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iShares Currency Hedged MSCI EAFE ETF
HEFA

424 hedge funds and large institutions have $5.67B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 139 increasing their positions, 179 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $5.65B → $5.67B (+$19.2M)

1.61% less ownership

Funds ownership: 88.73% → 87.12% (-1.6%)

7% less funds holding

Funds holding: 457 → 424 (-33)

14% less funds holding in top 10

Funds holding in top 10: 29 → 25 (-4)

22% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 179

36% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 64

Holders
424
Holders Change
-33
Holders Change %
-7.22%
% of All Funds
5.57%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.33%
New
41
Increased
139
Reduced
179
Closed
64
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NP
NorthRock Partners
Minnesota
+$69.1M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$59.1M
3
Goldman Sachs
Goldman Sachs
New York
+$48.1M
4
DWM
Dynasty Wealth Management
Florida
+$21.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$13.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.5M
2
LPL Financial
LPL Financial
California
-$70.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$46.6M
4
MC
McMorgan & Co
California
-$44.7M
5
Ameriprise
Ameriprise
Minnesota
-$33.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
226
Concorde Asset Management
Michigan
$566K +$545K +14,150 New
QCM
227
Quantinno Capital Management
New York
$548K +$91.8K +2,383 +21%
PMG
228
ProVise Management Group
Florida
$547K +$36K +935 +7%
VAG
229
VisionPoint Advisory Group
Texas
$536K -$5.86K -152 -1%
MFG
230
MTM Financial Group
Pennsylvania
$531K +$202K +5,230 +64%
FAT
231
First American Trust
California
$529K – – –
CWMS
232
Cannon Wealth Management Services
North Carolina
$519K -$540 -14 -0.1%
SF
233
Synovus Financial
Georgia
$501K – – –
CWM
234
Cranbrook Wealth Management
Michigan
$498K – – –
CWM
235
Certus Wealth Management
California
$486K +$92.3K +2,394 +24%
CCFM
236
Clear Creek Financial Management
Washington
$483K -$3.31K -86 -0.7%
RFN
237
Redwood Financial Network
Ohio
$479K +$82.3K +2,134 +21%
VWM
238
Venturi Wealth Management
Texas
$475K +$61.4K +1,593 +15%
CP
239
Canopy Partners
Ohio
$474K – – –
MWA
240
Merkkuri Wealth Advisors
New York
$473K -$47.4K -1,231 -9%
AssetMark Inc
241
AssetMark Inc
California
$469K -$383K -9,928 -46%
AFG
242
Atomi Financial Group
New York
$468K -$698K -18,114 -61%
KWM
243
Keebeck Wealth Management
Illinois
$464K -$24.6K -637 -5%
AFO
244
Allie Family Office
Florida
$461K +$155K +4,026 +53%
CPA
245
Cardiff Park Advisors
California
$459K – – –
YIH
246
Y-Intercept (HK)
Hong Kong
$457K +$445K +11,533 New
AG
247
Ascent Group
Virginia
$454K -$627K -16,256 -59%
AWA
248
Arkadios Wealth Advisors
Georgia
$438K -$26.6K -689 -6%
CPBTD
249
Central Pacific Bank - Trust Division
Hawaii
$420K – – –
DC
250
Davenport & Co
Virginia
$417K +$405K +10,517 New
8 9
10
11 12

HEFA Hedge Fund Activity: Q3 2025 in Review

424 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2025, worth a combined $5.67B — up 0.34% from $5.65B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of HEFA and 41 opened new positions — a net loss of 23 holders — while 179 trimmed existing stakes and 139 added.

The largest buyer was NorthRock Partners, opening a new position worth an estimated $69.1M. The largest seller was Envestnet Asset Management, cutting an estimated $71.5M.

  • 424 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2025, down from 457 in Q2 2025.
  • Funds reported $5.67B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2025, up 0.34% quarter-over-quarter.
  • 41 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2025 and 64 closed out, a net change of -23 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2025 was NorthRock Partners, an estimated $69.1M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $71.5M sold.

Based on aggregated 13F filings for Q3 2025.