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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,394
shares
|
$54,798
0.0% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,240
shares
|
$48,744
0.0% of portfolio
|
Q1 2024
Reduced 17.0%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,240
shares
|
$48,744
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
1,201
shares
|
$47,211
0.03% of portfolio
|
Q1 2025
Added 11910.0%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,184
shares
|
$46,543
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,163
shares
|
$45,717
0.0% of portfolio
|
Q2 2025
Reduced 98.52%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,160
shares
|
$45,599
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,113
shares
|
$43,752
0.0% of portfolio
|
Q2 2025
Reduced 80.38%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,063
shares
|
$41,786
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1,037
shares
|
$40,764
0.02% of portfolio
|
Q2 2025
Reduced 98.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
954
shares
|
$37,501
0.0% of portfolio
|
Q2 2025
Reduced 77.45%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
922
shares
|
$36,243
0.0% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
895
shares
|
$35,182
0.0% of portfolio
|
Q2 2025
Reduced 39.12%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
854
shares
|
$33,570
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
851
shares
|
$33,452
0.0% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
848
shares
|
$33,334
0.0% of portfolio
|
Q2 2022
Reduced 46.26%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
816
shares
|
$32,076
0.08% of portfolio
|
Q2 2025
Reduced 79.04%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
773
shares
|
$30,386
0.01% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
728
shares
|
$28,617
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
718
shares
|
$28,224
0.0% of portfolio
|
Q2 2025
Reduced 96.6%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
689
shares
|
$27,084
0.02% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
653
shares
|
$25,669
0.0% of portfolio
|
Q2 2025
Reduced 18.07%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
605
shares
|
$23,782
0.02% of portfolio
|
Q1 2025
Added 628.92%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
577
shares
|
$22,681
0.0% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
546
shares
|
$21,463
0.0% of portfolio
|
Q2 2025
Reduced 10.64%
|