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 474 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 |
|---|---|---|---|---|---|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
10,595
shares
|
$435,984
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
10,517
shares
|
$432,774
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
10,240
shares
|
$421,376
0.29% of portfolio
|
Q3 2025
Reduced 77.67%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
10,101
shares
|
$415,656
0.01% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
10,090
shares
|
$415,203
0.09% of portfolio
|
Q2 2025
Reduced 26.42%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
10,054
shares
|
$413,722
0.2% of portfolio
|
Q4 2022
Added 5.02%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
9,956
shares
|
$409,689
0.09% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
9,820
shares
|
$404,093
0.0% of portfolio
|
Q3 2025
Added 60.83%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
9,812
shares
|
$403,763
0.02% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
9,800
shares
|
$403,270
0.32% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
9,691
shares
|
$398,784
0.01% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
9,458
shares
|
$389,196
0.02% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
9,435
shares
|
$388,250
0.04% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
9,345
shares
|
$384,546
0.23% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
9,268
shares
|
$381,378
0.0% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
9,246
shares
|
$380,472
0.03% of portfolio
|
Q3 2025
Reduced 94.87%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
9,206
shares
|
$378,826
0.13% of portfolio
|
Q3 2025
Reduced 24.16%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
9,147
shares
|
$376,399
0.11% of portfolio
|
Q3 2025
Added 15.89%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
9,131
shares
|
$375,740
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
9,029
shares
|
$371,543
0.11% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
9,022
shares
|
$371,255
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
9,019
shares
|
$371,131
0.04% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
9,018
shares
|
$371,090
0.0% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,946
shares
|
$368,127
0.12% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
8,895
shares
|
$366,029
0.06% of portfolio
|
Q3 2025
Added 0.01%
|
|