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 534 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $7.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
86,664
shares
|
$3.33 Million
0.38% of portfolio
|
Q1 2025
Added 3101.48%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
84,860
shares
|
$3.26 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
84,796
shares
|
$3.26 Million
0.03% of portfolio
|
Q1 2025
Added 485.08%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
84,084
shares
|
$3.23 Million
0.58% of portfolio
|
Q1 2025
Added 218.8%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
82,482
shares
|
$3.17 Million
1.39% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
81,017
shares
|
$3.11 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
79,697
shares
|
$3.06 Million
0.18% of portfolio
|
Q1 2025
Added 50.47%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
79,318
shares
|
$3.05 Million
0.11% of portfolio
|
Q1 2025
Added 110.71%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
78,666
shares
|
$3.02 Million
0.04% of portfolio
|
Q1 2025
Added 3737.37%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
78,048
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
77,082
shares
|
$2.96 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
75,763
shares
|
$2.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.3%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
75,489
shares
|
$2.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 64.16%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
75,000
shares
|
$2.88 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
74,808
shares
|
$2.87 Million
0.99% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
74,294
shares
|
$2.85 Million
0.06% of portfolio
|
Q1 2025
Added 31.82%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
74,218
shares
|
$2.85 Million
0.53% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
73,547
shares
|
$2.83 Million
0.05% of portfolio
|
Q1 2025
Added 184.91%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
73,016
shares
|
$2.81 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
71,565
shares
|
$2.75 Million
1.93% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
70,494
shares
|
$2.71 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
68,951
shares
|
$2.65 Million
0.07% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
68,212
shares
|
$2.62 Million
0.07% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
67,651
shares
|
$2.6 Million
0.06% of portfolio
|
Q3 2022
Reduced 71.73%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
67,540
shares
|
$2.59 Million
0.53% of portfolio
|
Q1 2025
Added 370.53%
|