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 |
|---|---|---|---|---|---|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
75,000
shares
|
$3.09 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
74,946
shares
|
$3.08 Million
0.05% of portfolio
|
Q3 2025
Reduced 62.43%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
74,218
shares
|
$3.05 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
73,503
shares
|
$3.02 Million
0.18% of portfolio
|
Q3 2025
Reduced 30.13%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
72,140
shares
|
$2.97 Million
0.06% of portfolio
|
Q3 2025
Reduced 26.75%
|
|
|
Verity Wealth Advisors
|
Oct 17, 2025 Q3 2025 |
72,104
shares
|
$2.97 Million
1.82% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
69,771
shares
|
$2.87 Million
0.07% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
67,749
shares
|
$2.79 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
67,651
shares
|
$2.78 Million
0.06% of portfolio
|
Q3 2022
Reduced 71.73%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
67,561
shares
|
$2.78 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
65,423
shares
|
$2.69 Million
0.41% of portfolio
|
Q4 2022
Added 23.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
65,203
shares
|
$2.68 Million
0.04% of portfolio
|
Q3 2025
Added 78.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
62,155
shares
|
$2.56 Million
0.05% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
62,024
shares
|
$2.55 Million
0.02% of portfolio
|
Q3 2025
Reduced 70.31%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
61,963
shares
|
$2.55 Million
0.04% of portfolio
|
Q3 2025
Reduced 37.46%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
61,193
shares
|
$2.52 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
59,974
shares
|
$2.47 Million
0.78% of portfolio
|
Q3 2025
Reduced 19.83%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
58,197
shares
|
$2.39 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
58,122
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
56,527
shares
|
$2.33 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
56,290
shares
|
$2.32 Million
5.55% of portfolio
|
Q3 2021
Added 1.4%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
54,284
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
53,423
shares
|
$2.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
52,914
shares
|
$2.18 Million
0.02% of portfolio
|
Q3 2025
Reduced 37.09%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
51,325
shares
|
$2.11 Million
1.52% of portfolio
|
Q3 2025
Added 7.04%
|
|