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 440 institutions that hold shares in the stock, with a total of 144 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
30,561
shares
|
$1.11 Million
0.53% of portfolio
|
Q1 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
30,557
shares
|
$1.11 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
29,797
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
29,784
shares
|
$1.08 Million
0.42% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
29,665
shares
|
$1.08 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
29,021
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
28,808
shares
|
$1.05 Million
0.21% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
28,712
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
28,703
shares
|
$1.04 Million
0.19% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
28,646
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
Added 39.46%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
28,232
shares
|
$1.03 Million
0.19% of portfolio
|
Q3 2024
Reduced 71.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
27,856
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
27,816
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 21.91%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
27,099
shares
|
$986,132
0.01% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
26,850
shares
|
$977,071
0.38% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
26,048
shares
|
$947,886
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
25,141
shares
|
$914,880
0.65% of portfolio
|
Q2 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
24,971
shares
|
$908,694
0.0% of portfolio
|
Q3 2024
Reduced 30.63%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
24,892
shares
|
$905,819
0.01% of portfolio
|
Q3 2024
Reduced 95.79%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
24,812
shares
|
$902,908
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
24,447
shares
|
$889,626
0.29% of portfolio
|
Q4 2024
Added 27.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
24,336
shares
|
$885,587
0.02% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
24,083
shares
|
$876,380
0.43% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
23,520
shares
|
$855,892
0.04% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
22,110
shares
|
$804,582
0.02% of portfolio
|
Q4 2024
Added 5.95%
|