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 155 Million shares, which have been reported (via 13F filing form) to have a value of $5.94 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 |
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
64,187
shares
|
$2.47 Million
0.09% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
63,758
shares
|
$2.45 Million
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
63,499
shares
|
$2.44 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
63,086
shares
|
$2.43 Million
1.16% of portfolio
|
Q2 2025
Added 75.62%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
61,059
shares
|
$2.35 Million
0.06% of portfolio
|
Q2 2025
Added 74.92%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
59,877
shares
|
$2.3 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
57,296
shares
|
$2.2 Million
0.03% of portfolio
|
Q2 2025
Added 70.87%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
57,062
shares
|
$2.19 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
56,829
shares
|
$2.18 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
56,290
shares
|
$2.16 Million
5.55% of portfolio
|
Q3 2021
Added 1.4%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
54,132
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.29%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
53,423
shares
|
$2.05 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
52,763
shares
|
$2.03 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
50,650
shares
|
$1.95 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
49,697
shares
|
$1.91 Million
0.06% of portfolio
|
Q2 2025
Reduced 49.28%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
48,321
shares
|
$1.86 Million
0.12% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
47,948
shares
|
$1.84 Million
1.6% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
47,500
shares
|
$1.83 Million
0.23% of portfolio
|
Q3 2019
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
46,486
shares
|
$1.79 Million
0.2% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
46,176
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Added 245.53%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
45,867
shares
|
$1.76 Million
1.42% of portfolio
|
Q2 2025
Added 270.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
45,790
shares
|
$1.76 Million
0.02% of portfolio
|
Q2 2025
Added 15.7%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
45,480
shares
|
$1.75 Million
0.56% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
44,369
shares
|
$1.71 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
43,510
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.17%
|