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 |
|---|---|---|---|---|---|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
33,447
shares
|
$1.23 Million
0.35% of portfolio
|
Q4 2024
Added 22.49%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
32,811
shares
|
$1.21 Million
0.64% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
32,776
shares
|
$1.21 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
31,808
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2021
Added 178.33%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
31,703
shares
|
$1.17 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
30,829
shares
|
$1.13 Million
0.27% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
30,561
shares
|
$1.12 Million
0.53% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
30,508
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
29,797
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
29,784
shares
|
$1.1 Million
0.42% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
29,665
shares
|
$1.09 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
29,241
shares
|
$1.08 Million
0.17% of portfolio
|
Q4 2024
Reduced 71.25%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
28,808
shares
|
$1.06 Million
0.21% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
28,712
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
28,703
shares
|
$1.06 Million
0.16% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
28,646
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Added 39.46%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
28,503
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
27,856
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
27,816
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2024
Added 21.91%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
27,099
shares
|
$996,701
0.01% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
26,850
shares
|
$987,543
0.38% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
26,375
shares
|
$970,072
0.17% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
26,048
shares
|
$958,045
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
25,814
shares
|
$949,438
0.02% of portfolio
|
Q4 2024
Reduced 53.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
25,599
shares
|
$941,531
0.01% of portfolio
|
Q4 2024
Reduced 27.99%
|