Institutional Ownership Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA). We have compiled data on the 425 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $5.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
47,018,426
shares
|
$1.7 Billion
0.28% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
7,305,664
shares
|
$265 Million
0.09% of portfolio
|
Q3 2024
Reduced 64.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,333,125
shares
|
$193 Million
0.02% of portfolio
|
Q3 2024
Reduced 32.52%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
4,905,490
shares
|
$178 Million
2.96% of portfolio
|
Q3 2024
Added 36.57%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,809,404
shares
|
$174 Million
3.72% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
4,417,002
shares
|
$160 Million
5.02% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,328,120
shares
|
$157 Million
0.77% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,911,172
shares
|
$105 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,814,320
shares
|
$102 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,722,371
shares
|
$98.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 45.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,571,106
shares
|
$93.1 Million
0.02% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
2,508,956
shares
|
$90.8 Million
5.58% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,055,010
shares
|
$74.4 Million
0.02% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
1,830,335
shares
|
$66.3 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,827,294
shares
|
$66.2 Million
0.06% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,710,648
shares
|
$61.9 Million
7.39% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,701,233
shares
|
$61.6 Million
0.01% of portfolio
|
Q3 2024
Added 14.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,401,021
shares
|
$50.7 Million
0.18% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,292,261
shares
|
$46.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,251,242
shares
|
$45.3 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
1,233,688
shares
|
$44.7 Million
1.71% of portfolio
|
Q4 2024
Added 556.99%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,154,146
shares
|
$41.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 38.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,144,668
shares
|
$41.4 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
1,064,580
shares
|
$38.5 Million
2.83% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
976,273
shares
|
$35.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 35.42%
|