025 CX Institutional233,308$9.24M0.3%+511.5%0.138%
10/23/2025 Strategic Blueprint LLC23,879$946K0.0%+3.2%0.014%
10/22/2025 CoreCap Advisors LLC4,732$187K0.0%-5.5%0.003%
10/17/2025 VERITY Wealth Advisors72,104$2.86M1.8%+0.8%0.043%
10/16/2025 Burns Matteson Capital Management LLC88,391$3.50M1.2%+40.1%0.052%
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10/15/2025 Future Financial Wealth Managment LLC114,076$4.52M2.8%+2.1%0.068%
10/14/2025 Farther Finance Advisors LLC216,109$8.56M0.1%-20.1%0.128%
10/10/2025 Fifth Third Securities Inc.16,380$649K0.0%+21.9%0.010%
10/9/2025 AdvisorNet Financial Inc73,503$2.91M0.2%-30.1%0.044%
10/7/2025 Nova Wealth Management Inc.16,685$661K0.5%-3.1%0.010%
9/12/2025 Valeo 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%


HEFA Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 institutional investors and hedge funds held shares of iShares Currency Hedged MSCI EAFE ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($227.67M), JPMorgan Chase & Co. ($180.27M), United Capital Financial Advisors LLC ($151.68M), Partners Capital Investment Group LLP ($132.09M), BOKF NA ($18.20M), Flow Traders U.S. LLC ($15.60M), and Prime Capital Investment Advisors LLC ($13.55M).Learn more on iShares Currency Hedged MSCI EAFE ETF's institutional investors.

Of the 84 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 ($3.97M), JPMorgan Chase & Co. ($3.41M), TIAA Trust National Association ($1.79M), OVERSEA CHINESE BANKING Corp Ltd ($1.32M), Flow Traders U.S. LLC ($1.06M), and Bank of New York Mellon Corp ($566.93K).

Institutional investors have bought a total of 2,069,151 shares in the last 24 months. This purchase volume represents approximately $80.67M in transactions.

Of the 37 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. ($4.39M), Ameriprise Financial Inc. ($873.19K), TIAA Trust National Association ($645.29K), NewEdge Advisors LLC ($571.71K), Keystone Financial Group ($171K), Vermillion & White Wealth Management Group LLC ($152.67K), and United Capital Financial Advisors LLC ($107.52K).

Institutional investors have sold a total of 7,258,346 shares in the last 24 months. This volume of shares sold represents approximately $284.14M in transactions.


Related Companies

Institutional ownership data for BATS:HEFA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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