Who Owns iShares Currency Hedged MSCI EAFE ETF (HEFA)?Hedge Fund & Institutional Holders

$42.27-0.25 (-0.59%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.359000527000233e+255T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$32.11$35.38$38.64$41.91$45.18Sep 24Jun 25Mar 26

HEFA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Dynasty Wealth Management, LLCNew Position+3.6M+$146.0M
PARTNERS CAPITAL INVESTMENT GROUP, LLPNew Position+3.4M+$142.4M
ENVESTNET ASSET MANAGEMENT INCNew Position+1.4M+$59.0M
FIRST INTERSTATE BANKNew Position+1.4M+$59.0M
Jordan Park Group LLCNew Position+1.0M+$41.6M
Sanctuary Advisors, LLCNew Position+1.0M+$37.4M
Clark Wealth PartnersNew Position+1.0M+$37.3M
Blankinship & Foster, LLCNew Position+810K+$33.5M
SACHEM HILL LLCNew Position+696K+$28.8M
Crumly & Associates Inc.New Position+455K+$18.8M
Prasad Wealth Partners, LLCNew Position+436K+$18.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+435K+$18.0M
Paradigm, Strategies in Wealth Management, LLCNew Position+435K+$18.0M
Valeo Financial Advisors, LLCNew Position+434K+$17.9M
Csenge Advisory GroupNew Position+376K+$15.5M

HEFA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GOLDMAN SACHS GROUP INCDecreased-23K-$2.0T
AMERIPRISE FINANCIAL INCDecreased-840K-$227.5B
JPMORGAN CHASE & CODecreased-708K-$200.5B
Quotient Wealth Partners, LLCDecreased-575K-$160.1B
UNITED CAPITAL FINANCIAL ADVISORS, LLCDecreased-305K-$151.5B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-3.0M-$135.6B
WELLS FARGO & COMPANY/MNDecreased-121K-$88.1B
Cetera Investment AdvisersDecreased-53K-$55.4B
OSAIC HOLDINGS, INC.Decreased-8K-$53.7B
RAYMOND JAMES FINANCIAL INCDecreased-437K-$52.0B
UBS Group AGDecreased-16K-$40.4B
US BANCORP \DE\Decreased-56K-$34.7B
Rockefeller Capital Management L.P.Decreased-13K-$25.5B
Delta Wealth Advisors LLCDecreased-538K-$24.4B
ACT WEALTH MANAGEMENT, LLCDecreased-2K-$20.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GOLDMAN SACHS GROUP INC32,878,698$1.4B0.17%Share
2GOLDMAN SACHS GROUP INC12,754,174$527.0M0.06%Share
3COLDSTREAM CAPITAL MANAGEMENT INC5,656,741$233.0M3.00%Share
4AMERIPRISE FINANCIAL INC4,587,941$189.0M0.04%Share
5JPMORGAN CHASE & CO3,958,140$163.0M0.01%Share
6MORGAN STANLEY3,629,989$150.0M0.01%Share
7LPL Financial LLC3,622,801$149.0M0.04%Share
8Dynasty Wealth Management, LLC3,553,862$146.0M1.43%Share
9UNITED CAPITAL FINANCIAL ADVISORS, LLC3,524,238$145.0M0.87%Share
10Quotient Wealth Partners, LLC3,470,264$143.5M3.82%Share
11PARTNERS CAPITAL INVESTMENT GROUP, LLP3,442,271$142.4M5.31%Share
12GOLDMAN SACHS GROUP INC3,106,113$128.0M0.02%Share
13NorthRock Partners, LLC2,712,794$112.0M1.89%Share
14Waverly Advisors, LLC2,490,895$103.0M0.83%Share
15NORTHERN TRUST CORP1,649,674$68.0M0.01%Share
16ENVESTNET ASSET MANAGEMENT INC1,449,141$59.0M0.02%Share
17FIRST INTERSTATE BANK1,379,650$57.1M3.06%Share
18Cetera Investment Advisers1,346,942$55.0M0.06%Share
19OSAIC HOLDINGS, INC.1,257,925$52.0M0.08%Share
20MML INVESTORS SERVICES, LLC1,259,083$52.0M0.13%Share
21Jordan Park Group LLC1,006,633$41.6M2.41%Share
22UBS Group AG1,001,341$41.4M0.01%Share
23BANK OF AMERICA CORP /DE/918,947$38.0M0.00%Share
24WELLS FARGO & COMPANY/MN907,453$37.0M0.01%Share
25PNC FINANCIAL SERVICES GROUP, INC.914,732$37.0M0.02%Share
26Blankinship & Foster, LLC810,326$33.5M7.24%Share
27BANK OF AMERICA CORP /DE/805,347$33.0M0.00%Share
28Verde Capital Management774,533$32.0M6.83%Share
29Mariner, LLC780,440$32.0M0.04%Share
30SACHEM HILL LLC695,650$28.8M5.59%Share
31US BANCORP \DE\693,691$28.7M0.03%Share
32Rockefeller Capital Management L.P.616,520$25.0M0.05%Share
33RAYMOND JAMES FINANCIAL INC563,265$23.0M0.01%Share
34ACT WEALTH MANAGEMENT, LLC519,911$21.5M7.03%Share
35GOLDMAN SACHS GROUP INC528,782$21.0M0.00%Share
36WELLS FARGO & COMPANY/MN512,256$21.0M0.00%Share
37WELLS FARGO & COMPANY/MN483,975$20.0M0.00%Share
38Crumly & Associates Inc.454,722$18.8M3.95%Share
39BOKF, NA440,088$18.2M0.28%Share
40Prasad Wealth Partners, LLC435,920$18.0M4.81%Share
41COMMONWEALTH EQUITY SERVICES, LLC435,430$18.0M0.02%Share
42Cambridge Investment Research Advisors, Inc.448,039$18.0M0.05%Share
43Paradigm, Strategies in Wealth Management, LLC434,568$18.0M11.80%Share
44Valeo Financial Advisors, LLC433,765$17.9M0.40%Share
45Csenge Advisory Group375,672$15.5M0.70%Share
46Denver PWM, LLC404,319$15.3M5.13%Share
47WESCAP Management Group, Inc.343,386$14.2M2.88%Share
48Lido Advisors, LLC340,828$14.0M0.04%Share
49NORTHERN TRUST CORP340,766$14.0M0.00%Share
50Lighthouse Wealth Management Inc.332,591$13.8M9.40%Share

HEFA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025424$5.5B+186
Q3 2025238$4.5T-180
Q2 2025418$3.3T-95
Q1 2025513$6.8T+167
Q4 2024346$387.6T+76
Q3 2024270$3656.6T-30
Q2 2024300$4703.4T+38
Q1 2024262$4686.5T—

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As of Q4 2025, 50 institutional investors hold HEFA (iShares Currency Hedged MSCI EAFE ETF). The largest holder is GOLDMAN SACHS GROUP INC with $1.4B in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own HEFA?

As of Q4 2025, 50 institutional investors report holding HEFA (iShares Currency Hedged MSCI EAFE ETF) in their 13F filings.

Who is the largest institutional holder of HEFA?

The largest institutional holder of HEFA is GOLDMAN SACHS GROUP INC with $1.4B in shares.

Is institutional ownership of HEFA increasing or decreasing?

This quarter, 15 institutions opened new positions in HEFA and 0 closed their positions.