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 475 institutions that hold shares in the stock, with a total of 147 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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,465
shares
|
$60,284
0.0% of portfolio
|
Q3 2025
Reduced 44.65%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,353
shares
|
$55,675
0.0% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,299
shares
|
$53,453
0.02% of portfolio
|
Q3 2025
Added 68.05%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
1,243
shares
|
$51,149
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,240
shares
|
$51,026
0.0% of portfolio
|
Q1 2024
Reduced 17.0%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,240
shares
|
$51,026
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,127
shares
|
$46,376
0.0% of portfolio
|
Q3 2025
Added 241.52%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,104
shares
|
$45,429
0.0% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1,037
shares
|
$42,672
0.02% of portfolio
|
Q2 2025
Reduced 98.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
990
shares
|
$40,738
0.0% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
945
shares
|
$38,886
0.0% of portfolio
|
Q3 2025
Reduced 76.0%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
925
shares
|
$38,063
0.04% of portfolio
|
Q3 2025
Reduced 50.93%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
922
shares
|
$37,940
0.0% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
895
shares
|
$36,829
0.0% of portfolio
|
Q2 2025
Reduced 39.12%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
851
shares
|
$35,018
0.0% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
848
shares
|
$34,895
0.0% of portfolio
|
Q2 2022
Reduced 46.26%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
825
shares
|
$33,948
0.0% of portfolio
|
Q3 2025
Reduced 82.89%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
804
shares
|
$33,084
0.02% of portfolio
|
Q3 2025
Reduced 98.93%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
669
shares
|
$27,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
645
shares
|
$26,541
0.01% of portfolio
|
Q3 2025
Reduced 91.59%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
625
shares
|
$25,718
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
551
shares
|
$22,673
0.05% of portfolio
|
Q3 2025
Reduced 32.48%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
546
shares
|
$22,467
0.0% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
519
shares
|
$21,356
0.0% of portfolio
|
Q3 2025
Reduced 99.89%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
500
shares
|
$20,575
0.0% of portfolio
|
Q2 2025
New holding
|
|