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iShares Currency Hedged MSCI EAFE ETF
HEFA

522 hedge funds and large institutions have $7.15B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 222 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 35

134% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 95

50% more funds holding in top 10

Funds holding in top 10: 22 → 33 (+11)

43% more capital invested

Capital invested by funds: $5B → $7.15B (+$2.15B)

22% more funds holding

Funds holding: 429 → 522 (+93)

1.24% more ownership

Funds ownership: 91.74% → 92.98% (+1.2%)

Holders
522
Holders Change
+93
Holders Change %
+21.68%
% of All Funds
7%
Holding in Top 10
33
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
136
Increased
222
Reduced
95
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$491M
2
LPL Financial
LPL Financial
California
+$172M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$139M
4
Ameriprise
Ameriprise
Minnesota
+$115M
5
JP Morgan Chase
JP Morgan Chase
New York
+$115M

Top Sellers

Rank Fund Capital Flow
1
QWP
Quotient Wealth Partners
Texas
-$24.1M
2
DWM
Dynasty Wealth Management
Florida
-$21.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$16M
4
CI
CX Institutional
Indiana
-$14.2M
5
Bank of America
Bank of America
North Carolina
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
276
Tradition Wealth Management
Minnesota
$820K +$823K +22,585 New
CIA
277
Choate Investment Advisors
Massachusetts
$800K – – –
PS
278
Principal Securities
Iowa
$791K +$23.7K +650 +3%
MWA
279
Merkkuri Wealth Advisors
New York
$791K +$133K +3,648 +20%
LF
280
Lantz Financial
Illinois
$778K +$507K +13,901 +184%
HPM
281
Hoxton Planning & Management
West Virginia
$776K +$780K +21,389 New
SIAS
282
Summit Investment Advisory Services
Minnesota
$766K -$109K -2,988 -12%
MYIA
283
Mount Yale Investment Advisors
Colorado
$765K +$769K +21,090 New
Fidelity Investments
284
Fidelity Investments
Massachusetts
$761K +$202K +5,533 +36%
Baird Financial Group
285
Baird Financial Group
Wisconsin
$746K +$402K +11,039 +116%
FC
286
Forte Capital
New York
$712K – – –
SFS
287
Sowell Financial Services
Arkansas
$709K +$54.2K +1,487 +8%
PSFG
288
Park Square Financial Group
Georgia
$706K -$287K -7,869 -29%
CC
289
Copperleaf Capital
North Carolina
$705K +$708K +19,433 New
RBFC
290
Roman Butler Fullerton & Co
Missouri
$694K +$125K +3,434 +21%
ONB
291
Old National Bancorp
Indiana
$686K – – –
KIM
292
Kestra Investment Management
Texas
$668K +$221K +6,056 +49%
MWM
293
McNaughton Wealth Management
California
$667K +$670K +18,375 New
Mercer Global Advisors
294
Mercer Global Advisors
Colorado
$661K -$36.2K -992 -5%
RWS
295
Retirement Wealth Solutions
Wisconsin
$660K +$384K +10,531 +137%
BI
296
Berkeley Inc
Idaho
$659K -$36.5K -1,000 -5%
FIC
297
Family Investment Center
Missouri
$645K -$62.1K -1,705 -9%
IA
298
IFG Advisory
Georgia
$644K +$647K +17,758 New
GWP
299
Gateway Wealth Partners
Wisconsin
$642K +$645K +17,682 New
SFM
300
Signet Financial Management
New Jersey
$629K +$632K +17,345 New
10 11
12
13 14

HEFA Hedge Fund Activity: Q1 2025 in Review

522 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2025, worth a combined $7.15B — up 43% from $5B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new HEFA positions and 35 closed out — a net gain of 101 holders — while 222 added to existing stakes and 95 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $491M. The largest seller was Quotient Wealth Partners, cutting an estimated $24.1M.

  • 522 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2025, up from 429 in Q4 2024.
  • Funds reported $7.15B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2025, up 43% quarter-over-quarter.
  • 136 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2025 and 35 closed out, a net change of +101 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $491M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2025 was Quotient Wealth Partners, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2025.