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 501 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $5.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
48,041,476
shares
|
$1.85 Billion
0.26% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,743,968
shares
|
$336 Million
0.02% of portfolio
|
Q1 2025
Added 56.06%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
7,088,380
shares
|
$272 Million
0.08% of portfolio
|
Q2 2025
Reduced 65.95%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
6,618,320
shares
|
$254 Million
0.06% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
5,411,518
shares
|
$208 Million
0.07% of portfolio
|
Q2 2025
Reduced 32.08%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
5,394,865
shares
|
$207 Million
3.42% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
3,936,941
shares
|
$151 Million
1.23% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
3,855,668
shares
|
$148 Million
4.31% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
3,637,880
shares
|
$140 Million
2.35% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,190,737
shares
|
$123 Million
5.0% of portfolio
|
Q2 2025
Reduced 47.6%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,133,167
shares
|
$120 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,379,161
shares
|
$91.5 Million
0.02% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,182,429
shares
|
$83.9 Million
0.93% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,052,153
shares
|
$78.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,890,221
shares
|
$72.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,806,553
shares
|
$69.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,475,972
shares
|
$56.7 Million
0.16% of portfolio
|
Q2 2025
Reduced 39.46%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
1,453,341
shares
|
$55.9 Million
3.34% of portfolio
|
Q2 2025
Reduced 41.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,408,652
shares
|
$54.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
1,166,527
shares
|
$44.8 Million
6.93% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,046,201
shares
|
$40.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 38.61%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,003,175
shares
|
$38.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.36%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
936,302
shares
|
$36 Million
0.09% of portfolio
|
Q2 2025
Reduced 68.22%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
893,761
shares
|
$34.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
862,260
shares
|
$33.1 Million
0.05% of portfolio
|
Q2 2025
Added 50.67%
|