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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
92,103
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.43%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
89,011
shares
|
$3.45 Million
0.13% of portfolio
|
Q2 2025
Reduced 21.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
88,933
shares
|
$3.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
86,664
shares
|
$3.36 Million
0.38% of portfolio
|
Q1 2025
Added 3101.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
84,876
shares
|
$3.29 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
84,796
shares
|
$3.28 Million
0.03% of portfolio
|
Q1 2025
Added 485.08%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
84,104
shares
|
$3.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 63.57%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
82,482
shares
|
$3.19 Million
1.39% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
78,048
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
77,035
shares
|
$2.98 Million
0.05% of portfolio
|
Q2 2025
Reduced 88.05%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
75,763
shares
|
$2.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.3%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
75,231
shares
|
$2.91 Million
1.86% of portfolio
|
Q2 2025
Reduced 50.98%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
75,000
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
74,808
shares
|
$2.9 Million
0.99% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
74,218
shares
|
$2.87 Million
0.53% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
73,016
shares
|
$2.83 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
71,565
shares
|
$2.77 Million
1.83% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
68,951
shares
|
$2.67 Million
0.07% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
67,651
shares
|
$2.62 Million
0.06% of portfolio
|
Q3 2022
Reduced 71.73%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
65,423
shares
|
$2.53 Million
0.41% of portfolio
|
Q4 2022
Added 23.2%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
64,990
shares
|
$2.52 Million
0.19% of portfolio
|
Q2 2025
Reduced 62.98%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
64,187
shares
|
$2.49 Million
0.09% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
63,758
shares
|
$2.47 Million
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
63,499
shares
|
$2.46 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
63,086
shares
|
$2.44 Million
1.16% of portfolio
|
Q2 2025
Added 75.62%
|