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iShares Currency Hedged MSCI EAFE ETF

457 hedge funds and large institutions have $5.65B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 239 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.25% less ownership

Funds ownership: 92.98%88.73% (-4.3%)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

12% less funds holding

Funds holding: 522457 (-65)

21% less capital invested

Capital invested by funds: $7.15B → $5.65B (-$1.5B)

53% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 105

57% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 239

Holders
457
Holders Change
-65
Holders Change %
-12.45%
% of All Funds
6.02%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.38%
New
49
Increased
102
Reduced
239
Closed
105
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
226
World Investment Advisors
California
$763K -$122K -3,342 -14%
OWM
227
OneAscent Wealth Management
Alabama
$760K -$228K -6,248 -24%
CW
228
CreativeOne Wealth
Kansas
$732K +$191K +5,212 +37%
PFS
229
Prospera Financial Services
Texas
$714K +$92.4K +2,528 +16%
AFAS
230
Acorn Financial Advisory Services
Virginia
$712K +$119K +3,266 +21%
LA
231
LVW Advisors
New York
$697K -$63.3M -1,731,559 -99%
BI
232
Berkeley Inc
Idaho
$689K
OWA
233
One Wealth Advisors
California
$685K -$2.31M -63,280 -78%
AWM
234
AE Wealth Management
Kansas
$682K -$6.86M -187,740 -91%
TF
235
Trek Financial
Arizona
$676K -$1.49M -40,841 -70%
SWM
236
Stark Wealth Management
Pennsylvania
$674K +$655K +17,920 New
5W
237
5T Wealth
California
$668K -$209K -5,705 -24%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$665K -$25.2K -688 -4%
SFS
239
Sowell Financial Services
Arkansas
$658K -$80.5K -2,202 -11%
NWM
240
Nova Wealth Management
Florida
$654K +$93.4K +2,554 +17%
Renaissance Technologies
241
Renaissance Technologies
New York
$634K -$8M -218,800 -93%
AR
242
Apeiron RIA
Texas
$618K -$1.24M -33,974 -68%
IA
243
IFP Advisors
Florida
$614K +$56.4K +1,544 +11%
RC
244
Rovin Capital
Arizona
$606K -$8.74K -239 -1%
MWML
245
M Wealth Management LLC
California
$601K
PSFG
246
Park Square Financial Group
Georgia
$593K -$140K -3,824 -20%
M&T Bank
247
M&T Bank
New York
$578K
SEIA
248
Signature Estate & Investment Advisors
California
$576K -$48.8K -1,334 -8%
VAS
249
Vestmark Advisory Solutions
Massachusetts
$573K -$2.02M -55,388 -79%
FRA
250
FFG Retirement Advisors
Colorado
$573K +$285K +7,804 +107%

HEFA Hedge Fund Activity: Q2 2025 in Review

457 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2025, worth a combined $5.65B — down 21% from $7.15B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of HEFA and 49 opened new positions — a net loss of 56 holders — while 239 trimmed existing stakes and 102 added.

The largest buyer was Ameriprise, adding an estimated $31M. The largest seller was Envestnet Asset Management, cutting an estimated $502M.

  • 457 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2025, down from 522 in Q1 2025.
  • Funds reported $5.65B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2025, down 21% quarter-over-quarter.
  • 49 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2025 and 105 closed out, a net change of -56 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2025 was Ameriprise, an estimated $31M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.