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 |
|---|---|---|---|---|---|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
9,328
shares
|
$352,878
0.31% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
9,268
shares
|
$350,608
0.0% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,180
shares
|
$347,279
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
9,160
shares
|
$346,522
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
9,152
shares
|
$346,220
0.04% of portfolio
|
Q2 2025
Reduced 79.46%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
9,131
shares
|
$345,425
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
9,076
shares
|
$343,345
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
9,065
shares
|
$342,928
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
9,022
shares
|
$341,302
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
9,019
shares
|
$341,188
0.04% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
9,003
shares
|
$340,583
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
8,980
shares
|
$339,713
0.03% of portfolio
|
Q3 2024
Reduced 36.45%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,894
shares
|
$336,460
0.06% of portfolio
|
Q2 2025
Added 21.84%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
8,839
shares
|
$334,379
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
8,685
shares
|
$328,553
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
8,570
shares
|
$324,203
0.04% of portfolio
|
Q2 2025
Reduced 25.65%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
8,446
shares
|
$319,512
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
8,271
shares
|
$312,891
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
8,271
shares
|
$312,891
0.03% of portfolio
|
Q2 2023
Reduced 8.42%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
8,264
shares
|
$312,627
0.23% of portfolio
|
Q2 2025
Reduced 54.58%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
8,224
shares
|
$311,113
0.2% of portfolio
|
Q2 2025
Reduced 76.76%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
8,214
shares
|
$310,735
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
8,113
shares
|
$306,914
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
8,103
shares
|
$306,536
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
8,082
shares
|
$305,742
0.01% of portfolio
|
Q1 2025
Added 35.83%
|