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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
346,385
shares
|
$14.3 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
334,418
shares
|
$13.8 Million
2.86% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
325,525
shares
|
$13.4 Million
2.08% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
324,495
shares
|
$13.4 Million
10.43% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
321,482
shares
|
$13.2 Million
0.25% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
304,934
shares
|
$12.5 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
287,097
shares
|
$11.8 Million
0.36% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
271,460
shares
|
$11.2 Million
0.05% of portfolio
|
Q2 2023
Reduced 18.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
271,376
shares
|
$11.2 Million
0.04% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
248,026
shares
|
$10.2 Million
1.88% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
237,827
shares
|
$9.79 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
233,308
shares
|
$9.6 Million
0.28% of portfolio
|
Q3 2025
Added 511.49%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
230,031
shares
|
$9.47 Million
3.46% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
228,224
shares
|
$9.39 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
224,070
shares
|
$9.22 Million
4.17% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
223,367
shares
|
$9.19 Million
1.91% of portfolio
|
Q3 2025
Reduced 44.97%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
216,421
shares
|
$8.91 Million
0.02% of portfolio
|
Q3 2025
Added 95.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
216,109
shares
|
$8.89 Million
0.13% of portfolio
|
Q3 2025
Reduced 20.08%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
212,616
shares
|
$8.75 Million
5.75% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
208,246
shares
|
$8.57 Million
0.01% of portfolio
|
Q3 2025
Added 34.11%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
205,212
shares
|
$8.44 Million
0.18% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
201,787
shares
|
$8.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
188,295
shares
|
$7.75 Million
0.01% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
185,987
shares
|
$7.65 Million
0.02% of portfolio
|
Q3 2025
Added 34.07%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
184,843
shares
|
$7.61 Million
0.17% of portfolio
|
Q3 2025
Added 7.26%
|
|