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 547 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $7.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
30,828
shares
|
$1.17 Million
0.58% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
30,641
shares
|
$1.16 Million
0.31% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
30,561
shares
|
$1.16 Million
0.53% of portfolio
|
Q1 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
30,454
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
30,319
shares
|
$1.15 Million
0.22% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
29,241
shares
|
$1.11 Million
0.17% of portfolio
|
Q4 2024
Reduced 71.25%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
29,155
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
28,703
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
28,463
shares
|
$1.08 Million
0.44% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
28,089
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
27,925
shares
|
$1.06 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
27,816
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2024
Added 21.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
27,667
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 53.3%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
26,999
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
26,850
shares
|
$1.02 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
26,261
shares
|
$993,453
0.41% of portfolio
|
Q1 2025
Added 92.35%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
26,078
shares
|
$986,530
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
25,241
shares
|
$954,867
0.04% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
25,141
shares
|
$951,084
0.65% of portfolio
|
Q2 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
25,045
shares
|
$947,452
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
24,996
shares
|
$945,598
0.01% of portfolio
|
Q1 2025
Added 18.1%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
24,849
shares
|
$940,037
0.34% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
24,812
shares
|
$938,637
0.32% of portfolio
|
Q1 2023
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
24,798
shares
|
$938,108
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
24,393
shares
|
$922,787
0.02% of portfolio
|
Q1 2025
Added 0.23%
|