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 |
|---|---|---|---|---|---|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
50,650
shares
|
$2.08 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
50,504
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2025
Reduced 48.85%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
49,869
shares
|
$2.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
48,284
shares
|
$1.99 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
48,218
shares
|
$1.98 Million
0.84% of portfolio
|
Q3 2025
Added 16.75%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
47,500
shares
|
$1.95 Million
0.22% of portfolio
|
Q3 2019
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
46,970
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 168.02%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
46,846
shares
|
$1.93 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
46,456
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2025
Reduced 26.84%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
46,176
shares
|
$1.9 Million
0.01% of portfolio
|
Q2 2025
Added 245.53%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
45,790
shares
|
$1.88 Million
0.02% of portfolio
|
Q2 2025
Added 15.7%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
45,749
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Reduced 77.25%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
45,480
shares
|
$1.87 Million
0.56% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
45,135
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 68.03%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
43,565
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
43,561
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
43,236
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 86.75%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
42,150
shares
|
$1.73 Million
0.29% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
42,095
shares
|
$1.73 Million
0.2% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
41,921
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
41,713
shares
|
$1.72 Million
0.85% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
40,571
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 88.4%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
40,384
shares
|
$1.66 Million
0.08% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
40,242
shares
|
$1.66 Million
0.82% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
40,168
shares
|
$1.65 Million
1.13% of portfolio
|
Q3 2025
Added 0.23%
|
|