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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
110,540
shares
|
$4.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 38.57%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
106,753
shares
|
$4.39 Million
1.89% of portfolio
|
Q3 2025
Reduced 22.92%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
105,564
shares
|
$4.34 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
104,001
shares
|
$4.28 Million
1.87% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
103,874
shares
|
$4.27 Million
0.28% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
102,451
shares
|
$4.22 Million
1.66% of portfolio
|
Q3 2025
Added 24.21%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
101,901
shares
|
$4.19 Million
0.09% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
101,747
shares
|
$4.19 Million
0.17% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
100,077
shares
|
$4.12 Million
0.24% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
97,759
shares
|
$4.02 Million
0.62% of portfolio
|
Q4 2023
Reduced 8.51%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
97,545
shares
|
$4.01 Million
2.79% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
96,277
shares
|
$3.96 Million
0.11% of portfolio
|
Q3 2025
Reduced 23.38%
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
96,104
shares
|
$3.95 Million
1.49% of portfolio
|
Q3 2025
Reduced 62.55%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
93,638
shares
|
$3.85 Million
1.06% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
88,933
shares
|
$3.66 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
88,391
shares
|
$3.64 Million
1.38% of portfolio
|
Q3 2025
Added 40.11%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
86,664
shares
|
$3.57 Million
0.38% of portfolio
|
Q1 2025
Added 3101.48%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
85,098
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
84,796
shares
|
$3.49 Million
0.03% of portfolio
|
Q1 2025
Added 485.08%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
82,896
shares
|
$3.41 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
82,467
shares
|
$3.39 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
79,016
shares
|
$3.25 Million
0.18% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
78,577
shares
|
$3.23 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
76,923
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
75,055
shares
|
$3.09 Million
0.02% of portfolio
|
Q3 2025
Added 17.72%
|
|