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 502 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 $6.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
24,111
shares
|
$947,803
0.31% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
24,019
shares
|
$944,186
0.01% of portfolio
|
Q2 2025
Reduced 76.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
23,146
shares
|
$909,869
0.05% of portfolio
|
Q2 2025
Reduced 75.34%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
22,886
shares
|
$899,648
0.06% of portfolio
|
Q2 2025
Reduced 21.5%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
22,758
shares
|
$894,616
0.18% of portfolio
|
Q2 2025
Reduced 72.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
22,360
shares
|
$878,971
0.01% of portfolio
|
Q2 2025
Reduced 52.47%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
22,056
shares
|
$867,021
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
21,983
shares
|
$864,151
0.02% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
21,775
shares
|
$855,975
0.0% of portfolio
|
Q2 2025
Reduced 50.18%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
21,535
shares
|
$846,540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
21,207
shares
|
$833,647
0.58% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
20,808
shares
|
$817,962
0.09% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
20,577
shares
|
$808,881
0.01% of portfolio
|
Q2 2025
Reduced 68.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
20,109
shares
|
$790,484
0.02% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
20,013
shares
|
$786,711
0.28% of portfolio
|
Q2 2025
Reduced 23.79%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
19,288
shares
|
$758,211
0.02% of portfolio
|
Q2 2025
Added 37.03%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
18,787
shares
|
$738,516
0.01% of portfolio
|
Q2 2025
Added 15.55%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
18,756
shares
|
$737,298
0.14% of portfolio
|
Q2 2025
Added 21.08%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
18,410
shares
|
$723,697
0.02% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
18,359
shares
|
$721,692
0.08% of portfolio
|
Q2 2025
Reduced 98.95%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,192
shares
|
$715,127
0.04% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
18,158
shares
|
$713,790
0.25% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
18,041
shares
|
$709,191
0.1% of portfolio
|
Q2 2025
Reduced 77.82%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
17,969
shares
|
$706,361
0.01% of portfolio
|
Q2 2025
Reduced 91.26%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
17,920
shares
|
$704,435
0.96% of portfolio
|
Q2 2025
New holding
|