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 |
|---|---|---|---|---|---|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
157,451
shares
|
$5.96 Million
1.66% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
153,556
shares
|
$5.81 Million
0.01% of portfolio
|
Q3 2023
Reduced 14.34%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
153,475
shares
|
$5.81 Million
4.03% of portfolio
|
Q1 2025
Added 3626.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
151,747
shares
|
$5.74 Million
0.05% of portfolio
|
Q1 2025
Added 336.93%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
141,339
shares
|
$5.35 Million
0.42% of portfolio
|
Q1 2025
Added 48.17%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
141,128
shares
|
$5.34 Million
2.87% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
136,474
shares
|
$5.16 Million
0.86% of portfolio
|
Q4 2024
Added 609.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
136,360
shares
|
$5.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
134,499
shares
|
$5.09 Million
1.49% of portfolio
|
Q1 2025
Added 302.13%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
129,746
shares
|
$4.91 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
126,890
shares
|
$4.8 Million
0.15% of portfolio
|
Q1 2025
Added 39.99%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
126,123
shares
|
$4.77 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
125,752
shares
|
$4.76 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
124,280
shares
|
$4.7 Million
1.5% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
122,603
shares
|
$4.64 Million
1.2% of portfolio
|
Q1 2025
Added 77.04%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
122,188
shares
|
$4.62 Million
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
118,405
shares
|
$4.48 Million
0.0% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
117,212
shares
|
$4.43 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
116,328
shares
|
$4.4 Million
3.17% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
115,378
shares
|
$4.36 Million
0.01% of portfolio
|
Q1 2025
Added 35.06%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
115,036
shares
|
$4.35 Million
0.0% of portfolio
|
Q1 2025
Added 466.96%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
114,578
shares
|
$4.33 Million
3.16% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
113,995
shares
|
$4.31 Million
1.1% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
113,987
shares
|
$4.31 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
113,650
shares
|
$4.3 Million
0.39% of portfolio
|
Q1 2025
Reduced 9.72%
|