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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
21,090
shares
|
$810,277
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
20,808
shares
|
$799,443
0.09% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
20,555
shares
|
$789,723
0.0% of portfolio
|
Q1 2025
Added 116.0%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
20,179
shares
|
$775,277
0.28% of portfolio
|
Q1 2025
Added 20.51%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
19,454
shares
|
$747,422
0.56% of portfolio
|
Q1 2025
Reduced 28.8%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
19,433
shares
|
$746,615
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
18,410
shares
|
$707,312
0.03% of portfolio
|
Q1 2025
Added 49.02%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
18,359
shares
|
$705,352
0.08% of portfolio
|
Q2 2025
Reduced 98.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
18,213
shares
|
$699,743
0.0% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,192
shares
|
$698,936
0.04% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
18,158
shares
|
$697,630
0.31% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
18,041
shares
|
$693,135
0.1% of portfolio
|
Q2 2025
Reduced 77.82%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
17,758
shares
|
$682,262
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
17,682
shares
|
$679,342
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
17,339
shares
|
$666,164
0.03% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
17,304
shares
|
$664,819
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
17,221
shares
|
$661,630
0.48% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
17,141
shares
|
$658,557
0.06% of portfolio
|
Q1 2025
Added 72.97%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
16,497
shares
|
$633,814
0.02% of portfolio
|
Q1 2025
Added 14.21%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
16,259
shares
|
$624,670
0.01% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
16,195
shares
|
$622,211
0.19% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
16,183
shares
|
$621,750
0.02% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
16,154
shares
|
$620,636
0.18% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
16,023
shares
|
$615,603
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
15,842
shares
|
$608,649
0.54% of portfolio
|
Q4 2024
New holding
|