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iShares Currency Hedged MSCI EAFE ETF (HEFA) Institutional Ownership

iShares Currency Hedged MSCI EAFE ETF logo
$46.44 +0.02 (+0.04%)
Closing price 04:10 PM Eastern
Extended Trading
$46.70 +0.27 (+0.57%)
As of 07:30 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)
39
Total
Institutional Inflows
(last 12 months)
$43.48M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$166.95M
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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
10/8/2026Farther Finance Advisors LLC289,601$13.44M0.1%+43.8%0.172%
10/8/2026Valeo Financial Advisors LLC34,822$1.62M0.0%-7.0%0.021%
10/2/2026 CX Institutional403,920$18.74M0.5%+47.3%0.240%
9/17/2026Wellington Altus USA Inc.163,164$7.66M5.0%-6.8%0.097%
8/22/2026Compass Financial Management LLC599$28K0.0%N/A0.000%
8/12/2026Compass Financial Management LLC599$28K0.0%N/A0.000%
7/9/2026Valeo Financial Advisors LLC37,433$1.76M0.0%+1.6%0.022%
7/7/2026Arlington Trust Co LLC1,816$85K0.0%N/A0.001%
7/7/2026CoreCap 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%
6/3/2026Parallel Advisors LLC12,505$531K0.0%+163.3%0.007%
5/29/2026Immaculate Wealth Management LLC27,321$1.16M9.2%N/A0.016%
5/19/2026Arkadios Wealth Advisors17,029$724K0.0%+46.8%0.010%
5/18/2026EverSource Wealth Advisors LLC118,144$5.02M0.2%+49.3%0.070%
5/7/2026Parallel Advisors LLC12,505$531K0.0%+163.3%0.007%
5/7/2026Vision Retirement LLC752$32K0.0%-28.2%0.000%
5/7/2026Crescent Grove Advisors LLC218,230$9.27M0.9%+7.5%0.130%
5/6/2026Cornerstone Planning Group LLC110,171$4.87M0.7%-0.4%0.065%
5/6/2026Bessemer Group Inc.1,186$50K0.0%+39.9%0.001%
5/5/2026Bank of New York Mellon Corp255,080$10.84M0.0%-7.7%0.151%
5/1/2026Osprey Private Wealth LLC30,700$1.31M0.4%-11.4%0.018%
4/28/2026Ascentis Independent Advisors49,439$2.10M0.2%+21.8%0.029%
4/22/2026Janney Montgomery Scott LLC77,945$3.31M0.0%-1.4%0.046%
4/21/2026MRWM Advisors LLC35,783$1.52M0.8%-3.2%0.021%
4/17/2026AdvisorNet 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%
2/16/2026Icon Wealth Advisors LLC15,558$644K0.0%-4.4%0.009%
2/13/2026Arkadios Wealth Advisors11,602$480K0.0%+5.0%0.007%
2/13/2026Integrated Wealth Concepts LLC23,378$967K0.0%-55.8%0.014%
2/13/2026Golden State Wealth Management LLC7,295$302K0.0%-22.7%0.004%
2/12/2026Mosley Wealth Management5,758$235K0.1%N/A0.003%
2/11/2026Janney Montgomery Scott LLC79,066$3.27M0.0%+0.6%0.047%
2/11/2026TIAA 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%
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2/11/2026Crescent 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%
2/6/2026EverSource Wealth Advisors LLC79,142$3.27M0.1%+304.0%0.047%
2/5/2026Park 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%
2/4/2026Osprey Private Wealth LLC34,655$1.43M0.4%N/A0.021%
2/3/2026BOKF 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%
2/2/2026Cornerstone Planning Group LLC110,655$4.71M0.7%+4.8%0.066%
1/30/2026Strategic Blueprint LLC16,208$670K0.0%-32.1%0.010%
1/26/2026Private Trust Co. NA670$28K0.0%+135.9%0.000%
1/23/2026Farther Finance Advisors LLC222,781$9.21M0.1%+3.1%0.132%
1/23/2026Fifth Third Securities Inc.21,808$902K0.1%+33.1%0.013%
1/21/2026Prime Capital Investment Advisors LLC327,606$13.55M0.2%-7.1%0.194%
1/21/2026Flagship Harbor Advisors LLC10,412$431K0.0%N/A0.006%
1/15/2026Burns Matteson Capital Management LLC91,148$3.77M1.1%+3.1%0.054%
1/14/2026Nova Wealth Management Inc.25,417$1.05M0.7%+52.3%0.015%
1/13/2026CoreCap Advisors LLC4,090$169K0.0%-13.6%0.002%
1/7/2026VERITY 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%
12/23/2025Triumph Capital Management1,243$49K0.0%N/A0.001%
12/9/2025Tudor Investment Corp ET AL9,731$385K0.0%-61.2%0.006%
12/2/2025IFP 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%
11/17/2025Keystone Financial Group9,246$366K0.0%-94.9%0.005%
11/17/2025NewEdge Advisors LLC45,135$1.79M0.0%-68.0%0.027%
11/17/2025Triumph 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%
11/13/2025BOKF NA428,583$16.98M0.3%+2.7%0.254%
11/12/2025Park Square Financial Group LLC8,004$317K1.4%-48.8%0.005%
11/12/2025TIAA 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%
11/10/2025EverSource 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%
11/5/2025Prime Capital Investment Advisors LLC352,476$13.96M0.2%-2.3%0.209%
11/4/2025Cornerstone 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%
11/3/2025Golden 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%
10/29/2025Arkadios Wealth Advisors11,047$438K0.0%-5.9%0.007%
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10/23/2025Venturi Wealth Management LLC12,000$475K0.0%+15.3%0.007%
10/23/2025 CX Institutional233,308$9.24M0.3%+511.5%0.138%
10/23/2025Strategic Blueprint LLC23,879$946K0.0%+3.2%0.014%
10/22/2025CoreCap Advisors LLC4,732$187K0.0%-5.5%0.003%
10/17/2025VERITY Wealth Advisors72,104$2.86M1.8%+0.8%0.043%
10/16/2025Burns Matteson Capital Management LLC88,391$3.50M1.2%+40.1%0.052%
10/15/2025Future Financial Wealth Managment LLC114,076$4.52M2.8%+2.1%0.068%
10/14/2025Farther Finance Advisors LLC216,109$8.56M0.1%-20.1%0.128%
10/10/2025Fifth Third Securities Inc.16,380$649K0.0%+21.9%0.010%
10/9/2025AdvisorNet Financial Inc73,503$2.91M0.2%-30.1%0.044%


HEFA Institutional Ownership - Frequently Asked Questions

During the previous two years, 102 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), CX Institutional ($18.74M), BOKF NA ($18.20M), and Flow Traders U.S. LLC ($15.60M).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 1,040,698 shares in the last 24 months. This purchase volume represents approximately $43.48M in transactions.

Of the 34 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. ($1.92M), Ameriprise Financial Inc. ($873.19K), TIAA Trust National Association ($645.29K), Keystone Financial Group ($171K), United Capital Financial Advisors LLC ($107.52K), NewEdge Advisors LLC ($106.68K), and Vermillion & White Wealth Management Group LLC ($74.43K).

Institutional investors have sold a total of 4,168,769 shares in the last 24 months. This volume of shares sold represents approximately $166.95M in transactions.


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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 10/8/2026. New 13F filings are added each quarter as they're published.
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