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 502 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $5.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
862,260
shares
|
$33.4 Million
0.05% of portfolio
|
Q2 2025
Added 50.67%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
834,154
shares
|
$32.3 Million
0.42% of portfolio
|
Q2 2023
Added 2.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
804,540
shares
|
$31.2 Million
0.02% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
802,912
shares
|
$31.1 Million
7.14% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
789,163
shares
|
$30.6 Million
2.0% of portfolio
|
Q2 2025
Reduced 24.26%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
704,701
shares
|
$27.3 Million
5.46% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
659,822
shares
|
$25.6 Million
6.54% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
646,751
shares
|
$25 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
626,729
shares
|
$24.3 Million
0.03% of portfolio
|
Q3 2024
Added 59.14%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
621,017
shares
|
$24.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 47.44%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
518,397
shares
|
$20.1 Million
5.99% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
507,370
shares
|
$19.7 Million
0.01% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
487,427
shares
|
$18.9 Million
7.84% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
468,485
shares
|
$18.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 39.83%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
467,357
shares
|
$18.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 22.72%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
464,416
shares
|
$18 Million
0.05% of portfolio
|
Q2 2023
Added 6.89%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
463,020
shares
|
$17.9 Million
5.15% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
457,873
shares
|
$17.7 Million
1.29% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
441,172
shares
|
$17.1 Million
4.54% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
433,765
shares
|
$16.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
428,678
shares
|
$16.6 Million
11.22% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
427,420
shares
|
$16.6 Million
4.87% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
417,307
shares
|
$16.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
406,470
shares
|
$15.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
405,923
shares
|
$15.7 Million
3.76% of portfolio
|
Q2 2025
Reduced 0.3%
|