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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
275,303
shares
|
$10.4 Million
2.18% of portfolio
|
Q1 2025
Added 22.24%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
271,460
shares
|
$10.3 Million
0.05% of portfolio
|
Q2 2023
Reduced 18.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
270,886
shares
|
$10.2 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
|
$10.2 Million
0.21% of portfolio
|
Q2 2025
Reduced 26.97%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
260,138
shares
|
$9.84 Million
2.34% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
258,106
shares
|
$9.76 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
251,965
shares
|
$9.53 Million
0.42% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
247,855
shares
|
$9.38 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
245,139
shares
|
$9.27 Million
0.19% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
235,500
shares
|
$8.91 Million
0.01% of portfolio
|
Q1 2025
Added 123.01%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
230,833
shares
|
$8.73 Million
0.1% of portfolio
|
Q1 2025
Added 112.67%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
205,709
shares
|
$7.78 Million
0.07% of portfolio
|
Q1 2025
Added 923.38%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
200,474
shares
|
$7.58 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
195,216
shares
|
$7.39 Million
3.87% of portfolio
|
Q1 2025
Added 12.08%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
186,164
shares
|
$7.04 Million
0.01% of portfolio
|
Q1 2025
Added 393.91%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
185,796
shares
|
$7.03 Million
0.03% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
183,945
shares
|
$6.96 Million
0.09% of portfolio
|
Q1 2025
Added 282.79%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
182,877
shares
|
$6.92 Million
3.71% of portfolio
|
Q1 2025
Added 17.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
182,135
shares
|
$6.89 Million
0.01% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
176,379
shares
|
$6.67 Million
0.01% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
175,546
shares
|
$6.64 Million
0.54% of portfolio
|
Q1 2025
Added 389.53%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
171,537
shares
|
$6.49 Million
1.18% of portfolio
|
Q1 2025
Added 25.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
168,971
shares
|
$6.39 Million
0.17% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
168,274
shares
|
$6.37 Million
0.18% of portfolio
|
Q1 2025
Added 23.58%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Apr 22, 2025 Q1 2025 |
163,776
shares
|
$6.2 Million
5.92% of portfolio
|
Q1 2025
Added 4.31%
|