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 |
|---|---|---|---|---|---|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
45,480
shares
|
$1.75 Million
0.56% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
44,277
shares
|
$1.7 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
44,023
shares
|
$1.69 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
43,707
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 184.51%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
41,989
shares
|
$1.61 Million
0.2% of portfolio
|
Q1 2025
Added 624.82%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
41,816
shares
|
$1.61 Million
0.63% of portfolio
|
Q1 2025
Added 507.17%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
41,815
shares
|
$1.61 Million
0.3% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
41,713
shares
|
$1.6 Million
0.85% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
41,299
shares
|
$1.59 Million
0.9% of portfolio
|
Q1 2025
Added 86.1%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
40,850
shares
|
$1.57 Million
1.33% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
40,808
shares
|
$1.57 Million
1.05% of portfolio
|
Q1 2025
Added 389.19%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
40,786
shares
|
$1.57 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
40,134
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
40,120
shares
|
$1.54 Million
0.18% of portfolio
|
Q1 2025
Reduced 49.55%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
40,074
shares
|
$1.54 Million
0.91% of portfolio
|
Q2 2025
Reduced 29.51%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
39,994
shares
|
$1.54 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
39,587
shares
|
$1.52 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
39,576
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
39,259
shares
|
$1.51 Million
1.02% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
38,918
shares
|
$1.5 Million
0.42% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
38,374
shares
|
$1.47 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
38,359
shares
|
$1.47 Million
1.26% of portfolio
|
Q1 2025
Added 17.03%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
38,154
shares
|
$1.47 Million
0.05% of portfolio
|
Q2 2025
Reduced 95.48%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
37,738
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 97.24%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
37,474
shares
|
$1.44 Million
0.11% of portfolio
|
Q1 2025
Added 264.99%
|