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 473 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $6.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
19,690
shares
|
$810,243
0.02% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
19,621
shares
|
$807,404
0.02% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
19,592
shares
|
$806,210
0.04% of portfolio
|
Q3 2025
Added 1953.67%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
19,334
shares
|
$795,594
0.01% of portfolio
|
Q3 2025
Reduced 22.97%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
18,473
shares
|
$760,163
0.21% of portfolio
|
Q3 2025
Reduced 24.93%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
18,401
shares
|
$757,201
0.41% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Berkeley, Inc
Boise, ID |
Jan 26, 2026 Q4 2025 |
18,373
shares
|
$756,048
0.24% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,192
shares
|
$748,600
0.04% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
17,920
shares
|
$737,408
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
17,474
shares
|
$719,055
0.02% of portfolio
|
Q3 2025
Added 15.24%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
17,003
shares
|
$699,673
0.03% of portfolio
|
Q4 2025
Reduced 1.03%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
16,818
shares
|
$692,060
0.14% of portfolio
|
Q4 2025
Added 24.36%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
16,274
shares
|
$669,675
0.05% of portfolio
|
Q3 2025
Reduced 74.96%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
16,267
shares
|
$669,387
0.0% of portfolio
|
Q3 2025
Added 75.52%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
16,154
shares
|
$664,737
0.18% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
16,113
shares
|
$663,049
0.56% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
16,061
shares
|
$660,910
0.18% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
16,054
shares
|
$660,622
0.0% of portfolio
|
Q3 2025
Reduced 87.88%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
15,834
shares
|
$651,569
0.0% of portfolio
|
Q4 2025
Reduced 2.14%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
15,578
shares
|
$641,034
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Provident Living Financial Services, Inc.
Lehi, UT |
Jan 21, 2026 Q4 2025 |
15,524
shares
|
$638,812
0.63% of portfolio
|
Q4 2025
New holding
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
15,230
shares
|
$626,714
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
15,225
shares
|
$626,508
0.08% of portfolio
|
Q3 2025
Reduced 15.61%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
15,025
shares
|
$618,278
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
14,580
shares
|
$599,967
0.12% of portfolio
|
Q1 2024
Reduced 7.6%
|
|