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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
68,212
shares
|
$2.58 Million
0.07% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
67,651
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2022
Reduced 71.73%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
67,540
shares
|
$2.56 Million
0.53% of portfolio
|
Q1 2025
Added 370.53%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
66,021
shares
|
$2.5 Million
0.04% of portfolio
|
Q1 2025
Added 238.36%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
65,423
shares
|
$2.47 Million
0.41% of portfolio
|
Q4 2022
Added 23.2%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
63,826
shares
|
$2.41 Million
0.87% of portfolio
|
Q1 2025
Added 18.81%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
63,758
shares
|
$2.41 Million
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
62,063
shares
|
$2.35 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
61,961
shares
|
$2.34 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
61,291
shares
|
$2.32 Million
0.76% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
60,909
shares
|
$2.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
58,801
shares
|
$2.22 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
58,654
shares
|
$2.22 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
56,850
shares
|
$2.15 Million
1.32% of portfolio
|
Q1 2025
Reduced 54.11%
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
56,290
shares
|
$2.13 Million
5.55% of portfolio
|
Q3 2021
Added 1.4%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
55,144
shares
|
$2.09 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
54,648
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
54,252
shares
|
$2.05 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
52,763
shares
|
$2 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
50,650
shares
|
$1.92 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
50,248
shares
|
$1.9 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
49,288
shares
|
$1.86 Million
0.05% of portfolio
|
Q1 2025
Added 1063.83%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
49,268
shares
|
$1.86 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
48,942
shares
|
$1.85 Million
0.06% of portfolio
|
Q1 2025
Added 405.55%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
48,133
shares
|
$1.82 Million
0.91% of portfolio
|
Q1 2025
New holding
|