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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
QCM
276
Quantinno Capital Management
New York
$434K -$1.28K -35 -0.3%
TIP
277
Tandem Investment Partners
New Jersey
$429K
HGWM
278
Horst & Graben Wealth Management
Oregon
$425K -$2.69M -73,673 -87%
GF
279
Gries Financial
Ohio
$424K -$195K -5,328 -32%
CPBTD
280
Central Pacific Bank - Trust Division
Hawaii
$402K +$387K +10,595 New
GSWM
281
Golden State Wealth Management
California
$396K +$105K +2,885 +38%
VWM
282
Venturi Wealth Management
Texas
$395K -$256 -7 -0.1%
JWM
283
JPL Wealth Management
Colorado
$394K -$67.5K -1,847 -15%
SHIM
284
Stone House Investment Management
Pennsylvania
$394K -$3.16M -86,498 -89%
TPBG
285
Turning Point Benefit Group
Maryland
$393K -$135K -3,695 -26%
PAMG
286
Patton Albertson Miller Group
Tennessee
$392K
CCWA
287
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$383K
HW
288
Hamilton Wealth
California
$383K -$132K -3,623 -26%
SCM
289
Sollinda Capital Management
Florida
$380K +$366K +10,011 New
RFN
290
Redwood Financial Network
Ohio
$378K +$16.6K +453 +5%
GWP
291
Gen-Wealth Partners
Michigan
$377K -$852K -23,301 -70%
CWM
292
Certus Wealth Management
California
$375K -$1.13M -30,926 -76%
OWCM
293
One Wealth Capital Management
Arizona
$373K -$863K -23,614 -71%
MWM
294
Mission Wealth Management
California
$372K
WWM
295
Western Wealth Management
Colorado
$367K -$74.3K -2,033 -17%
SFO
296
Stokes Family Office
Louisiana
$365K -$4.25M -116,148 -92%
SMC
297
Smith, Moore & Co
Missouri
$361K -$31.1K -850 -8%
HWM
298
HB Wealth Management
Georgia
$361K +$347K +9,501 New
DT
299
Diversified Trust
Tennessee
$359K -$73.1K -2,000 -17%
MCWS
300
McKinley Carter Wealth Services
West Virginia
$359K -$32.6K -893 -9%

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.