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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
26,074
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
25,506
shares
|
$1.05 Million
0.16% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
25,141
shares
|
$1.03 Million
0.65% of portfolio
|
Q2 2022
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
24,878
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
24,812
shares
|
$1.02 Million
0.31% of portfolio
|
Q1 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
24,629
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
24,573
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 30.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
24,508
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
23,879
shares
|
$982,620
0.05% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
23,843
shares
|
$981,139
0.29% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
23,558
shares
|
$969,411
0.17% of portfolio
|
Q3 2025
Added 25.6%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
22,886
shares
|
$941,758
0.05% of portfolio
|
Q2 2025
Reduced 21.5%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
22,056
shares
|
$907,604
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
21,776
shares
|
$896,082
0.01% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
21,085
shares
|
$867,647
0.01% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
21,038
shares
|
$865,713
0.02% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
20,808
shares
|
$856,249
0.09% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
20,697
shares
|
$851,681
0.01% of portfolio
|
Q3 2025
Reduced 13.83%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
20,459
shares
|
$841,887
0.32% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
20,160
shares
|
$829,584
0.03% of portfolio
|
Q3 2025
Reduced 92.83%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
19,946
shares
|
$820,777
0.16% of portfolio
|
Q3 2025
Reduced 12.36%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
19,795
shares
|
$814,564
0.03% of portfolio
|
Q3 2025
Added 129.8%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
19,690
shares
|
$810,243
0.02% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
19,621
shares
|
$807,404
0.02% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
19,592
shares
|
$806,210
0.04% of portfolio
|
Q3 2025
Added 1953.67%
|
|