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 |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
17,813
shares
|
$700,229
0.05% of portfolio
|
Q2 2025
Reduced 69.63%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
17,606
shares
|
$692,091
0.32% of portfolio
|
Q2 2025
Reduced 24.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
17,525
shares
|
$688,907
0.0% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
17,339
shares
|
$681,596
0.03% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
17,221
shares
|
$676,957
0.48% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
16,700
shares
|
$656,477
0.0% of portfolio
|
Q2 2025
Reduced 92.91%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
16,274
shares
|
$639,730
0.18% of portfolio
|
Q2 2025
Reduced 67.61%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
16,183
shares
|
$636,153
0.02% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
16,154
shares
|
$635,013
0.18% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
15,956
shares
|
$627,230
0.18% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
15,842
shares
|
$622,749
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
15,630
shares
|
$614,415
0.43% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
15,230
shares
|
$598,691
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
15,163
shares
|
$596,057
0.01% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
15,106
shares
|
$593,816
0.01% of portfolio
|
Q2 2025
Reduced 78.57%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
15,090
shares
|
$593,187
0.36% of portfolio
|
Q2 2025
Added 107.11%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
15,025
shares
|
$590,632
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
15,025
shares
|
$590,632
0.07% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
14,580
shares
|
$573,139
0.12% of portfolio
|
Q1 2024
Reduced 7.6%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,941
shares
|
$548,020
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
13,710
shares
|
$538,940
0.39% of portfolio
|
Q2 2025
Added 55.11%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
13,705
shares
|
$538,743
0.12% of portfolio
|
Q2 2025
Reduced 86.19%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
13,676
shares
|
$537,603
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
13,502
shares
|
$530,763
0.27% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
13,434
shares
|
$528,090
0.04% of portfolio
|
Q2 2025
New holding
|