Purchases and Sales Made in Q1 2025 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CURRENCY HEDGED MSCI E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.5M+ 182.83% |
$469M - $505M
|
20.8M
$788M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.73M+ 145.79% |
$165M - $177M
|
7.97M
$301M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.82M+ 168.58% |
$133M - $143M
|
6.09M
$230M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.16M+ 121.45% |
$110M - $119M
|
5.77M
$218M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.14M+ 56.06% |
$109M - $118M
|
8.74M
$331M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.86M+ 2115.77% |
$64.9M - $69.9M
|
1.95M
$73.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.73M+ 438.87% |
$60.2M - $64.8M
|
2.12M
$80.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.4M+ 52.95% |
$48.9M - $52.7M
|
4.06M
$153M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.35M+ 613.95% |
$47.1M - $50.7M
|
1.57M
$59.5M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.32M+ 2956.95% |
$46.1M - $49.7M
|
1.37M
$51.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.18M+ 93.57% |
$41M - $44.2M
|
2.44M
$92.2M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.02M+ 623.22% |
$35.5M - $38.2M
|
1.18M
$44.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
866K+ 1.72% |
$30.2M - $32.5M
|
51.3M
$1.94B
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
827K+ 94.33% |
$28.8M - $31M
|
1.7M
$64.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
722K+ 151.31% |
$25.2M - $27.1M
|
1.2M
$45.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
664K+ 237.28% |
$23.1M - $24.9M
|
944K
$35.7M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
564K+ 695.74% |
$19.6M - $21.1M
|
645K
$24.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
529KNew |
$18.4M - $19.9M
|
529K
$20M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
503K+ 53.32% |
$17.5M - $18.9M
|
1.45M
$54.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
484K+ 394.0% |
$16.8M - $18.1M
|
606K
$22.9M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
456KNew |
$15.9M - $17.1M
|
456K
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
433KNew |
$15.1M - $16.2M
|
433K
$16.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
419K+ 4540.71% |
$14.6M - $15.7M
|
428K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
417K+ 20.23% |
$14.5M - $15.6M
|
2.48M
$93.8M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
416KNew |
$14.5M - $15.6M
|
416K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
376KNew |
$13.1M - $14.1M
|
376K
$14.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
372K+ 1809.21% |
$13M - $14M
|
393K
$14.9M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
339KNew |
$11.8M - $12.7M
|
339K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
334KNew |
$11.6M - $12.5M
|
334K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
308K+ 15.94% |
$10.7M - $11.5M
|
2.24M
$84.7M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
298K+ 3089.5% |
$10.4M - $11.2M
|
308K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
297K+ 271.22% |
$10.4M - $11.2M
|
407K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
283K+ 31.51% |
$9.86M - $10.6M
|
1.18M
$44.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
268K+ 217.27% |
$9.34M - $10.1M
|
392K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
266K+ 51.8% |
$9.25M - $9.97M
|
779K
$29.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
261K+ 13.53% |
$9.07M - $9.77M
|
2.19M
$82.7M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
258KNew |
$8.99M - $9.68M
|
258K
$9.76M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
248KNew |
$8.63M - $9.3M
|
248K
$9.38M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
239KNew |
$8.31M - $8.96M
|
239K
$9.03M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
226K+ 5.28% |
$7.87M - $8.47M
|
4.5M
$170M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
199K+ 219.03% |
$6.93M - $7.46M
|
290K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
194K+ 3.77% |
$6.77M - $7.29M
|
5.35M
$202M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
186K+ 923.38% |
$6.46M - $6.96M
|
206K
$7.78M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
156K+ 5.57% |
$5.42M - $5.83M
|
2.95M
$111M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
155K+ 107.67% |
$5.4M - $5.82M
|
299K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
149K+ 3626.93% |
$5.2M - $5.6M
|
153K
$5.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
148K+ 393.91% |
$5.17M - $5.57M
|
186K
$7.04M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
140K+ 389.53% |
$4.87M - $5.24M
|
176K
$6.64M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
136K+ 282.79% |
$4.73M - $5.1M
|
184K
$6.96M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
130K+ 123.01% |
$4.52M - $4.87M
|
236K
$8.91M
|