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 530 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $7.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
27,667
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 53.3%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
26,999
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
26,850
shares
|
$1.03 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
26,634
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 70.99%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
26,261
shares
|
$1.01 Million
0.41% of portfolio
|
Q1 2025
Added 92.35%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
25,241
shares
|
$969,759
0.04% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
25,141
shares
|
$965,917
0.65% of portfolio
|
Q2 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
25,045
shares
|
$962,228
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
24,996
shares
|
$960,346
0.01% of portfolio
|
Q1 2025
Added 18.1%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
24,812
shares
|
$953,277
0.32% of portfolio
|
Q1 2023
New holding
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
24,609
shares
|
$945,477
0.29% of portfolio
|
Q2 2025
Reduced 75.31%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
24,393
shares
|
$937,179
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
24,111
shares
|
$926,344
0.31% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
23,451
shares
|
$900,987
0.02% of portfolio
|
Q1 2025
Added 45.03%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
23,311
shares
|
$895,608
0.45% of portfolio
|
Q1 2025
Added 129.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
22,760
shares
|
$874,439
0.02% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
22,757
shares
|
$874,323
0.0% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
22,666
shares
|
$870,827
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
22,585
shares
|
$867,715
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
22,056
shares
|
$847,391
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
21,983
shares
|
$844,586
0.02% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
21,793
shares
|
$837,287
0.68% of portfolio
|
Q1 2025
Added 20.1%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
21,615
shares
|
$830,448
0.3% of portfolio
|
Q1 2025
Reduced 43.44%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
21,389
shares
|
$821,765
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
21,095
shares
|
$810,469
0.38% of portfolio
|
Q1 2025
Reduced 12.41%
|