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 |
|---|---|---|---|---|---|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
9,084
shares
|
$357,092
0.12% of portfolio
|
Q2 2025
Added 22.59%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
9,022
shares
|
$354,654
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
9,019
shares
|
$354,536
0.04% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
9,015
shares
|
$354,379
0.07% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
9,003
shares
|
$353,907
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
8,898
shares
|
$349,780
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,894
shares
|
$349,623
0.06% of portfolio
|
Q2 2025
Added 21.84%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
8,894
shares
|
$349,623
0.03% of portfolio
|
Q2 2025
Reduced 48.11%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
8,614
shares
|
$338,616
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
8,570
shares
|
$336,886
0.04% of portfolio
|
Q2 2025
Reduced 25.65%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
8,271
shares
|
$325,133
0.03% of portfolio
|
Q2 2023
Reduced 8.42%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
8,271
shares
|
$325,133
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
8,264
shares
|
$324,857
0.23% of portfolio
|
Q2 2025
Reduced 54.58%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
8,258
shares
|
$324,621
0.03% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
8,252
shares
|
$324,386
0.0% of portfolio
|
Q2 2025
Reduced 39.58%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,231
shares
|
$323,560
0.02% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
8,224
shares
|
$323,285
0.2% of portfolio
|
Q2 2025
Reduced 76.76%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
8,214
shares
|
$322,892
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
8,145
shares
|
$320,179
0.02% of portfolio
|
Q2 2025
Reduced 54.13%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
8,103
shares
|
$318,528
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
8,059
shares
|
$316,799
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
7,893
shares
|
$310,273
0.11% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
7,846
shares
|
$308,426
0.18% of portfolio
|
Q2 2025
Reduced 81.24%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,778
shares
|
$305,753
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
7,665
shares
|
$301,311
0.1% of portfolio
|
Q2 2025
Reduced 32.23%
|