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 473 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $6.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jan 22, 2026 Q4 2025 |
5,815
shares
|
$239,287
0.05% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,785
shares
|
$238,052
0.03% of portfolio
|
Q3 2025
Reduced 44.03%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
5,734
shares
|
$235,954
0.08% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
5,690
shares
|
$234,143
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
5,541
shares
|
$228,012
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
5,420
shares
|
$223,033
0.03% of portfolio
|
Q4 2025
Reduced 5.28%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
5,346
shares
|
$219,987
0.13% of portfolio
|
Q3 2025
Reduced 48.43%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
5,320
shares
|
$218,918
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
5,300
shares
|
$218,095
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
5,247
shares
|
$215,914
0.17% of portfolio
|
Q3 2025
Reduced 16.54%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,200
shares
|
$213,980
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
5,181
shares
|
$213,198
0.16% of portfolio
|
Q4 2025
Added 1091.03%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
5,178
shares
|
$213,074
0.05% of portfolio
|
Q4 2025
Added 1.57%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 27, 2026 Q4 2025 |
5,065
shares
|
$208,424
0.04% of portfolio
|
Q4 2025
Reduced 4.05%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
5,050
shares
|
$207,807
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
5,042
shares
|
$207,478
0.01% of portfolio
|
Q4 2025
Reduced 1.96%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$205,750
0.02% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,937
shares
|
$203,157
0.0% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
4,896
shares
|
$201,470
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 23, 2026 Q4 2025 |
4,889
shares
|
$201,182
0.06% of portfolio
|
Q4 2025
Reduced 14.91%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,767
shares
|
$196,162
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,586
shares
|
$188,713
0.0% of portfolio
|
Q2 2025
Reduced 90.7%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,580
shares
|
$188,467
0.1% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
4,218
shares
|
$173,570
0.11% of portfolio
|
Q3 2025
Reduced 48.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
4,090
shares
|
$168,303
0.01% of portfolio
|
Q4 2025
Reduced 13.57%
|
|