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 |
|---|---|---|---|---|---|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
404,319
shares
|
$15.7 Million
4.85% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
396,139
shares
|
$15.3 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
360,693
shares
|
$14 Million
0.19% of portfolio
|
Q2 2025
Reduced 23.57%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
335,521
shares
|
$13 Million
2.96% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
333,250
shares
|
$12.9 Million
10.95% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
326,411
shares
|
$12.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 84.61%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
325,525
shares
|
$12.6 Million
2.08% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
321,413
shares
|
$12.4 Million
0.32% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
306,474
shares
|
$11.9 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
281,103
shares
|
$10.9 Million
0.47% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
271,460
shares
|
$10.5 Million
0.05% of portfolio
|
Q2 2023
Reduced 18.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
270,886
shares
|
$10.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
270,423
shares
|
$10.5 Million
0.21% of portfolio
|
Q2 2025
Reduced 26.97%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
269,400
shares
|
$10.4 Million
0.34% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
256,590
shares
|
$9.94 Million
2.16% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
239,831
shares
|
$9.29 Million
1.9% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
230,338
shares
|
$8.92 Million
0.37% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
221,976
shares
|
$8.6 Million
0.85% of portfolio
|
Q2 2025
Reduced 34.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
219,692
shares
|
$8.51 Million
0.1% of portfolio
|
Q2 2025
Reduced 76.73%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
208,871
shares
|
$8.09 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
204,256
shares
|
$7.91 Million
3.36% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
203,112
shares
|
$7.87 Million
3.92% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
202,754
shares
|
$7.85 Million
5.94% of portfolio
|
Q1 2025
Reduced 19.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
201,113
shares
|
$7.79 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
200,854
shares
|
$7.78 Million
0.19% of portfolio
|
Q2 2025
New holding
|