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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
30,641
shares
|
$1.19 Million
0.31% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
30,561
shares
|
$1.18 Million
0.53% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
30,168
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
29,926
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 396.04%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
29,241
shares
|
$1.13 Million
0.17% of portfolio
|
Q4 2024
Reduced 71.25%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
29,013
shares
|
$1.12 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
28,703
shares
|
$1.11 Million
0.17% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
28,614
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
28,463
shares
|
$1.1 Million
0.44% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
27,925
shares
|
$1.08 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
27,816
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2024
Added 21.91%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
27,727
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 91.0%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
26,891
shares
|
$1.04 Million
0.81% of portfolio
|
Q2 2025
Reduced 24.16%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
26,850
shares
|
$1.04 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
26,634
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 70.99%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
25,448
shares
|
$985,601
0.05% of portfolio
|
Q2 2025
Reduced 79.82%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
25,311
shares
|
$980,295
0.0% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
25,241
shares
|
$977,583
0.04% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
25,141
shares
|
$973,710
0.65% of portfolio
|
Q2 2022
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
25,119
shares
|
$972,858
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
25,107
shares
|
$972,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
25,099
shares
|
$972,084
0.01% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
24,812
shares
|
$960,968
0.32% of portfolio
|
Q1 2023
New holding
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
24,609
shares
|
$953,106
0.29% of portfolio
|
Q2 2025
Reduced 75.31%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
24,389
shares
|
$944,585
0.01% of portfolio
|
Q2 2025
Reduced 87.45%
|