Who Owns HEFA?
iShares Currency Hedged MSCI EAFE ETF — Institutional Ownership & 13F Holdings
$43.77
-0.13 (-0.30%)
Market Cap
$7.3B
Shares Outstanding
151,584,507
Institutional Holders
510
Total Inst. Value
$5.3B
% of Float Held
—
QoQ Holder Change
+250
Institutional data as of Q1 2025
New Positions
198
Closed Positions
33
Increased
180
Decreased
72
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | $1.9B | 51,331,182 |
| 2 | JPMORGAN CHASE & CO | $317.3M | 8,743,968 |
| 3 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $221.0M | 6,089,415 |
| 4 | AMERIPRISE FINANCIAL INC | $209.4M | 5,769,905 |
| 5 | COLDSTREAM CAPITAL MANAGEMENT INC | $194.0M | 5,345,402 |
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $163.4M | 4,503,439 |
| 7 | MORGAN STANLEY | $147.2M | 4,055,260 |
| 8 | TIAA TRUST, NATIONAL ASSOCIATION | $106.9M | 2,946,662 |
| 9 | BANK OF AMERICA CORP /DE/ | $94.3M | 2,597,779 |
| 10 | FIRST INTERSTATE BANK | $90.4M | 2,489,732 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | +866K | $1.9B |
| JPMORGAN CHASE & CO | +3.1M | $317.3M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | +3.8M | $221.0M |
| AMERIPRISE FINANCIAL INC | +3.2M | $209.4M |
| COLDSTREAM CAPITAL MANAGEMENT INC | +194K | $194.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Quotient Wealth Partners, LLC | -662K | $136K |
| Dynasty Wealth Management, LLC | -578K | $141K |
| OSAIC HOLDINGS, INC. | -537K | $23.8M |
| BANK OF AMERICA CORP /DE/ | -328K | $94.3M |
| Prime Capital Investment Advisors, LLC | -157K | $17K |
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Frequently Asked Questions
How many institutional investors hold HEFA?
As of Q1 2025, 510 institutional investors report holding HEFA (iShares Currency Hedged MSCI EAFE ETF) in their 13F filings.
Which hedge fund owns the most HEFA?
The largest institutional holder of HEFA is GOLDMAN SACHS GROUP INC with $1.9B in shares.
Are institutions buying or selling HEFA?
This quarter, 198 institutions opened new positions in HEFA and 33 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.