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 |
|---|---|---|---|---|---|
|
Mcmorgan & CO LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,182,002
shares
|
$44.7 Million
7.26% of portfolio
|
Q1 2025
Added 623.22%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,181,475
shares
|
$44.7 Million
0.06% of portfolio
|
Q1 2025
Added 31.51%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,046,349
shares
|
$39.6 Million
0.05% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
1,041,990
shares
|
$39.4 Million
2.75% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
944,281
shares
|
$35.7 Million
0.43% of portfolio
|
Q1 2025
Added 237.28%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
857,281
shares
|
$32.4 Million
6.11% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
834,154
shares
|
$31.6 Million
0.42% of portfolio
|
Q2 2023
Added 2.67%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
803,100
shares
|
$30.4 Million
7.36% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
778,649
shares
|
$29.5 Million
0.1% of portfolio
|
Q1 2025
Added 51.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
723,539
shares
|
$27.4 Million
0.01% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
672,594
shares
|
$25.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
659,822
shares
|
$25 Million
6.54% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
654,964
shares
|
$24.8 Million
0.06% of portfolio
|
Q4 2024
Added 67.23%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
644,647
shares
|
$24.4 Million
0.46% of portfolio
|
Q1 2025
Added 695.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
626,729
shares
|
$23.7 Million
0.03% of portfolio
|
Q3 2024
Added 59.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
606,227
shares
|
$22.9 Million
0.14% of portfolio
|
Q1 2025
Added 394.0%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
604,781
shares
|
$22.9 Million
0.14% of portfolio
|
Q1 2025
Added 19.84%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
572,280
shares
|
$21.6 Million
0.04% of portfolio
|
Q1 2025
Added 21.4%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
529,422
shares
|
$20 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
518,397
shares
|
$19.6 Million
5.99% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
507,370
shares
|
$19.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
487,427
shares
|
$18.4 Million
7.84% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
482,788
shares
|
$18.3 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
471,948
shares
|
$17.9 Million
0.21% of portfolio
|
Q1 2025
Reduced 24.93%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
464,416
shares
|
$17.6 Million
0.05% of portfolio
|
Q2 2023
Added 6.89%
|