Purchases and Sales Made in Q3 2025 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES CURRENCY HEDGED MSCI E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.79M+ 274640.59% |
$66.7M - $71M
|
1.79M
$73.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.53M+ 81.15% |
$57.1M - $60.8M
|
3.42M
$141M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.25M+ 2.6% |
$46.5M - $49.5M
|
49.3M
$2.03B
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
557K+ 15.31% |
$20.7M - $22.1M
|
4.19M
$173M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
354K+ 33.81% |
$13.2M - $14M
|
1.4M
$57.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
346KNew |
$12.9M - $13.7M
|
346K
$14.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
BUY
|
- |
255K+ 32.34% |
$9.49M - $10.1M
|
1.04M
$43M
|
|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
238KNew |
$8.85M - $9.42M
|
238K
$9.79M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
219K+ 145.46% |
$8.16M - $8.68M
|
370K
$15.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
213K+ 9.76% |
$7.92M - $8.44M
|
2.4M
$98.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
195K+ 511.49% |
$7.26M - $7.73M
|
233K
$9.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
190K+ 4.92% |
$7.06M - $7.52M
|
4.05M
$166M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
158KNew |
$5.87M - $6.26M
|
158K
$6.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
146K+ 484.19% |
$5.43M - $5.79M
|
176K
$7.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
144K+ 4.51% |
$5.36M - $5.7M
|
3.33M
$137M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
115KNew |
$4.29M - $4.56M
|
115K
$4.74M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
114K+ 2.12% |
$4.26M - $4.53M
|
5.51M
$227M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
111K+ 9264.7% |
$4.14M - $4.41M
|
112K
$4.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
106K+ 95.35% |
$3.93M - $4.18M
|
216K
$8.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.8K+ 2.96% |
$3.45M - $3.68M
|
3.23M
$133M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
89K+ 10.32% |
$3.31M - $3.52M
|
951K
$39.1M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
79KNew |
$2.94M - $3.13M
|
79K
$3.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.6KNew |
$2.92M - $3.11M
|
78.6K
$3.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
BUY
|
- |
59.2K+ 8.97% |
$2.2M - $2.34M
|
719K
$29.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
57.1K+ 7.09% |
$2.12M - $2.26M
|
862K
$35.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
53K+ 34.11% |
$1.97M - $2.1M
|
208K
$8.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
47.3K+ 34.07% |
$1.76M - $1.87M
|
186K
$7.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35.7KNew |
$1.33M - $1.41M
|
35.7K
$1.47M
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
34.5K+ 7.08% |
$1.28M - $1.37M
|
522K
$21.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
30.4KNew |
$1.13M - $1.21M
|
30.4K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29.4K+ 168.02% |
$1.1M - $1.17M
|
47K
$1.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28.7K+ 78.66% |
$1.07M - $1.14M
|
65.2K
$2.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
25.8K+ 12.62% |
$959K - $1.02M
|
230K
$9.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
25.3K+ 40.11% |
$941K - $1M
|
88.4K
$3.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24.9KNew |
$925K - $985K
|
24.9K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.8K+ 1.7% |
$850K - $905K
|
1.37M
$56.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
21.5K+ 2.67% |
$798K - $850K
|
824K
$33.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
21K+ 10.32% |
$780K - $830K
|
224K
$9.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
20.8KNew |
$773K - $823K
|
20.8K
$855K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
20K+ 24.21% |
$743K - $791K
|
102K
$4.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
19K+ 88.4% |
$708K - $754K
|
40.6K
$1.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 1953.67% |
$693K - $738K
|
19.6K
$806K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
17.7K+ 1.77% |
$659K - $702K
|
1.02M
$42M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
17.7K+ 6.57% |
$658K - $701K
|
287K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
15.6KNew |
$580K - $617K
|
15.6K
$641K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.5KNew |
$540K - $574K
|
14.5K
$597K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.5K+ 7.26% |
$466K - $496K
|
185K
$7.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
12.2K+ 10.09% |
$454K - $484K
|
133K
$5.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.5KNew |
$429K - $457K
|
11.5K
$475K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
11.3K+ 17.72% |
$420K - $447K
|
75.1K
$3.09M
|
|