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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
61,059
shares
|
$2.36 Million
0.06% of portfolio
|
Q2 2025
Added 74.92%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
59,877
shares
|
$2.32 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
57,296
shares
|
$2.22 Million
0.03% of portfolio
|
Q2 2025
Added 70.87%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
57,062
shares
|
$2.21 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
56,829
shares
|
$2.2 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
56,290
shares
|
$2.18 Million
5.55% of portfolio
|
Q3 2021
Added 1.4%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
54,132
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.29%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
53,423
shares
|
$2.07 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
52,763
shares
|
$2.04 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
50,650
shares
|
$1.96 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
49,697
shares
|
$1.92 Million
0.06% of portfolio
|
Q2 2025
Reduced 49.28%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
48,321
shares
|
$1.87 Million
0.12% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
47,948
shares
|
$1.86 Million
1.6% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
47,500
shares
|
$1.84 Million
0.23% of portfolio
|
Q3 2019
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
46,486
shares
|
$1.8 Million
0.2% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
46,176
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Added 245.53%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
45,867
shares
|
$1.78 Million
1.42% of portfolio
|
Q2 2025
Added 270.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
45,790
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2025
Added 15.7%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
45,480
shares
|
$1.76 Million
0.56% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
44,369
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
43,510
shares
|
$1.69 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
42,524
shares
|
$1.65 Million
0.44% of portfolio
|
Q2 2025
Reduced 68.38%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
41,876
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
41,815
shares
|
$1.62 Million
0.3% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
41,713
shares
|
$1.62 Million
0.85% of portfolio
|
Q3 2024
Reduced 13.99%
|