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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
SCM
251
Saxony Capital Management
Missouri
$406K -$1.37M -35,627 -78%
CCWA
252
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$400K – – –
HW
253
Hamilton Wealth
California
$400K – – –
JWM
254
JPL Wealth Management
Colorado
$394K -$16.3K -423 -4%
BRWA
255
B. Riley Wealth Advisors
Florida
$389K +$143K +3,714 +61%
WWM
256
Western Wealth Management
Colorado
$389K +$5.32K +138 +1%
TIP
257
Tandem Investment Partners
New Jersey
$388K -$57.8K -1,500 -13%
Tudor Investment Corp
258
Tudor Investment Corp
Connecticut
$385K -$593K -15,376 -61%
MWM
259
Mission Wealth Management
California
$384K -$3.7K -96 -1%
MCWS
260
McKinley Carter Wealth Services
West Virginia
$375K – – –
GSWM
261
Golden State Wealth Management
California
$374K -$38.4K -995 -10%
MAMG
262
Milestone Asset Management Group
Connecticut
$370K +$655 +17 +0.2%
KFGK
263
Keystone Financial Group (Kentucky)
Kentucky
$366K -$6.59M -171,000 -95%
GJIA
264
Glass Jacobson Investment Advisors
Maryland
$365K -$113K -2,932 -24%
CAGAS
265
Capital Advisory Group Advisory Services
Minnesota
$362K +$48.3K +1,254 +16%
HCMT
266
Highland Capital Management (Tennessee)
Tennessee
$362K – – –
CFP
267
Cypress Financial Planning
New Jersey
$358K +$1K +26 +0.3%
HWM
268
HB Wealth Management
Georgia
$357K -$18.6K -483 -5%
CAL
269
Capital Advisors Ltd
Ohio
$357K – – –
ACA
270
Affinity Capital Advisors
California
$356K +$39 +1 +0%
YWM
271
Yukon Wealth Management
Kansas
$354K -$5.32K -138 -2%
GF
272
Gries Financial
Ohio
$349K -$90.7K -2,354 -21%
SFO
273
Stokes Family Office
Louisiana
$349K -$30.8K -798 -8%
NL
274
NWAM LLC
Washington
$343K -$18K -468 -5%
IA
275
IFG Advisory
Georgia
$340K +$17K +442 +5%
9 10
11
12 13

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.