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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
153
shares
|
$5,878
0.0% of portfolio
|
Q2 2025
Reduced 62.86%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
143
shares
|
$5,494
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
124
shares
|
$4,764
0.0% of portfolio
|
Q1 2025
Added 235.14%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
122
shares
|
$4,687
0.0% of portfolio
|
Q4 2024
Reduced 39.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
120
shares
|
$4,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
114
shares
|
$4,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
92
shares
|
$3,534
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
83
shares
|
$3,188
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
77
shares
|
$2,958
0.0% of portfolio
|
Q2 2025
Reduced 99.78%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
62
shares
|
$2,382
0.0% of portfolio
|
Q4 2024
Reduced 88.99%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
59
shares
|
$2,266
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
57
shares
|
$2,189
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
57
shares
|
$2,189
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
49
shares
|
$1,882
0.0% of portfolio
|
Q1 2025
Reduced 68.39%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
37
shares
|
$1,421
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
33
shares
|
$1,267
0.0% of portfolio
|
Q2 2025
Reduced 99.62%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
32
shares
|
$1,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
31
shares
|
$1,191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
31
shares
|
$1,191
0.0% of portfolio
|
Q2 2025
Reduced 82.58%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
29
shares
|
$1,114
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
24
shares
|
$922
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
20
shares
|
$768
0.0% of portfolio
|
Q1 2025
Reduced 59.18%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
17
shares
|
$653
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
10
shares
|
$384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
8
shares
|
$307
0.0% of portfolio
|
Q2 2022
Reduced 99.98%
|