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 448 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 $5.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
877,009
shares
|
$32.3 Million
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
860,307
shares
|
$31.6 Million
6.24% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
836,398
shares
|
$30.8 Million
7.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
834,154
shares
|
$30.7 Million
0.42% of portfolio
|
Q2 2023
Added 2.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
703,661
shares
|
$25.9 Million
0.02% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
674,806
shares
|
$24.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
628,710
shares
|
$23.1 Million
0.33% of portfolio
|
Q4 2024
Reduced 65.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
626,729
shares
|
$23.1 Million
0.03% of portfolio
|
Q3 2024
Added 59.14%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
594,941
shares
|
$21.9 Million
6.08% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
548,340
shares
|
$20.2 Million
6.52% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
512,945
shares
|
$18.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 55.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
507,370
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
504,643
shares
|
$18.6 Million
0.11% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
489,540
shares
|
$18 Million
0.43% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
479,817
shares
|
$17.6 Million
7.8% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
477,279
shares
|
$17.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
471,391
shares
|
$17.3 Million
0.03% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
464,416
shares
|
$17.1 Million
0.05% of portfolio
|
Q2 2023
Added 6.89%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
435,761
shares
|
$16 Million
4.69% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
393,634
shares
|
$14.5 Million
0.06% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
371,151
shares
|
$13.7 Million
0.22% of portfolio
|
Q4 2024
Added 31.2%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
370,577
shares
|
$13.6 Million
4.17% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
354,564
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
353,240
shares
|
$13 Million
4.8% of portfolio
|
Q4 2024
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
335,857
shares
|
$12.4 Million
2.89% of portfolio
|
Q4 2024
Added 9.03%
|