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 501 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $5.9 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 |
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
41,713
shares
|
$1.6 Million
0.85% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
41,396
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Reduced 77.5%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
41,299
shares
|
$1.59 Million
0.9% of portfolio
|
Q1 2025
Added 86.1%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
40,075
shares
|
$1.54 Million
1.19% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
40,074
shares
|
$1.54 Million
0.91% of portfolio
|
Q2 2025
Reduced 29.51%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
39,813
shares
|
$1.53 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
39,301
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 46.56%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
39,263
shares
|
$1.51 Million
0.1% of portfolio
|
Q2 2025
Added 39.78%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
39,053
shares
|
$1.5 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
38,918
shares
|
$1.5 Million
0.42% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
38,462
shares
|
$1.48 Million
0.1% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
38,154
shares
|
$1.47 Million
0.05% of portfolio
|
Q2 2025
Reduced 95.48%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
38,059
shares
|
$1.46 Million
0.81% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
37,738
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 97.24%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
37,215
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
36,683
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 32.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
36,496
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Added 60.35%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
34,904
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
34,045
shares
|
$1.31 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
33,105
shares
|
$1.27 Million
0.07% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
32,802
shares
|
$1.26 Million
0.08% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
32,229
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
31,808
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2021
Added 178.33%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
30,921
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
30,828
shares
|
$1.19 Million
0.58% of portfolio
|
Q2 2025
Added 0.38%
|