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 $6.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
10,407
shares
|
$409,099
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
10,379
shares
|
$407,998
0.11% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
10,370
shares
|
$407,644
0.08% of portfolio
|
Q2 2025
Reduced 89.29%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
10,366
shares
|
$407,487
0.3% of portfolio
|
Q2 2025
Reduced 26.28%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
10,335
shares
|
$406,268
0.05% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
10,101
shares
|
$397,070
0.01% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
10,054
shares
|
$395,222
0.2% of portfolio
|
Q4 2022
Added 5.02%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
10,011
shares
|
$393,532
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
9,953
shares
|
$391,252
0.26% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
9,926
shares
|
$390,191
0.15% of portfolio
|
Q2 2025
Reduced 70.13%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
9,882
shares
|
$388,461
0.25% of portfolio
|
Q2 2025
Reduced 75.78%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
9,815
shares
|
$385,827
0.17% of portfolio
|
Q2 2025
Reduced 70.64%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
9,787
shares
|
$384,726
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,674
shares
|
$380,284
0.02% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
9,604
shares
|
$377,533
0.04% of portfolio
|
Q2 2025
Reduced 92.36%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
9,523
shares
|
$374,349
0.03% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,501
shares
|
$373,484
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
9,459
shares
|
$371,833
0.01% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
9,458
shares
|
$371,793
0.02% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
9,328
shares
|
$366,683
0.26% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
9,268
shares
|
$364,325
0.0% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
9,268
shares
|
$364,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
9,152
shares
|
$359,765
0.04% of portfolio
|
Q2 2025
Reduced 79.46%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
9,131
shares
|
$358,939
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
9,102
shares
|
$357,799
0.02% of portfolio
|
Q2 2025
Reduced 98.28%
|