HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

514 hedge funds and large institutions have $7.12B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 219 increasing their positions, 92 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+90
Holders Change %
+21.23%
% of All Funds
6.98%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.42%
New
134
Increased
219
Reduced
92
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$488M
2
LPL Financial
LPL Financial
California
+$172M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$139M
4
Ameriprise
Ameriprise
Minnesota
+$115M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$114M

Top Sellers

1
QWP
Quotient Wealth Partners
Texas
-$24M
2
DWM
Dynasty Wealth Management
Florida
-$21M
3
Osaic Holdings
Osaic Holdings
Arizona
-$16M
4
CI
CX Institutional
Indiana
-$14.2M
5
Bank of America
Bank of America
North Carolina
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
226
Mayflower Financial Advisors
Massachusetts
$1.3M +$1.3M +35,718 New
EC
227
Elequin Capital
New York
$1.29M +$1.29M +35,458 New
EFG
228
Ehrlich Financial Group
California
$1.28M +$1.06M +29,256 +477%
BHWM
229
Bay Harbor Wealth Management
Maryland
$1.28M +$1.28M +35,207 +41,913%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$36.2K +997 +3%
TC
231
TownSquare Capital
Utah
$1.26M +$862K +23,744 +215%
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.26M +$1.05M +29,040 +513%
TWM
233
Trinity Wealth Management
Pennsylvania
$1.25M +$19.1K +525 +2%
CAL
234
Capital Analysts LLC
Pennsylvania
$1.23M +$1.17M +32,241 +2,084%
KPWS
235
Kestra Private Wealth Services
Texas
$1.22M +$638K +17,580 +110%
OWCM
236
One Wealth Capital Management
Arizona
$1.21M +$849K +23,392 +233%
GWP
237
Gen-Wealth Partners
Michigan
$1.21M +$878K +24,201 +268%
CF
238
Centaurus Financial
California
$1.19M +$143K +3,949 +14%
FFN
239
Focus Financial Network
Minnesota
$1.18M +$1.18M +32,460 New
MCM
240
M1 Capital Management
Michigan
$1.18M +$1.18M +32,425 New
SWM
241
SigFig Wealth Management
California
$1.18M +$1.18M +32,175 New
National Bank of Canada
242
National Bank of Canada
Quebec, Canada
$1.13M +$25.1K +693 +2%
DSN
243
D. Scott Neal
Kentucky
$1.11M +$38K +1,046 +4%
KWS
244
Keystone Wealth Services
California
$1.11M -$42.9K -1,182 -4%
VA
245
Valmark Advisers
Ohio
$1.11M +$23.8K +657 +2%
BBA
246
Braun-Bostich & Associates
Pennsylvania
$1.1M +$1.1M +30,340 New
LA
247
LexAurum Advisors
Kansas
$1.1M +$54.8K +1,511 +5%
SMA
248
Sage Mountain Advisors
Georgia
$1.06M +$16.1K +443 +2%
BFS
249
Burkett Financial Services
South Carolina
$1.06M -$23.1K -636 -2%
DCM
250
Dimension Capital Management
Florida
$1.04M – – –
8 9
10
11 12