Go Pro
→ America’s answer to universal basic income (From Freedom Financial) (Ad)tc pixel Free HEFA Stock Alerts

iShares Currency Hedged MSCI EAFE ETF (HEFA) Institutional Ownership

iShares Currency Hedged MSCI EAFE ETF logo
$46.51 +0.15 (+0.32%)
As of 03:11 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$80.78M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$392.71M
Get HEFA Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Currency Hedged MSCI EAFE ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HEFA Institutional Buying and Selling by Quarter

iShares Currency Hedged MSCI EAFE ETF Major Shareholders & Ownership History

Export
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%
6/3/2026Parallel 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%
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%
NEW LAW: Congress Approves Setup For Digital Dollar? (Ad)

On July 17th, the House passed the GENIUS Act - and at least one prominent Trump ally is raising alarms. Rep. Marjorie Taylor Greene claims the bill contains 'the entire setup, groundwork and infrastructure to move from cash to digital currency.' If the legislation becomes law, the implications for how Americans store and control their money could be significant. There may be a limited window to act before it takes effect.tc pixel

Learn what steps you can take to protect your wealth before this becomes law
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%
1/23/2026 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%
1/21/2026Prime Capital Investment Advisors LLC327,606$13.55M0.2%-7.1%0.194%
1/21/2026Flagship Harbor Advisors LLC10,412$431K0.0%N/A0.006%
1/15/2026 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%
12/23/2025Triumph Capital Management1,243$49K0.0%N/A0.001%
12/9/2025Tudor Investment Corp ET AL9,731$385K0.0%-61.2%0.006%
12/2/2025 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%
11/17/2025Keystone 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%
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%
10/23/2025Strategic 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%
NNVC: FDA = New Momentum Wave! (Ad)

NanoViricides (NYSE: NNVC) just received FDA Orphan Drug Designation for its antiviral NV-387, targeting measles — a disease with no approved antiviral treatment currently on the market. NV-387 is designed as a broad-spectrum antiviral with potential applications across RSV, influenza, coronaviruses, Mpox, and more. With Phase II trials advancing and measles cases resurging globally, NNVC is entering a notable inflection point.tc pixel

See why analysts are taking a closer look at NNVC right now
10/15/2025Future 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%
10/9/2025AdvisorNet 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, 106 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 91 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 ($2.19M), OVERSEA CHINESE BANKING Corp Ltd ($1.32M), Prime Capital Investment Advisors LLC ($1.26M), and Flow Traders U.S. LLC ($1.06M).

Institutional investors have bought a total of 2,072,036 shares in the last 24 months. This purchase volume represents approximately $80.78M in transactions.

Of the 43 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), TIAA Trust National Association ($2.66M), Ameriprise Financial Inc. ($873.19K), Bank of New York Mellon Corp ($599.00K), NewEdge Advisors LLC ($571.71K), Keystone Financial Group ($171K), and Vermillion & White Wealth Management Group LLC ($152.67K).

Institutional investors have sold a total of 10,118,840 shares in the last 24 months. This volume of shares sold represents approximately $392.71M in transactions.


Related Companies

This page (BATS:HEFA) was last updated on 7/22/2026 by MarketBeat.com Staff.
From Our Partners
TSM just handed Trump's secretive AI project $100 billion
Taiwan Semiconductor just committed another $100 billion to U.S. chip manufacturing - on top of $165 billion a...
InvestorPlace | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Elon says “don’t save money.” Is he right?
Robert Kiyosaki, author of Rich Dad Poor Dad, says you don't have to wait for Elon Musk's vision of universal ...
Freedom Financial | Sponsoredtc pixel
Do this before December or regret it
Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monet...
Porter & Company | Sponsoredtc pixel
BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it?
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
What's the Best Way to Lower RMD Taxes?
Once you turn 73, the IRS requires you to take distributions from your IRA, 401(k), and other retirement accou...
SmartAsset | Sponsoredtc pixel
CETX: Where AI, Defense, and Opportunity Collide
Cemtrex (NASDAQ: CETX) has quietly expanded revenue from roughly $45 million to more than $76 million over thr...
Equiscreen | Sponsoredtc pixel